This week Kevin &amp; Patrick welcome, Vincent Daniel &amp; Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.
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GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)

Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.