Vincent Daniel @VD718 Twitter profile

Last Seen Profiles

@princepark5252

@gethuel

@theryujinpics

@pancopup

@mjaphet

@Single_hun_yr

@trenton_smith7

@manamiogaki

@brontecountry

@hmvThurrock

@almighty_ouch

@Promita807

@1_1UMY

@Esharehman71

@CetinGezer37

@RJayousi

@Fonlovely88

@Ibrahim98151131

@Cartabiancarai3

@MstSumaiya42628

@avc_ersin13083

@MakeupRVLTN

@FelipheDia23438

@waniido

@Manojsinghftp

@thebluebearies

@do__jk

@DeansCHSEnglish

@stwmaniax

@fgcmoon

@yura04130085439

@picaonbase

@RuthBarn

@stw_pdg

@turco_gay

Vincent Daniel

@VD718

2 years

Brings back disturbing memories

James Lavish

@jameslavish

2 years

SVB had a Moody’s credit rating of A just 3 days ago.

1K

3K

15K

14

18

234

Vincent Daniel

@VD718

1 year

@realEstateTrent I think call it an OpenDoor

9

0

158

Vincent Daniel

@VD718

2 years

Hey @LukeGromen , do you think it’s about time for the ‘It’s Just an Asset Swap’ and ‘QE doesn’t do anything’ believers to admit that perhaps, they are wrong?

8

7

121

Vincent Daniel

@VD718

11 months

If one of my longs produced numbers and a sobering conference call like TSLA’s 3Q23 quarterly results, it would be down at least 10%- and yet their is a 50/50 shot TSLA stock will be up tomorrow- God bless their investor base and market structure.

Gordon Johnson

@GordonJohnson19

11 months

Is it me, or is this call an ABSOLUTE disaster? Thoughts @GerberKawasaki ? Thoughts @garyblacks00 ?

62

13

220

11

6

103

Vincent Daniel

@VD718

2 months

@EismanSteven 💯- great read- only thing I would add is that I hope a return to 'free markets' excludes or substantially reduces bailing out too bog too fail entities and the participants who run these franchises. A big part of the wealth gap is the lack of adverse price discovery at the top.

7

4

97

Vincent Daniel

@VD718

10 months

Really funny headline when you stop and think about it- A bank that makes loans for a living starts a division to make loans. Guess those risk weights too hard to handle.

modest proposal

@modestproposal1

10 months

*CITI IS IN TALKS TO START PRIVATE CREDIT STRATEGY BY EARLY 2024 as long as the music is playing you've got to get up and dance

15

20

289

9

5

84

Vincent Daniel

@VD718

3 months

Great podcast- funny the Godfather of MMT is worried about excessive government spending- even funnier he is currently domiciled in Saint Croix, a tax haven- unreal

Joe Weisenthal

@TheStalwart

3 months

NEW ODD LOTS: MMT's Godfather Says US Gov Is Spending Like A 'Drunken Sailor' @tracyalloway and I talked to @wbmosler who says the the combo of high deficits, high debt/GDP, and the Fed's strategy here is making inflation worse, and may push it higher.

43

98

377

6

12

84

Vincent Daniel

@VD718

8 months

I would thought a superior AI underwriting process would have sniffed out deterioration in ‘prime’ credits before originating the loan. That said, seems like the company’s AI correctly guided mgmt to sell stock.

 Q-Cap 

@qcapital2020

8 months

Can $UPST just die already You are not AI You are not a serious company You are not serious people

24

10

200

6

2

82

Vincent Daniel

@VD718

3 years

Awesome job Jack and thanks for having us on the podcast!!

Jack Farley

@JackFarley96

3 years

My latest interview with @VD718 and @Seawolfcap out now: THE NEXT BIG SHORT: THE DEBT SUPERCYCLE Filmed for 2 hours in-person during Powell's FOMC speech 🔥 Watch on @Blockworks_ 👇

26

27

159

10

13

77

Vincent Daniel

@VD718

10 months

Thanks for having us on guys. Always fun to talk shop and share views and ideas.

Tobias Carlisle

@Greenbackd

10 months

Value: After Hours with @farnamjake1 @Seawolfcap and @VD718 is LIVE TODAY at 1.30pm E / 10.30am P / 6.30pm UTC / 4.30am AUS Watch it on the Acquirers Podcast channel: … Turn on notifications to the channel to be sent a reminder.

3

41

4

5

78

Vincent Daniel

@VD718

2 years

Huge congrats to @AlderLaneEggs , @AureliusValue and @Seawolfcap on Silvergate- what a call guys!

6

9

76

Vincent Daniel

@VD718

2 years

Been waiting for something like this to drop- Well done and thank you

Lyall Taylor

@LT3000Lyall

2 years

I just made this on FTX/crypto - hope you enjoy!

9

51

216

7

23

71

Vincent Daniel

@VD718

2 years

The correlation of people asking for some form of bailout/deposit protection and also wanting higher unemployment so long duration risk assets to appreciate seems to be very high.

Joe Weisenthal

@TheStalwart

2 years

A dimension to this story that we can’t forget. Many of the leading folks in the industry that now wants Powell to step up and protect them spent the last 5 years telling lies and breeding cynicism about the Fed as pretext to sell cryptocurrencies to retail bagholders.

115

864

5K

2

11

71

Vincent Daniel

@VD718

11 months

I really don’t get the love affair for this name. So many yellow and red flags- I do agree, perfect execution in applying Silicon Valley Accounting Principles (SVAP).

Data Driven Investing

@DataDInvesting

11 months

$SOFI's execution should be rewarded with a much higher multiple than it gets. There is no US Fintech nor bank with better execution in the last two years. Not one.

25

20

313

12

4

69

Vincent Daniel

@VD718

2 years

M&T has great mgmt pedigree. I remember meeting former CEO Robert Wilmers with @Seawolfcap and seeing his bike parked near corporate headquarters in NYC- Very bank geek stuff but I felt I was looking at a royal treasure.

.

@WallStCynic

2 years

Not every regional bank did stupid things when flush with deposits. Great thread. $MTB

14

46

334

4

66

Vincent Daniel

@VD718

1 year

Thanks for having me on Jack- always enjoy talking markets with you. Currently listening to most recent Coinbase podcast. Keep up the great work.

Jack Farley

@JackFarley96

1 year

Great quote from @VD718 : "You show me the asset with the low risk weighting, and I will show you where the next bubble is." So much learning in this one... especially on the banks We talk energy & uranium, too

2

6

26

7

3

60

Vincent Daniel

@VD718

6 months

Thanks for having us on today-great session!

Tobias Carlisle

@Greenbackd

6 months

Vinny @VD718 Daniel and Porter @Seawolfcap Collins join @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder:

10

2

73

3

61

Vincent Daniel

@VD718

5 months

It was @CorneliaLake ’s initial report that got us to look at TDW- great work and thank you!

Brandon Beylo

@marketplunger1

5 months

I want to give a HUGE shoutout to my friend @CorneliaLake on Tidewater's $TDW success. He pitched TDW/offshore on my podcast in April 2023. Since then, TDW is up ~150%. Investing is a lonely game. It's important to celebrate the wins when good people get them.

18

5

220

4

3

57

Vincent Daniel

@VD718

11 months

Great episode guys - Both @CameronDawson and @LukeGromen brought their A games!

On The Tape Podcast

@OnTheTapePod

11 months

A supersized OTT is in your feeds! First, @CameronDawson joins @GuyAdami , @dmoses34 & Dan to talk about late-cycle behavior, earnings & her year-end outlook Then, @LukeGromen joins to discuss all things macro (yields, gold, oil, & more) Sponsors @CMEGroup @iconnections_io @ro

13

10

53

5

8

54

Vincent Daniel

@VD718

2 years

@dailydirtnap Zero cost of capital strategy in a capital intensive industry gone bad when the Fed pulled liquidity

1

2

56

Vincent Daniel

@VD718

2 years

@BriannaWu I am starting to think he is conducting a science experiment/study on human gullibility

0

1

52

Vincent Daniel

@VD718

7 months

Someone has to buy our debt (also called treasuries) at relatively low coupons. Banks were always the logical levered buyer- I would have thought the whole SIVB fiasco would have exposed the flaws but…someone has to buy the debt.

Joseph Wang

@FedGuy12

7 months

A potential change in leverage calculations could make banks a limitless purchaser of Treasuries just as future issuance is surging. This well worn path of sovereign financing would boost liquidity across markets and place upward pressure on asset prices.

133

360

2K

7

6

49

Vincent Daniel

@VD718

1 year

One major difference between current markets and yesteryear is the lack of price discovery from elevated insider activity. In the past, insider sells or buys were signals- Today?…who cares. I attribute it to current market structure.

Data Driven Investing

@DataDInvesting

1 year

Another $SOFI insider sale. @Derek_j_white , CEO of Galileo Technologies, SoFi's Tech Platform, filed a form 144 to sell 49k shares worth $443k. Somehow I missed this one yesterday with the other filings. Per his most recent Form 4, it's about 11% of his current $SOFI shares.

8

6

49

4

5

46

Vincent Daniel

@VD718

7 months

Laugh track anytime ‘Fed Independence’ is suggested

Brian Sullivan

@SullyCNBC

7 months

Wow .. Biden speaking in PA just now: "that little outfit that sets interest rates .. it's going to come down. They're going to come down" Lower interest rates ahead?? #fed

246

146

1K

5

4

46

Vincent Daniel

@VD718

1 year

My question is why is anyone surprised. Did people actually think he wasn’t going to attempt to use the platform to his complete advantage?

Lyn Alden

@LynAldenContact

1 year

My savagery is proportional to hypocrisy and bad marketing. Restricting competitors and restricting even people talking about competitors = weak sauce. The pro free speech schtick is a marketing thing. Not a real position. It is therefore fair to mock it.

469

342

5K

6

2

44

Vincent Daniel

@VD718

1 year

Thanks @GuyAdami for being concerned about my mental psyche post Mets debacle and Rodgers injury- I know it came from the heart. Great podcast and @UrbanKaoboy a super value added guest voice to your arsenal

On The Tape Podcast

@OnTheTapePod

1 year

New episode of OTT is in your feeds! Dan, @GuyAdami & @dmoses34 chat the market's mixed messages, MS $TSLA upgrade, airlines $JETS & $GENI $SRAD + @UrbanKaoboy joins to talk all things macro & what could trigger an oil sell-off Sponsors @CMEGroup @iconnections_io @FactSet @ro

4

9

25

16

5

42

Vincent Daniel

@VD718

2 years

Great podcast! @DiMartinoBooth on her game

Forward Guidance

@ForwardGuidance

2 years

There's a brewing credit crisis in car loans 🚗, according to @DiMartinoBooth . Borrowers are now walking away from their cars because they know they can't pay the loan back. Link to full interview: Apple 🔊 Spotify 🔊

15

95

301

3

5

45

Vincent Daniel

@VD718

2 years

Great thread- this particular statement provides much color as to why we are seeing what we are seeing in the options market. Show me the risk weights and I’ll show you the excess leverage

Conks

@conksresearch

2 years

The "smart money" is now exploiting a new regulatory loophole in the options market to make a quick (lucrative) buck. They are selling large amounts of deep out-of-the-money 0DTE options, without having to post margin to clearinghouses, who don't count intraday expiries...

15

62

568

3

11

43

Vincent Daniel

@VD718

2 years

I always wondered what a Musk run company would look like without massive government subsidies and QE tailwinds

3

8

44

Vincent Daniel

@VD718

3 years

Great thread and informative for the peeps who were not old enough to experience 99/00. And for people who did live it, a solid trip down memory lane.

Corry Wang

@corry_wang

4 years

1/ Lessons From The Tech Bubble: Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are -

295

3K

10K

2

9

42

Vincent Daniel

@VD718

3 years

@WallStCynic I’ll take things you don’t see at market bottoms for $500 Alex

0

43

Vincent Daniel

@VD718

5 months

ECPG and PRAA mgmt after realizing $sofi is worried about delinquency rates in their personal loan portfolio

5

1

42

Vincent Daniel

@VD718

2 years

@LukeGromen It’s funny Luke- few are talking about this trend and my guess is this will be on the front pages in a few months

1

2

40

Vincent Daniel

@VD718

2 years

Not sure why but it irks me that financial media feels like they need to dress like they are Kevin Costner in Yellowstone at Jackson Hole. When I visit Miami, I don’t dress like Pitbull- in the words of @dmoses34 , make it stop. @Seawolfcap

Rudy Havenstein, Senior Markets Commentator.

@RudyHavenstein

2 years

BREAKING #JacksonHole #JacksonHole2022 #economy #econtwitter

2

7

51

1

2

39

Vincent Daniel

@VD718

2 months

Man I can relate to this tweet

KFC

@KFCBarstool

2 months

The Democrats are very much in Jets QB territory. People are clammoring to bench the starter for QB2 or even 3. And more often than not people realize the backups are even worse than your starter. But the overwhelming vibe of “you gotta do *something*” has taken over

279

974

15K

5

2

40

Vincent Daniel

@VD718

6 months

More a gold guy but you can own both. Great episode guys!

On The Tape Podcast

@OnTheTapePod

6 months

What's the better calamity trade: Gold or Bitcoin? @RiskReversal , @GuyAdami & @dmoses34 discuss on the latest episode of "On The Tape." Watch now:

1

2

4

7

4

39

Vincent Daniel

@VD718

4 years

@SantiagoAuFund As we quarrel over the meaning of Buffett’s gold purchase (my take-perhaps too small to claim victory but definitely not a negative for current gold owners), what I find more interesting is his non-trivial reduction in his regulated bank positions.

6

2

37

Vincent Daniel

@VD718

1 year

Great podcast. Anyone who invokes Robert Moses to describe Powell’s view of his role in society warrants a listen. Well done

MacroVoices Podcast

@MacroVoices

1 year

MacroVoices @ErikSTownsend and @PatrickCeresna welcome @SimplifyAsstMgt chief market strategist Mike Green @profplum99 to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.

17

19

127

1

40

Vincent Daniel

@VD718

4 months

If they aspire to be economists on Wall Street, come back the next day and claim inflation is zero if the price doesn’t change.

Rudy Havenstein, Senior Markets Commentator.

@RudyHavenstein

4 months

I believe the children are our future Teach them well and let them lead the way

27

49

261

2

3

40

Vincent Daniel

@VD718

11 months

@EnronChairman Musk pulled a Tonya Harding?

2

1

38

Vincent Daniel

@VD718

1 year

Going to be hard for the BLS to apply hedonic adjustments to this price increase

NYJ Matt

@NYJ_Matt

1 year

The Jets increasing their Season Ticket prices 24% after a 4 win season in 2021 = Not Good The Jets giving their Season Ticker Holders one months notice to pay for their 2024 tickets by Mid November when we have historically had until February the following year= Really Not Good

63

46

856

6

2

37

Vincent Daniel

@VD718

3 years

One of the best discussions I have heard on leverage in quite some time. Highly recommend this podcast.

Ben Hunt

@EpsilonTheory

3 years

Also available on iTunes.

2

3

21

4

5

35

Vincent Daniel

@VD718

1 year

Incredible presentation-the grift is off the charts

Grant Williams

@ttmygh

1 year

Thanks @DutchRojas This is absolutely SUPERB! A brilliant job by @bgurley but the way the whole system works is just so damn depressing.

5

15

59

1

2

36

Vincent Daniel

@VD718

2 years

Great podcast, particularly @profplum99 ’s bottom up perspective of ODTE option trends- Thanks confirms an admitted bias on bank risk weight philosophy. Show me the low risk weight and I will show the next risk.

Forward Guidance

@ForwardGuidance

2 years

"When interest rates go up, people are going to start to default" @profplum99 on "The Big Short" dynamics which he sees at play now in car loans & commercial real estate Apple 🔊 Spotify 🔊 YT 📽️

2

4

29

3

8

36

Vincent Daniel

@VD718

6 months

This is great work

Culper

@CulperResearch

6 months

1) We are short The Bancorp, Inc. $TBBK. $TBBK holds $2B in multifamily bridge loans ("REBLs") and claims the book holds "no substantial risk of losses." We think otherwise. Our full report is now available on our website,

14

22

125

1

2

34

Vincent Daniel

@VD718

6 months

Great thread Jared

Jared Dillian

@dailydirtnap

6 months

We've been inching closer to this for the last 16 years. Things always take longer than you think in finance, but I wouldn't be surprised if we're doing full-blown monetization in 2024-2028. That is the endgame. /fin

51

44

625

1

2

36

Vincent Daniel

@VD718

2 years

Not sure if I should laugh, cry or be angry- I will go with D all of the above

Nicholas Brown

@NicholasABrown_

2 years

SEC CHARGES S&P GLOBAL RATINGS WITH CONFLICT OF INTEREST VIOLATIONS - STATEMENT

3

8

52

5

4

34

Vincent Daniel

@VD718

6 months

Is this cost increase transitory or can we simply exclude it from economists preferred measurement of inflation and ignore it completely? Sadly CRE investors can’t ignore this very sticky inflation.

7

3

36

Vincent Daniel

@VD718

2 months

Great job guys! Always a must listen- I put this in the hate the message but respect it immensely. Market structure- sadly is what it is

Forward Guidance

@ForwardGuidance

2 months

Mike Green's @profplum99 's thoughts on today's weak jobs report and stock market jitters recorded this morning at 10am ET

5

2

53

0

36

Vincent Daniel

@VD718

1 year

@Seawolfcap @WallStCynic You guys need to get on the adjusted bandwagon-

4

0

35

Vincent Daniel

@VD718

1 year

@Seawolfcap @rsosa8 SOFI is sum of the best accounting alchemy I have seen. Can’t sell the loan or don’t like the marks? just keep it on the books and mark it up anyway- what amazes me is the bank regulators allow these earnings to be considered capital.

3

1

34

Vincent Daniel

@VD718

3 years

@APompliano I always find @DoombergT articles to be must reads and his latest on economic singularity was fantastic. Do you ever read their stuff?

5

1

34

Vincent Daniel

@VD718

4 years

I try not to miss any conversation with Lacy Hunt. Solid back to back podcasts of Napier and Hunt.

Grant Williams

@ttmygh

4 years

The End Game episode 6 is live, featuring a true gentleman and a scholar in Lacy Hunt. The perfect counterpoint to our conversation with Russell Napier, Lacy makes the case for continued deflation as forcefully and as eloquently as always. @fleckcap

60

78

377

2

3

32

Vincent Daniel

@VD718

6 months

Great podcast. Paulo and Kuppy’s AMRK pitch!

The Market Huddle

@TheMarketHuddle

6 months

. @KevinMuir & @PatrickCeresna welcome @PauloMacro to the show. They discuss which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have our good friend @HKuppy to announce a new stock that he has previously never mentioned!

27

40

246

0

2

32

Vincent Daniel

@VD718

2 years

Would love to see the % of Morgan Stanley employees that cast a vote in this poll.

Elon Musk

@elonmusk

2 years

Should I step down as head of Twitter? I will abide by the results of this poll.

369K

233K

566K

12

0

33

Vincent Daniel

@VD718

6 months

@CorneliaLake an unfortunate setup for the Yipit bros- datascraping analysis strongly suggested a weak quarter but scraping analysis could not foresee @hkuppy coming off the top rope with a chair and some long term thinking. Still have the weak quarter ahead of us!

3

0

33

Vincent Daniel

@VD718

8 months

Solid thread

The Long View

@HayekAndKeynes

8 months

If you’re wondering why the economy has been so resilient take a look at this thread and let me know what you think … 👇🏻👇🏻👇🏻

52

38

226

2

1

31

Vincent Daniel

@VD718

7 months

My word this is refreshing- professor is spot on-

Joe Weisenthal

@TheStalwart

7 months

NEW ODD LOTS: How to never have bank bailouts again. @tracyalloway and I talked to Stanford GSB professor Anat Admati, on her vision for redesigning bank funding in order to make the financial system far less fragile

13

21

98

2

33

Vincent Daniel

@VD718

2 years

Saw this on my thread yesterday and I immediately thought of the @OnTheTapePod podcast. Great job this week!

7

0

32

Vincent Daniel

@VD718

6 months

@Papa60613 @hkuppy We still own it- encourage everyone to do their own work but Kuppy’s analysis was spot on. CEO and management are top notch, own a ton of the company and love doing what they are doing.

2

1

31

Vincent Daniel

@VD718

3 years

Gold hit 1,900!!!- I think we should change Danny’s name to Ace! Sorry you are on the opposite side of Danny’s wrath @RiskReversal . @GuyAdami , @Seawolfcap

3

0

32

Vincent Daniel

@VD718

2 years

Love how he recommends investors not to buy stock on margin- Major laugh track!!

George Noble

@gnoble79

2 years

Narrative chasing sycophants bereft of any fundamental analysis, tossing up softball questions. Musk setting the stage for a huge earnings miss by blaming everything on macro. $TSLA

17

8

129

14

2

31

Vincent Daniel

@VD718

7 months

@elonmusk Oh the irony

5

1

31

Vincent Daniel

@VD718

1 year

Thanks for having us on Ted! Great conversation

Ted Seides

@tseides

1 year

Big Shorts and big longs. My conversation with @Seawolfcap (Porter Collins) and Vincent Daniel from Seawolf Capital. With thanks to @Wellington_Mgmt and Inflection Point Partners.

9

39

208

4

3

32

Vincent Daniel

@VD718

1 month

A session with @pboockvar is always value added!

On The Tape Podcast

@OnTheTapePod

1 month

Special guest host @pboockvar joins the pod this week to talk to @GuyAdami , @dmoses34 & Dan Nathan about AI, Jackson Hole, economic indicators, earnings & market opportunities Sponsors @CMEGroup @iconnections_io

5

6

16

2

32

Vincent Daniel

@VD718

6 months

@OpulentVocation This is my favorite Druck quote. Resonates

1

0

30

Vincent Daniel

@VD718

9 years

Xx

0

25

Vincent Daniel

@VD718

7 months

@LynAldenContact At the end of the day, the plan is cut, print and pray.

1

0

29

Vincent Daniel

@VD718

2 years

Kudos to @Seawolfcap - for a trade, he effectively deployed @dailydirtnap ’s A-hole index and bought @gnoble79 ’s NOPE ETF at peak Twitter hate. It’s an incredible trading tool Jared- thanks

3

1

28

Vincent Daniel

@VD718

1 year

@marketplunger1 I think we should look at 2023 GDP, excluding Taylor Swift concert consumption expenditures- coming from a person with a teenage daughter.

2

0

27

Vincent Daniel

@VD718

4 months

Great job boys- feel like it was extremely valued added for people interested in the Glass House story

Graham Farrar

@grahamfarrar

4 months

This was a great conversation with @AlderLaneEggs , @Seawolfcap @kylekazanceo , and Mark (our CFO) - thanks to Marc for hosting. If you couldn’t make the call listen to the recording.

5

6

31

3

1

29

Vincent Daniel

@VD718

1 year

Great thread

Paulo Macro

@PauloMacro

1 year

I’m not sure I have it in me to keep pumping out these framework threads anymore, but I will drop another historical comparison here for you friends to keep an eye on. 🧵 1/18

52

111

934

1

0

27

Vincent Daniel

@VD718

1 year

Great thread- while I appreciate the buildup in TGA has not caused a liquidity reduction crisis as the funds are coming from the RRP, I fear complacency is shortsighted- my primary concern is structural fiscal policy-

Paulo Macro

@PauloMacro

1 year

Thread on financial bank plumbing, so that the repo/rate experts can all go nuts and tell me how dumb I am. Let’s go. So it’s getting interesting in the whole TGA/RRP/bank reserves realm. TGA +$400bln in recent weeks, RRP -$500bln. 1/7

23

81

534

1

3

29

Vincent Daniel

@VD718

2 years

Well done Danny!

Danny Moses

@dmoses34

2 years

companies issue press releases & include certain words/phrases knowing the algos/HFT world will plug them into their machines: "growth in Adjusted EBITDA" "share buyback" etc.& have become prisoner to the passive (ETF) investment world & with that cater less to active managers 8/

1

12

155

1

4

28

Vincent Daniel

@VD718

6 months

@RudyHavenstein The lobbyists read the bill

6

0

27

Vincent Daniel

@VD718

1 year

For the most part, in general agreement, which is not my way (lol).

Wifey

@WifeyAlpha

1 year

Short sellers are odd people. Most of them are ambitious, driven, antisocial, and single minded. As individuals, they are not very likely to own a Rolex watch or a Presidential springer spaniel or any other symbolic trappings of success; they are likely to have a wry slightly

162

172

1K

1

3

28

Vincent Daniel

@VD718

4 years

Great podcast- Luke is a must listen to on all things macro.

MacroVoices Podcast

@MacroVoices

4 years

MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LukeGromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.

16

34

167

2

1

26

Vincent Daniel

@VD718

1 month

Great explanation to answer the question 'why gold?'

Craig Shapiro

@ces921

1 month

Gold has acted as a discipline enforcer on profligate government spending for generations. Once the gold standard era was ended in 1971, it needed to be replaced by some other enforcement mechanism to deal with inflation and government deficits. This was supposed to be done by

28

56

235

2

30

Vincent Daniel

@VD718

7 months

Balls indeed- as we come up on the 1 year anniversary of certain regional banks blowing up on….asset/liability mismanagement of long duration treasuries. Not surprised- need to find someone to buy coupon treasuries at low yields. H/t @LukeGromen

Samantha LaDuc

@SamanthaLaDuc

7 months

Banks have some balls. We won't participate in U.S. Treasury markets if you don't backstop us AND "permanently exclude on-balance sheet US Treasuries from total leverage exposure". 🙈🙅

55

126

520

0

4

27

Vincent Daniel

@VD718

2 years

Congrats boys. Incredible call

Marc Cohodes

@AlderLaneEggs

2 years

I must say @Integrity4mkts call on $CVNA is so far the call of the Decade 2020's . Right for the Right reason, never blinked, made a fortune and did his business the right way.. He has my lifetime of respect and very very well done..

5

9

126

1

26

Vincent Daniel

@VD718

1 year

@Seawolfcap @HHSBluebird18 @FinanceLancelot North Miami if I remember correctly

2

0

27

Vincent Daniel

@VD718

2 years

Vintage Danny Moses!

Danny Moses

@dmoses34

2 years

Wanted to wait for the 10Q on $TSLA before commenting on the qtr; I'm sure 99% of people won't look through it but it always helps to clarify a few things; First thing that struck me off of the earnings report was

21

47

344

0

24

Vincent Daniel

@VD718

3 months

@TheStalwart Maybe we can start with a discussion on whether we are properly measuring inflation and the difference between the economists definition of inflation and actual cost of living levels. ‘Inflation being now fully in the past’ is laugh track worthy l.

3

2

25

Vincent Daniel

@VD718

2 months

Thanks Danny- always a great time

Danny Moses

@dmoses34

2 months

@Seawolfcap (2-time Olympian) & @VD718 are back on for another edition of "WAWD" & they never disappoint as they continue to give out winners (longs!) @OnTheTapePod ; @Seawolfcap gives us his rowing insights for the men/women squads in Paris!! & of course we have to discuss $TSLA

6

4

47

4

1

27

Vincent Daniel

@VD718

9 months

Solid podcast guys!

Jack Farley

@JackFarley96

9 months

How @FedGuy12 is seeing things: - The recession doomers need to stop taking their "crazy pills" - Stocks will "crush" bonds as record fiscal deficits reignite inflation - Nominal GDP growth will continue to be strong as long as the U.S. government continues to print 2

96

134

753

2

3

26

Vincent Daniel

@VD718

1 year

Great stuff Brett and thanks for the shout out

Brett Caughran

@FundamentEdge

1 year

BEAT THE PODS: A 7-POINT RECIPE FOR SINGLE MANAGERS There has been some fun discussion here recently about the trend from single manager hedge funds (SMs) to multi-manager hedge funds (MMs or "pods"). Which is very sensical after a year like 2022 where there was a big

47

104

1K

2

25

Vincent Daniel

@VD718

5 months

@elonmusk Agreed- kind of like helping fund an American company’s Chinese subsidiary that created a monster foreign export machine

4

2

24

Vincent Daniel

@VD718

1 year

Great stuff and thanks guys- I was just happy I got to pull off a Pardon the Interruption Tony Reali moment on Danny and Guy

On The Tape Podcast

@OnTheTapePod

1 year

New pod! @VD718 & @Seawolfcap join @dmoses34 , @GuyAdami & Dan to talk about ominous moves in the market, fiscal dominance, volatility, gold, banks & they give stock picks Sponsors: @CMEGroup @iconnections_io @ro @FactSet

12

13

65

2

3

25

Vincent Daniel

@VD718

2 years

Effing great thread

Paulo Macro

@PauloMacro

2 years

Ps - I will give you guys a 1999-2002 chart of Juniper so you know what I am talking about. This not only happened, it happened to more names than I can remember. BEWARE MAX STUPID guys, I am telling you the odds are higher than you think that we go full stupid in a few corners

69

49

643

3

1

24

Vincent Daniel

@VD718

2 years

Houlihan Lokey marking illiquid private assets for VC/PE in 2022.

Not Jerome Powell

@alifarhat79

2 years

The Fed trying to fix the economy

731

7K

57K

0

3

25

Vincent Daniel

@VD718

7 months

@profplum99 Don’t get me started with corporate tax policy- one of the easier remedies to help reduce structural imbalances

3

1

25

Vincent Daniel

@VD718

2 years

Hilarious

Eliant Capital

@eliant_capital

2 years

Tweet of the year so far H/t: @Larryjamieson_

24

104

358

2

24

Vincent Daniel

@VD718

1 year

@value_invest12 Stock was due for a squeeze on any ‘good’ news. EBITDA is a useful metric but ignoring interest expense on a highly levered company is poor analysis. Then again, in a narrative driven market, I guess you have to try to pull a rabbit out of a hat.

3

1

24

Vincent Daniel

@VD718

3 years

Great interview-Thankful for Charlie providing color on one of the more powerful movers of near term markets, vol targeting institutions- In my view, it’s a shame these massive institutions are allowed to lever themselves as much as they do- unproductive use of capital

MacroVoices Podcast

@MacroVoices

3 years

MacroVoices @ErikSTownsend and @PatrickCeresna welcome Nomura's Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.

8

16

63

2

3

24

Vincent Daniel

@VD718

10 months

BNPL is the modern day Rudolph!

zerohedge

@zerohedge

10 months

Record holiday spending: good news, just one problem: consumers used buy-now-pay-later schemes to spend $7.3BN from Nov. 1 to Nov. 26, up 14% from a year ago, per Adobe These are basically vendor/3rd party financing programs which don't show up on already maxed out credit cards

123

677

2K

3

2

24

Vincent Daniel

@VD718

2 years

Great job. The Rosary bead conversation reminded me of Cannonball Run (for the old timers)

On The Tape Podcast

@OnTheTapePod

2 years

🚨 🔥🎙️ @MorganStanley 's indomitable Equity Strategist & CIO, Mike Wilson, joins @GuyAdami @dmoses34 & @RiskReversal to reflect on his bearish stance in 2022 (+epic tactical rally call), and debate how the economy & markets bottom in 2023. Sponsored by @CMEGroup @iconnections_io

23

41

261

2

5

23

Vincent Daniel

@VD718

2 years

@MacroAlf So far, Fed’s words are not scaring markets and given their track record, why should they. If they truly want to send markets a message, start actually draining the balance sheet. Doubt they will do that.

1

0

23

Vincent Daniel

@VD718

2 years

@thepowerfulHRV Slowly debase the currency and hope as few as possible notice.

1

0

24

Vincent Daniel

@VD718

11 months

@agnostoxxx Strong words from the cheap seats and very different tone when he was in a position of power-

3

0

22

Vincent Daniel

@VD718

3 months

Jack had the ‘exclusive’ interview on a recent @ForwardGuidance podcast!

Jack Farley

@JackFarley96

3 months

Update on “head of macro” title dispute: In Greenlight’s legal complaint against @j_fishback (filed today), multiple excerpts from my @ForwardGuidance interview with James are cited

12

3

35

2

1

22