Episode 101: Interview with Brad Freeman
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Ryan’s topic was the big news from last week: Clover Health getting investigated by Hindenburg Research. The analysis was very damning, and makes me skeptical about the current SPAC environment, Social Capital, and the integrity of Chamath Palihapitiya.
My topic was Stan Druckenmiller’s talk with Goldman Sachs. Some of the stuff was a bit over our heads, so apologies if anything was wrong, but I think it was a discussion that will inspire people to think more about how interest rates, stimulus, and the vaccine impact their investments.
The interview with Brad was great. We all work at the Motley Fool as writers, so make sure to check out his stuff there. Also, he laid out two solid cases for investing in Boeing and SoFi, but with entirely different mindsets. Follow Brad on Twitter here.
Not many other topics this week (although we started a fund! Which you should check-out here) as everything got consumed by WSB/GME, which we didn’t want to talk about again. Hope to have some solid interviews in the next few weeks, and looking forward to talking Mohawk with Ian and Ryan on Thursday.
Disclosure: The author and podcast guests are not financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.