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Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
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Danny Moses welcomes Porter Collins and Vincent Daniel back to the On The Tape podcast as Q2 earnings begin amid renewed inflation concerns, Middle East tensions, and continued AI-driven equity enthusiasm. They discuss the Fed being “in a box” between cooling inflation, housing softness, and rising government interest costs, and use Kalshi markets to frame views, including expecting no Fed hike before…
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