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.

0:55 Positioning in an “everything bubble”

6:15 WeWork and trouble in tier-one real estate

11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming?

17:30 Opportunities and risks in the energy patch

20:20 Uber, unicorns and free money

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Time to make the Donuts