The End Game Ep. 39 - David Einhorn PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 30 October 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The latest guest to grace The End Game series is hedge fund legend, value investor, reformed shortseller and poker wizard, David Einhorn. In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market and the likelihood that inflation, far from being transitory, is now structural. Throw in a dissection of where central banks find themselves, and a fascinating glimpse into David’s experiences at some of the highest stakes poker tables in the world and you have all the ingredients necessary for a classic End Game conversation. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing you discussed should
0:14.1	be considered as investment advice. This conversation is for informational and hopefully
0:19.0	entertainment purposes only, so while we hope you find it both informative and entertaining,
0:24.1	please do your own research or speak to a financial advisor before putting a dime of your
0:28.7	money into these crazy markets.
0:29.7	You're about to listen to a special preview edition of the end game featuring our very
0:41.3	special guest, David Einhorn of Greenlight Capital. In this conversation, David elaborates
0:46.0	on recent comments he made about the supposed death of value investing. He also explains
0:50.3	why he believes inflation is now structural and he highlights the difficulty facing central
0:54.3	banks. He also takes us in the side of the experiences at some of the highest stakes
0:59.2	poker tables in the world. Every episode of the Grand Williams Podcast including the end
1:03.9	game, Super Terrific Happy Hour, The Narrative Game, this week in Doom and Shifts Happen
1:08.8	is available to copper and silver tier subscribers at my website, grandbeshwariams.com. Copper
1:14.2	tier subscribers can access to all the podcasts, while members of the silver tier get both the
1:18.1	podcasts and my monthly newsletter at Things that Make You Go. So if you enjoy what you're
1:22.8	on the show and you want more high quality content like it, then please make your way
1:26.9	over to granddashwariams.com and join our exciting community today. And now, I'll be the
1:32.6	show.
1:33.6	David, welcome to the end game. Thank you so much for taking the time to do this. We are
1:45.7	thrilled to have a chance to talk to you.
1:47.6	I'm delighted to be here. You know, I think I've listened to pretty much every end game
1:53.9	podcast that you guys have had. I'm a huge fan of the show. So I think I'm like a frequent
	...

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