Houston, Do We Have A Problem?

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com"Friday Night” can’t come soon enough as investors need a break from the volatility in the markets. While the midterm elections provided an initial boost to the markets, there are many cross-currents happening and the guys discuss what they are watching.

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This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe theme song this week, “Movin Out”, pretty much encapsulates what investors are doing with their A.I. related stocks, and what the boys are dong with some of their positions.Lots to discuss this week following some high profile earnings reports and the Federal Reserve meeting. The guys share their thoughts on the “A.I. trade” and what they are watching.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comOn this week’s “Friday Night Dirty” we welcome in our friend Peter Boockvar, author of “The Boock Report”, to share his thoughts on the markets...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comA Thursday recording of the Friday Night Dirty as Vinnie and Porter are on the road in Nashville and they provide some takeaways from the events.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comFresh off the Brazilian elections, the guys turn their attention to the Southern Hemisphere. While there will be a runoff on October 25th, it’s looking more likely that Bolsonaro will prevail, and if so, there is potentially more upside to stocks in the region.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comDean Martin’s “Houston” opens this week’s Dirty and the guys recap their trip there this week and takeaways from the HOOD Summit.After some soft economic data this week that lowered the chance of a Fed rate hike at the October meeting, rates are well off their lows and still present a challenge to the markets. The guys share their thoughts.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe “Dirty” opens with Jackson Browne’s “Running on Empty”, which best describes the state of the U.S. Treasury Market.If rates keep rising, the guys believe we will begin to see its impact in both credit and equity markets.Vinnie and Porter express their frustration with some recent actions and changes at Glass House (GLAS) and  Danny expresses his fru…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s Friday, so that means it’s time for the “Friday Night Dirty” and the guys are a bit “Dazed and Confused” but they do their best to sift through the noise.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comPorter and Vinnie are joined by producer Jacob for a Discord-sourced AMA covering their investing process, portfolio monitoring, and current themes.