What podcasts say about Porter Collins
Every statement, with the speaker, the exact quote and the moment it was said.
What Porter Collins has said on podcasts
15 statements · 6 positive · 7 negative · 2 neutral
Interest expense and entitlements exceed tax receipts by 10%.
“interest expense plus entitlements is 110% of tax receipts.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 1:34
The dollar’s long-term decline will continue and probably accelerate.
“I think that trend continues and probably accelerates at this point because they're out of arrows.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 3:55
Gold will be substantially higher in five years.
“I think if I look back in five years, I think it's going to be a lot higher.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 4:09
AI companies, including Anthropic, will enter public markets to obtain funding.
“They're going to let AI come public. They're going to let Anthropic come public because they need to.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 17:26
Flooding markets with new capital can create problems.
“if you flood a market with capital, right, it's problematic.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 18:18
Full self-driving technology is roughly a decade behind and currently at Level 3.
“full self-driving is about a decade behind. And it's at level three.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 19:13
OpenAI has been losing market share continuously.
“They had huge market share and they lose it every day.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 22:55
Buying OpenAI in bankruptcy would likely be an excellent deal.
“whoever buys open AI at a bankruptcy, it's going to be a fantastic deal.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 24:22
Multi-manager hedge funds require software longs and shorts to remain balanced.
“they want you to be long some software and short the bad software. And so you're more perfectly balanced within your portfolio.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 29:27
Porter Collins is currently short FICO.
“We are short FICO.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 34:02
Carvana trades at roughly 30–40 times earnings and is expensive.
“It's expensive. It's like 30 or 40 times earnings.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 39:54
Porter Collins owns a substantial position in Golar.
“we own a lot of a company called Golar.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 41:28
Two Golar ships will begin exporting Argentine gas next year.
“the big thing for them is they're going to move these Golar ships in, two of them, and pull the gas out starting next year.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 43:05
Argentine gas exports will greatly expand the budget surplus and lower interest rates.
“we think because of that. Budget surplus go wild and interest rates, which have gone down from 100 plus percent to 30, come down a lot more.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 43:15
Gold will continue performing well under ongoing money printing.
“I think that gold continues to do well.”
Open the episode · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75Listen at 48:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.