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Grant’s Current Yield Podcast

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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