Nov 22, 2017
A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition
1:53 #GE in 1990
7:50 Mortgage #bonds in 2006
11:52 Valeant #Pharmaceuticals in 2014
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Nov 10, 2017
Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks.
1:54 Paul’s #bitcoin trading strategy
7:40 Value in #Japan
12:30 Other periods of technological #disruption
14:45 Is #Exxon vulnerable to a market downturn?
17:14 Strategies for an...
Oct 30, 2017
Jim, Evan and Phil hold forth on noteworthy sightings in credit, while Jim challenges a core premise of modern central banking.
0:43 #ECB taper announcement
2:36 Taylor Rule funds rate and the flattening yield curve
5:05 The search for “stability”
8:35 Kobe Steel bondholder surprise
9:55 10-year yield at a key...
Oct 18, 2017
Jim, Evan and Phil take inventory of notable topics and unusual occurrences around the world.
2:50 Blackrock and Vanguard assets approach #China GDP
5:59 Indexation, or unmanaged #money?
7:13 Magically shape-shifting earnings at #GE
10:30 Market Makers: New kids on the block
12:43 1987 stock market #crash turns 30
Oct 11, 2017
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor.
0:53 Employment trends and #business activity
2:42 Low rates begets overcapacity
6:28 Risks for franchisees
8:10 Who owns the #real estate?
11:45 Global synchronized recovery and...