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Time to make the Donuts

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Manage episode 244710130 series 1428950
Content provided by Grant's Financial Publishing, INc. and Grant's Interest Rate Observer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant's Financial Publishing, INc. and Grant's Interest Rate Observer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side.

0:55 Positioning in an “everything bubble”

6:15 WeWork and trouble in tier-one real estate

11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming?

17:30 Opportunities and risks in the energy patch

20:20 Uber, unicorns and free money

Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

  continue reading

198 episodes

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Time to make the Donuts

Grant’s Current Yield Podcast

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Manage episode 244710130 series 1428950
Content provided by Grant's Financial Publishing, INc. and Grant's Interest Rate Observer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant's Financial Publishing, INc. and Grant's Interest Rate Observer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side.

0:55 Positioning in an “everything bubble”

6:15 WeWork and trouble in tier-one real estate

11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming?

17:30 Opportunities and risks in the energy patch

20:20 Uber, unicorns and free money

Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

  continue reading

198 episodes

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