The End Game Ep. 39 - David Einhorn PREVIEW

The latest guest to grace The End Game series is hedge fund legend, value investor, reformed shortseller and poker wizard, David Einhorn.

In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market and the likelihood that inflation, far from being transitory, is now structural.

Throw in a dissection of where central banks find themselves, and a fascinating glimpse into David's experiences at some of the highest stakes poker tables in the world and you have all the ingredients necessary for a classic End Game conversation.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!