• EP 19 - When The Rats Jump Ship

  • Nov 7 2022
  • Length: 46 mins
  • Podcast

EP 19 - When The Rats Jump Ship

Listen for free

View show details

  • Summary

  • Ed revisits themes from previous episodes (and books) that include energy security challenges warned of in Meredith Angwin's "Shorting the Grid", comments from Stanely Druckenmiller on interest rates and inflation, and questionable business operations in commodity trading that speak to Javier Blass' "The World For Sale."


    The episode goes on to cover developments in US housing markets, European industrial production (stagflation), a fraud warning from the SEC, and expensive diesel futures in the US that could be a harbinger of shortages. 


    At the end of the episode Ed visits an interesting new short idea taken from an anonymous prior fund manager.


    layoffs.fyi


    https://www.cnbc.com/2022/11/03/stripe-plans-to-lay-off-14percent-of-workers.html


    https://www.wsj.com/articles/sec-accountant-warns-of-heightened-fraud-risk-amid-recession-fears-market-selloff-11667427464


    https://www.prnewswire.com/news-releases/adp-national-employment-report-private-sector-employment-increased-by-239-000-jobs-in-october-annual-pay-was-up-7-7-301666097.html#:~:text=2%2C%202022%20%2FPRNewswire%2F%20%2D%2D,(%22Stanford%20Lab%22).


    https://www.ft.com/content/ebcea340-6773-401b-85bd-2cd37bb09fb9
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about EP 19 - When The Rats Jump Ship

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available