Apr 9, 2018
Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more.
1:00 Where are #rates going?
5:51 The #Fed and the Heisenberg principle
11:07 Potential consequences of a decade of interest rate #price control
15:10 The significance of a three percent 10-year #yield
Apr 2, 2018
David Stockman, director of the Office of Management of Budget under President Reagan and master of mazy budgetary arithmetic, joins Jim and Evan for a scintillating discussion of fiscal and monetary matters.
0:00 The #Simpsons foreshadowing
3:20 Deficits and #debt monetization. What’s the harm?
9:01 Requiem for a...
Mar 28, 2018
Jim, Evan and Phil revisit Grant’s 2017 bearish analysis of Facebook, with historical analog.
2:05 “Sell #Coke” 1996
6:06 Paul Fusselll and #human folly
10:41 Where do we stand now?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available...
Mar 26, 2018
Biff Robillard, president and co-founder of Bannerstone Capital Management, LLC, joins the team to share his insights on the markets and investors’ state of mind.
1:40 Major changes are afoot
5:18 Rough road ahead for the #dividend aristocracy
9:05 #Pricing power, who has it?
14:55 Lack of #investor enthusiasm
Mar 19, 2018
Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion.
1:52 Interest #rates, then and now
4:11: “The #bond market has been rigged”
7:22 #Inflation is the big risk
12:08 Has #macroeconomics succeeded?