Why Apple and Exxon Bonds Beat U.S. Treasuries for Your Portfolio
Teaser Video
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.
Why Apple and Exxon Bonds Beat U.S. Treasuries for Your Portfolio
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