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Jason Trennert – Strategas: Private equity is going to be a huge problem – Grant’s 2018 Interest Rate Observer

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Jacob Wolinsky
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Stay tuned for more from Grant’s 2018 Interest Rate Observer which took place on October 9th 2018 in NYC All content will be posted at this link and in our Q3 letters archive so stay tuned.

Q3 hedge fund letters, conference, scoops etc

Below are the rough notes from Jason Trennet.

See Stan Druckenmiller on his macro outlook

See Francine McKenna on accounting games played by MoviePass, Tesla, Valeant, GE, and … Berkshire Hathaway

See Moffett Nathanson Pitches Short $T Debt

Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes also this presentation is brief at only500 words we will have much more from...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid