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?
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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?
Mar 12, 2018
Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe.
1:17 The People's Republic of #Debt
3:17 #Zombie bond market for zombie companies
7:10 ECB scorns #tariffs, buys bonds
13:09 The perils of #social media
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Mar 5, 2018
Stephen Stanley, chief economist and Xavier Negroni, co-head of the finance desk at Amherst Pierpont Securities, join the Grant’s team to try and make sense of the jump in short rates, while speculating on the Fed’s next move.
2:17 The mighty #dollar is getting no respect
6:48 The Feds Powell debuts in front of...