Review of "Hot Trades" Blogs 2020
Pierpoint Perspective$
English - December 17, 2020 01:01 - 56 minutes - 38.5 MBInvesting Business investing securities lending finance collateral repo prime brokerage Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Jeroen Bakker and Roy Zimmerhansl review Jeroen's blog post series of (In)Famous Hot Trades that involve securities lending.
The blog posts mentioned in the episode are listed as part of the timeline
Timeline
00:00 Introduction
8:04 Wirecard https://bit.ly/HotWirecard
11:09 Grenke AG https://bit.ly/HotGrenke
15:49 GSX TechEdu https://bit.ly/HotGSXTech
20:50 Volkswagen/Porsche and “what is a Short Squeeze?” https://bit.ly/HotVWPorsche
26:39 Citigroup https://bit.ly/HotCiti
34:12 Carillion https://bit.ly/HotCarillion
37:51 Nikola https://bit.ly/HotNikola
44:55 DoorDash IPO – a future short?
48:28 A request from Jeroen from Podcast Listeners
48:52 Jeroen’s favourite blog post(s)
51:50 Roy's “Thank Yous” and wrap-up