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.\xa0
0:55 Positioning in an \u201ceverything bubble\u201d
6:15 WeWork and trouble in tier-one real estate
11:30 Low rates in the U.S., negative rates elsewhere.\xa0 Convergence coming?
17:30 Opportunities and risks in the energy patch
20:20 Uber, unicorns and free money
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