Short-Selling Is Not Dead, Says Neuberger Berman’s Kantor

The video discusses the evolving landscape of short selling, emphasizing its importance in 2020 and 2021. It highlights the market dynamics in January, where heavily shorted stocks were covered, affecting both good and bad companies. The speaker underscores the opportunities in short selling by understanding company positioning within sectors and the global supply chain. The video concludes with strategies for managing short positions, focusing on risk management and awareness of short interest levels.

What factors contribute to the current environment where security selection and risk management are important?

How has short selling created opportunities in the current market?

What does the speaker mean by 'betting against' a company?

What are the risks associated with short selling according to the speaker?

How does the speaker describe their approach to managing short positions?