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...
Oct 2, 2017
Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg
0:48 President #Trump vs Candidate Trump
4:42 Adam’s thoughts on #oil
6:44 How to play a rising oil price
13:00 Implications of increased hedging activity
15:53 The outlook for #copper and #gold