FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
Description
This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.
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Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/
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