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