FinanceGrant's Current Yield Podcast

    Time to make the Donuts — Grant’s Current Yield Podcast Ep. 100


    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

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