Vincent Daniel

Vincent Daniel has discussed 9 US public companies across 2 Against the Rules with Michael Lewis episodes, per Ticker.id. Top: $CVNA, $GOOG, $NOW, $INTU, $GLAS.

  1. He was piggish.
    Vincent Daniel · The Real Eisman Playbook · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75 · 2026-09-14
  2. So then you start with theatricality and deception by playing twist games... he's trying to have his Draghi moment.
    Vincent Daniel · The Real Eisman Playbook · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75 · 2026-09-14
  3. What we would contend always was that when you woke up in the morning and you turned on CNBC, right, and you saw rates benign NVIDIA up, up, Apple up. That made everyone calm and said, and said nothing's wrong here, right?
    Vincent Daniel · The Real Eisman Playbook (private feed for jude@towers.net) · The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks · 2026-09-14