
 Hedgeye Podcasts Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
 Mar 1, 2023 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22 
 Introduction 
 00:00 • 4min 
 Is There Opportunity in the Digital Asset Category? 
 03:30 • 2min 
 Cryptocurrency 
 05:13 • 2min 
 Can You Just Like Spill the Beans on Tether? 
 07:26 • 3min 
 Tricking Banks Opening Accounts 
 10:05 • 2min 
 FTX - What's Your Risk? 
 12:17 • 2min 
 Orange Jumpsuits - It's Hard to Get One on Someone 
 14:30 • 2min 
 Is There an Institutional Force That Can Get Away With It? 
 16:17 • 3min 
 ETFs 
 19:41 • 3min 
 Biodiversity Credits - What's Your Best Long in That Space? 
 22:17 • 3min 
 Is Crypto a Necessary Asset Class? 
 25:28 • 4min 
 NYSE - Is That a Billionaire? 
 29:25 • 2min 
 Are You Just Like Fucking With Me? 
 31:29 • 6min 
 I'm Long Defense Stocks, Defense Companies, Military Stocks? 
 37:04 • 2min 
 Is 2023 an Inflection Point? 
 38:41 • 3min 
 Are You a Whistleblower? 
 41:25 • 2min 
 The U2 Spy Plane Picture, You Know? 
 43:29 • 3min 
 Willful Blindness 
 46:38 • 4min 
 What Do You Think About Long China? 
 50:28 • 3min 
 What's the Problem With China's X Files? 
 53:29 • 4min 
 Are You Long Uranium? 
 57:11 • 2min 
 Hedge Eye - Real Conversations 
 59:22 • 2min 
