Jul 14, 2017
A look back at some good calls, and some-not-so-good ones.
Articles mentioned in this #Podcast:
2:52 Grant’s 1987 bearish call on #Japan
4:40 Sell common stocks, said #Grant’s in...
Jul 10, 2017
A fast-moving exegesis of the June minutes of the Federal Reserve’s rate-setting committee. Plus, the world reconsiders the investment merits of low-yielding sovereign debt denominated in depreciation-prone fiat currencies.
Jun 30, 2017
Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz.
Jun 26, 2017
The renowned fixed-income analyst discusses the flattening yield curve, the reluctant Fed and the sinking finances of his home city, Chicago.
Jun 19, 2017
The Federal Reserve, ostensibly “data-driven,” pledges to continue to lift its tiny federal funds rate. It has never done so in times like these. Also: grocery price wars and a tentacled Chinese insurance company.
1:31 The #Fed is determined to hike #rates
5:28 Record private business #debt
8:17 Tightening cycles...