Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses

“As an ordinary joe, my concern is that we are going to see the little people bail out financial institutions and the rich when this bubble bursts. The long term trade seems to be the rich are underwritten by the tax payer and the rich lobby…”

“True contrarian thinking: KHC is the best opportunity in the market and nobody is talking about it. Others include GIS, CAG, FLO, CPB, and other consumer staples w/ stable sales and extremely high FCF yields.”

“Financialization is EVERYTHING. The US economy is based around the premise of: "If we wanna build it, let's look for a sucker bank or PE to finance it for us, they'll lever it up 10x and then offer shares to Mom and Pop investors who earn m…”

“Vincent at minute 26, I think the jobs problem is already here. In 2025, Non-Farm Payroll were basically ZERO and in 2026 we are up 612K. A good economy should be creating 2M jobs a year.”