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Stan Druckenmiller: Notes From The Grant’s 2018 Interest Rate Observer “The bombs are going to go off and things will be getting ugly”

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Jacob Wolinsky
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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

Below are rough notes from the famous Stan Druckenmiller on his macro outlook a tad more in depth then our prior notes slightly less than 1k words though.

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

Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes – this is for information purposes only and not investment advice


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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