David Einhorn just started one of the most important conversations we can have in a bubble

Billionaire investor David Einhorn thinks he's pointed out the salient characteristics of some of the frothiest stocks in today's market. Those are the stocks that can show you the narrative of this bubble — the story we've told ourselves that's worth more than actual money. Maybe it's time to give that story a name. David Einhorn, the founder of hedge fund Greenlight Capital, has started one of the most important conversations we can have during any stock market bubble. It is not...