Vincent Daniel is one of the legendary investors featured in “The Big Short” and he is the co-founder of Seawolf Capital. He joins Phil Rosen to discuss the outlook on the AI trade, specific trade ideas for 2026, why he’s bullish on Brazil, gold and uranium, and much more.

This episode is sponsored by Amberdata: https://Amberdata.io

This episode is sponsored by Public: https://public.com/openingbell

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Timestamps:

0:30 - AI and Citrini sell-off

3:20 - Bear case for AI

5:55 - Software stocks

9:00 - Amberdata

10:00 - Magnificent 7 and AI fears

13:37 - Bullish gold

16:45 - Energy exposure

18:25 - Bullish Brazil, EM

20:30 - Private markets risk, $OWL

24:50 - Inevitable money printing

27:09 - Big Short 2008 lessons

29:30 - 2008 and lack of faith

33:10 - Follow Vinny

Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

#podcast #investing #markets #macro #stocks #bitcoin #fed

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Erscheinungs­datum: 27.2.2026, 14:00:00