Vincent Daniel

7 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jul 3, 2023 by Vincent Daniel · across every show →

On the record as a speaker too: Vincent Daniel's record, appearances and statements → this page counts the times other people say the name.

Everything said about Vincent Daniel, oldest first

Jul 3, 2023 negative
Opinion
Daniel: Multi-managers like Citadel are new shadow banks relying on Fed bailouts
“So I really, truly believe that they are the new shadow banking system, that whenever something goes awry, there's a reason why Millennium hired who they hired, why Citadel hired who they hired, to make sure that when the calamity occurs, they call the Fed for…”
Vincent Daniel Jul 3, 2023 ▶ 46:39 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023 bullish
Disclosure
Vincent Daniel: Uranium and Nuclear Remain Core Investment Themes for Seawolf
“One of our favorite themes has been and continues to be uranium and nuclear.”
Vincent Daniel Jul 3, 2023 ▶ 34:09 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023 neutral
Insight
Daniel: Multi-manager volatility targeting dictates modern daily market flows
“The lower the volatility in the world, the more capital they're deploying. And that was a very interesting concept for us. A concept to that was an eye opening experience. And more importantly, probably now it is dictating a lot of the flows and the performanc…”
Vincent Daniel Jul 3, 2023 ▶ 21:43 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023
What-if
Daniel: FrontPoint's subprime trades would get PMs fired at modern Citadel
“Because I can imagine if someone took what we were doing way back when and put it in a Millennium slash Citadel native IDEO model, we'd probably be fired on the spot.”
Vincent Daniel Jul 3, 2023 ▶ 13:05 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023 positive
Opinion
Daniel: Jeremy Strong's intense preparation made it obvious he'd be a star
“We knew from Jump, he was gonna be a star, because he took so much care and pride and work in being me, to the point where he would call me at night, 1010, 30. He goes, I have to talk to you. And I was like, all right. He goes, I have a scene tomorrow. It's th…”
Vincent Daniel Jul 3, 2023 ▶ 16:53 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023
Assertion Not checkable as stated
Daniel: Few investors tracked monthly subprime securitization data in the late 1990s
“At that time, the primary funding source for all things subprime were securitization, and very few, if any, were actually looking at the data on a monthly basis at that point in time.”
Vincent Daniel Jul 3, 2023 ▶ 14:38 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jul 3, 2023 negative
Opinion
Daniel: Tech critics hypocritically begged for SVB uninsured deposit bailouts
“But the people who got bailed out of uninsured deposits, and the ones who complained about the entire banking system in and of itself, and then were begging, and they got bailed out, that was a pet peeve of mine that drove me insane.”
Vincent Daniel Jul 3, 2023 ▶ 56:33 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.