Citron Founder on Outperformers in 2020

The transcript discusses investment strategies during the pandemic, focusing on Amazon's perceived safety and the performance of stay-at-home stocks like Peloton and Wayfair. It explores Amazon's future prospects, including potential challenges and opportunities. The speaker shares their investment strategy for the year, emphasizing short exposure and the importance of stock picking. Bitcoin is discussed as an alternative asset with speculative potential. Finally, predictions on tech market trends and potential disruptions, particularly in the retail investor space, are highlighted.

What concerns were raised regarding Amazon's healthcare venture?

What predictions were made about the future of Bitcoin?

How did the speaker view the potential for a tech market crash?