David Einhorn: Market Structures Are Broken
Masters in Business
Directly Expressing Opinion vs. Indirect Methods in Investment
Investors can use inflation swaps to directly bet on reported inflation levels compared to market expectations, eliminating the need to predict market sentiment. This direct method can be more effective than indirect approaches to investing. Shorting in today's market is challenging due to the lack of value consideration among many investors, making it difficult to determine what assets are truly worth.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
