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
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