Jun 18, 2018
Seth Daniels, founding partner of JKD Capital, LLC, and Ben Rabidoux, president of North Cove Advisors, join Grant’s for a thorough analysis of the Canadian housing market and the potential consequences of a downturn.
1:42 Housing: Canada’s #economic engine
5:50 Parallels to the U.S. experience
10:00 Mortgage #fraud...
Jun 11, 2018
The indomitable Montana Skeptic (@MontanaSkeptic1) joins Grant’s for a hearty discussion of the most polarizing car company in the world,
1:51 Is a “supernova” third quarter in the works?
3:54 The basic #bear case
7:49 #Model 3 reservation holders: What now?
13:26 The lawyers circle
16:14 Montana’s overall...
Jun 4, 2018
Francine McKenna, (@retheauditors) transparency reporter at MarketWatch, joins the regular cast of characters to discuss auditing and accounting trends, and their crucial role for investors.
4:07 What do investors get wrong about #financial statements?
8:41 Auditors do not draft financials
13:49 Are certain #law firms...
May 21, 2018
Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud.
2:09 How do managers contend with increasing industry consolidation?
8:51 “A time of...
May 14, 2018
Adam Cohen, founder of Covenant Review, joins Grant’s for an insightful overview of our loosey-goosey credit market.
1:20 “Read the footnotes,” then and now
8:41 Where is the danger for lenders?
13:54 Potential consequences of widespread cov-lite
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