About this episode

Danny Moses discusses market navigation strategies with Porter Collins and Vincent Daniel amid economic uncertainties.

Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny Moses welcomes Porter Collins and Vincent Daniel back to the On The Tape podcast as Q2 earnings begin amid renewed inflation concerns, Middle East tensions, and continued AI-driven equity enthusiasm. They discuss the Fed being “in a box” between cooling inflation, housing softness, and rising government interest costs, and use Kalshi markets to frame views, including expecting no Fed hike before 2027. The conversation shifts to oil staying elevated due to war-driven disruptions, tight refined-product markets, and high crack spreads amid limited U.S. refining capacity, with mentions of core energy holdings. They cover gold’s pullback from 5,500 to around 4,000, the role of central-bank and China buying, and momentum-driven market structure. They debate AI’s CapEx cycle, margin benefits versus later unemployment risks, and then examine midterm election implications and Brazil’s election odds. The episode ends with Open Championship Kalshi picks and a Substack trial offer. Timecodes 0:00…

People in this episode

Host: Danny Moses

Guests: Porter Collins, Vincent Daniel

Topics covered

• Q2 earnings
• inflation concerns
• energy markets
• gold market
• AI impact
• midterm elections
• Kalshi trading

Keywords

• inflation
• energy
• gold
• AI
• midterm elections
• Kalshi
• trading

Sponsors

Kalshi

Mentioned in this episode

Organizations: Kalshi, WAWD, Substack, AI

Places: Brazil

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