Скачать с ютуб Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325) в хорошем качестве

Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)

Porter Collins and Vincent Daniel are the founders of Seawolf Capital, their family office managed as an old school hedge fund. Previously, they were two of the three members of Steve Eisman’s team at Frontpoint Capital and found themselves in print and on the silver screen as protagonists in Michael Lewis’ The Big Short. Regulations prevent us from disclosing investment returns almost all the time on the show, but Porter and Vinnie manage only their own money today and are an exception to that rule. In the three full years since they started managing their own capital, the pair is up an extraordinary 9x, coming off a 169% return in 2022. Our conversation covers Porter and Vinnie’s background, the Big Short trade, launch of Seawolf 1.0, short stint at Citadel, and lessons learned along the way and put to work at Seawolf 2.0, their family office. We discuss their contrarian value investment approach, transition from financial sector specialists to generalists, investment themes, and the banking system. We close with their perspective on the hedge fund industry and the future of Seawolf. Show Notes: 05:13 Backgrounds 09:43 Big Short trade at Front Point Partners 16:19 Launch of Seawolf 1.0 19:15 Stint at Citadel and lessons learned 24:40 Seawolf 2.0 25:53 Transition from a financial sector focus to generalists 27:12 Investment themes today 29:51 Contrarian value investing 34:37 Banking system 38:01 Themes looking forward 43:15 Hedge fund industry 46:40 Achieving +150% returns 48:54 Future of Seawolf 50:52 Closing questions Subscribe to the mailing list: https://capitalallocators.com/ Access Transcript with Premium Membership: https://capitalallocators.com/signup/ Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Ted on Twitter:   / tseides   Follow Ted on LinkedIn:   / tedseides   Original Publish Date: 7/3/2023