Business
This episode contains the following and rough timestamps;0.00 Credit mentality and short-selling10.00 Market oddities – BB bond yielding 1.5% in a distressed potash business24.20 Balance-sheet driven focus and looking for companies that are forced to grow31.00 Why is Jeremy not primarily focused on fraud39.00 Peleton and the question of trading (Netflix)43.30 One thing Jeremy took away from shorting Tesla50.10 Jeremy’s best and worst trades (Quicksilver and cannabis stocks)58.00 How does Jeremy think about timing – looking for zeros61.00 Shorting NIO (NIO)78.00 Jeremy’s best short pick now – Westshore (WTE.TO)89.00 What would Jeremy do more of if he were to start all over againFinally, here is Jeremy’s twitter and his website.