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In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020.
Articles and videos referenced in this episode:
Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble
https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US
David Einhorn: 10 Signs The Bubble Has Already Popped
https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
https://youtu.be/AgpylaBGLHw
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Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com