On today’s show we discuss:
- Pizza arbitrage
- Vaccine volatility
- Buffett dumping stocks
- Uber layoffs
- Retail hurt by the virus, existing trends, and private equity
- JC Penney paying bonuses ahead of possible bankruptcy
- Softbank posts $17.7 billion loss on WeWork and Uber
- Powell on 60 Minutes
- Housing demand is through the roof
- The richest neighborhoods emptying out
- Damodaran on current markets
- Vanguard on the benefits of…private equity
- Softbank slide deck
Listen here:
Charts:
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