Cycles Matter: Shorting Semiconductors

Published on
May 28th, 2019
22 minutes

Cycles Matter: Shorting Semiconductors

Trade Ideas ·
Featuring David Levine

Published on: May 28th, 2019 • Duration: 22 minutes

David Levine, founder of Odin River, returns to Real Vision to express his bearish view on semiconductors. In this interview with Justine Underhill, Levine discusses his broader outlook for the market, drills down on the group's relationship with global growth, and notes how much downside he expects for one particular stock: Micron Technology. Filmed on May 23, 2019.