Forums  > Off-Topic  > Danny Moses (Frontpoint Capital) podcast interview  
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Total Posts: 47
Joined: Nov 2013
Posted: 2017-05-09 03:48
Pretty interesting interview, about 70 minutes long: Link

Their firm was portrayed in The Big Short with Steve Carrell/'Mark Baum' as Steve Eisman.

Talking about how companies are "riding the non-GAAP earnings train" to get inclusion in ETFs, and how those seem to be among the most frothy areas related to fundamentals won't matter until a downside correction in the broad market, etc. Light listening..

"How be caught up in a game and have no idea of the rules." - C.S.
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