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Vincent Daniel of Seawolf Capital returns to Forward Guidance to share his latest thinking on bank stocks, market structure, and long/short investing.\nImmortalized in \u201cThe Big Short,\u201d Vincent\u2019s interview with Jack and his partner Porter Collins in January 2022 can be found here: https://www.youtube.com/watch?v=_b_HCd0ir3k&t=10s\n____\nToday's show is sponsored by Public.com: Get a 5.4% yield when you open a government-backed Treasury Account by going to https://public.com/forwardguidance\n____\nFollow Vincent Daniel on Twitter https://twitter.com/VD718\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n\n____\nTimestamps:\n(00:00) The Current Setup\n(06:49) Did SVB Response Fuel Recent Stock Market Rally?\n(09:22) The Perils Of Shorting Stocks\n(13:07) Debt Ceiling Resolution\n(21:17) Public.com\n(22:21) Passive & Vol Targeting Funds\n(26:24) Outlook on Stocks\n(29:47) Importance of Stop-Losses\n(31:12) How Much Research Before Taking A Position?\n(32:33) Concentration Risk/Reward: How Many Positions?\n(34:10) Why Vincent (and Porter) Shorted Banks Before Silicon Valley Bank Collapse\n(39:31) Banks' Moats Are Less Valuable Now, Says Vincent\n(42:58) Bank Run Risk Is Higher Now Than During Great Financial Crisis\n(44:52) Core Tier 1 Is Nonsense\n(54:01) Private Equity\n(01:02:30) Can High Debt Levels Hanlde High Interest Rates?\n(01:06:09) Slaying The Inflation Dragon\n(01:07:57) Vincent's Views On Bank Stocks Going Forward\n(01:12:46) Energy Stocks\n(01:17:00) "The Fed Put Never Died\u201d\n(01:19:19) Views On Recession Risk: "It's Hard For Me To See A Reflationary Boom"\n(01:21:52) Uranium\n____\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.