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Time to make the Donuts
Manage episode 244710130 series 1428950
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
198 episodes
Manage episode 244710130 series 1428950
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
198 episodes
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