Hedgeye Podcasts

Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management

Mar 1, 2023

01:01:29

Highlights

AI Chapters

Episode notes

Is There Opportunity in the Digital Asset Category?

01:42

Willful Blindness

03:50

What's the Problem With China's X Files?

03:42

Introduction

4min

Is There Opportunity in the Digital Asset Category?

2min

Cryptocurrency

2min

Can You Just Like Spill the Beans on Tether?

3min

Tricking Banks Opening Accounts

2min

FTX - What's Your Risk?

2min

Orange Jumpsuits - It's Hard to Get One on Someone

2min

Is There an Institutional Force That Can Get Away With It?

3min

ETFs

3min

10.

Biodiversity Credits - What's Your Best Long in That Space?

3min

11.

Is Crypto a Necessary Asset Class?

4min

12.

NYSE - Is That a Billionaire?

2min

13.

Are You Just Like Fucking With Me?

6min

14.

I'm Long Defense Stocks, Defense Companies, Military Stocks?

2min

15.

Is 2023 an Inflection Point?

3min

16.

Are You a Whistleblower?

2min

17.

The U2 Spy Plane Picture, You Know?

3min

18.

Willful Blindness

4min

19.

What Do You Think About Long China?

3min

20.

What's the Problem With China's X Files?

4min

21.

Are You Long Uranium?

2min

22.

Hedge Eye - Real Conversations

2min

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Join Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space

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