The Exchange MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
Jan 18, 2024
Ben Axler, Spruce Point Capital founder, defends his new short of MSCI while discussing contrarian trades. The podcast also explores the upcoming 'deepfake election' and the actions taken by platforms and regulators to defend our democracy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Controversy Surrounding MSCI and Spruce Point Capital
03:28 • 15min
The Deepfake Election and Mortgage Rates
18:02 • 2min
Regulating AI in Elections
19:42 • 13min
Google Job Cuts, Hostage Release Deal, HHS Grant Theft, and OpenAI Partnership
32:31 • 2min
Mixed Signals in the Housing Market
34:28 • 11min
Boeing's Financial Impact and Competitors in the Aero Structures Industry
45:16 • 2min