

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