Show notes
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.ioThis episode is sponsored by Public: https://public.com/openingbellWatch on YouTube: https://youtu.be/HnEZZN9VPG4Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:30 - AI and Citrini sell-off3:20 - Bear case for AI5:55 - Software stocks9:00 - Amberdata10:00 - Magnificent 7 and AI fears13:37 - Bullish gold16:45 - Energy exposure18:25 - Bullish Brazil, EM20:30 - Private markets risk, $OWL24:50 - Inevitable money printing27:09 - Big Short 2008 lessons29:30 - 2008 and lack of faith33:10 - Follow VinnyDisclosure: 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