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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
Subscribe to Grant\\u2019s Podcast on\\xa0iTunes,\\xa0Stitcher,\\xa0iHeart Radio\\xa0and\\xa0Google Play Music.\\xa0Grant\\u2019s Interest Rate Observer is available at\\xa0http://www.grantspub.com
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