David Einhorn

David Einhorn, Chairman of Greenlight Capital, discusses broken market structures and the death of value investing. He shares his successful shorting of Lehman Brothers and explores the psychology behind wealthy investors. Einhorn also discusses Greenlight Capital's decision-making process, investment strategy, and the SEC's handling of accounting fraud allegations against Tesla. He delves into the process of writing quarterly letters and post-mortems, a day at Greenlight, and the Fed's handling of inflation. Einhorn Collaborative's effort to bridge people together and advice for recent college grads are also discussed.

David Einhorn, President of Greenlight Capital and a renowned value investor, shares his insights on navigating the investment landscape. He discusses his notable short positions, like those in Lehman Brothers and Allied Capital. The conversation touches on the evolution of investing strategies since 1996, addressing current banking issues and macroeconomic factors. Einhorn also reflects on the psychological aspects of investing, the impact of AI on valuations, and the importance of contrarian approaches in today's market.

David Einhorn, the founder of Greenlight Capital and a prominent value investor, shares his insights with Bloomberg's Sonali Basak. He highlights the potential of Peloton despite its recent downturn, praising its loyal customer base and promising subscription model. The discussion also touches on market valuations in the context of AI investments, short selling strategies in turbulent markets, and the implications of rising gold prices. Einhorn emphasizes the importance of navigating these dynamics thoughtfully as economic conditions evolve.

David Einhorn, President of Greenlight Capital and a savvy market commentator, joins to discuss Tesla's remarkable earnings boost and its impact on stock performance. He delves into the challenges Tesla faces with its ambitious growth and autonomous future. The conversation also touches on Nvidia's strategic partnership in India and the evolving landscape of AI investment opportunities. Einhorn shares insights into innovative strategies for navigating today's volatile market, emphasizing the importance of adapting to rapid technological changes.

David Einhorn discusses the impact of passive investing on value investors and where potential opportunities may lie. He shares insights on market dynamics and strategies for active investors to navigate the changing landscape. The podcast explores how passive investing has influenced valuation discrepancies and the shift from active to passive investing.