At the 2024 Delivering Alpha Conference, David Einhorn, president of Greenlight Capital, shared his insights on the current economic and market landscape. Here are the key highlights from his conversation with Leslie Picker:
Post-Election Outlook and Inflation
Einhorn began by reflecting on the surprising election results, which brought political stability and resolved uncertainty. This, he believes, is a positive shift for the country, allowing for a clearer direction moving forward. On the economic front, Einhorn remains cautious about inflation. While he doesn’t expect the levels of inflation seen in recent years, he anticipates inflation will...