Time to make the Donuts

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Manage episode 244710130 series 1428950
By Grant's Financial Publishing, INc. and Grant's Interest Rate Observer. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

131 episodes