Oct 18, 2019
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.,...
Oct 11, 2019
Oct 3, 2019
George Selgin, director of the #Cato Institute's center for monetary and financial alternatives, calls in to discuss remarkable recent events in the banking system and the potential implications.
@GeorgeSelgin
1:21 A money market which fails to clear
5:45 Interest on excess reserves: Unintended consequences
11:24 Too...