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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