Time to make the Donuts

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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit grantspub.substack.com