Given the tremors reverberating through markets and the banking system, we thought it was the perfect time to bring on hedge fund manager, “Big Short” legend, and KEDM subscriber Porter Collins of Seawolf Capital to talk about similarities and differences between now and the GFC and get a feel for how he is navigating the turbulence.
Kuppy and Porter discuss the current market environment, how they each like to trade in markets like this, how Porter uses KEDM, and the individual names Porter is watching, both short and long
Join us for an timely episode of the KEDM Happy Hour as we welcome back Erik from YWR! After two and a half years, Erik shares his insights on the latest trends in the stock market, macroeconomic shifts, and his recent trip to China.
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for an insightful episode as we dive into the world of finance with Derek, the founder of Gator Capital, a boutique investment advisory firm specializing in the financial services sector. With over 17 years of experience, Derek shares his journey from working at Fannie Mae to running a successful investment firm.
Join us in this episode as we dive into a lively discussion about the current state of global markets, the impact of geopolitical events, and the fascinating world of finance. Our guest, known as "Le Shrub," shares his unique journey from hedge fund CIO to social media influencer, and how he transformed his insights into a popular Substack.