Porter Collins
Former trading desk partner and market commentator focused on macro, energy, and positioning, and co-creator of the What Are We Doing Substack community.
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Apr 1, 2026 • 38min
WAWD Reunion: Porter Collins and Vincent Daniel Are Back for On The Tape
Vincent Daniel, former sell-side analyst turned writer and co-founder of What Are We Doing Substack, and Porter Collins, ex-trading desk partner and macro/energy commentator, reunite with Danny. They tackle oil, interest rates, and the dollar as the main macro inputs. They discuss Iran headlines, energy infrastructure’s market impact, gold and gold miners, positioning-driven reflex rallies, quarter-end flows, and private credit risks.
