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JTDerp


Total Posts: 38
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 equities...how fundamentals won't matter until a downside correction in the broad market, etc. Light listening..

The clouded mind seeks; the emptied mind finds.
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