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The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Assertion Supported
Daniel: Major asset managers had zero energy stocks in top 50 holdings
“We took all the large asset management complexes. I think Wellington. Wellington, Fidelity, Neuberger, you name, Capri, you name them, and say, okay, let's figure out where their largest energy exposure is and what number it is in their portfolio. They're taki…”
Vincent Daniel Jul 3, 2023 ▶ 30:45 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
CAPITAL ALLOCATORS Assertion Supported
Daniel: Brazil Feeds and Fuels Itself With Cheap Equities and Fiscal Balance
“It's a country that can feed itself and fuel itself and has enough of those two commodities to export. They run a fiscal neutral position and the stocks are really cheap.”
Vincent Daniel Jul 3, 2023 ▶ 43:22 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
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