David Einhorn Talks ZIRP, AerCap, John Bush, And More At Grant’s Conference

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Rupert Hargreaves
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When speaking at the recent Grant’s Spring Conference at the Plaza in New York, David Einhorn, president of Greenlight Capital presented two ideas — one long and one short. He preceded these recommendations with some commentary on US interest rates stating that: “I remain of the view that higher rates will surprise by improving the economy on Main Street even though it is quite possible they would create some turbulence on Wall Street, as most equities are now highly priced, and a select group are in a bubble.” He continued: “Low interest rates make workers save more as they can’t…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk