Guy, Dan, and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss why investors shouldn’t fight the Fed (3:07), where to find value (15:00), reversion of the memes (27:19), the untouchable Elon Musk (33:20), and Danny “Rips Off The Tape” on LIBOR transition to SOFR (40:42). Later, the group answers listener questions (50:00).
