Oct 31, 2018
Jonathan Tepper, founder of macro research firm Variant Perception and author of The Myth of Capitalism, calls in to discuss the rise of corporate monopolies and its implications. @jtepper2
1:24 The Myth of Capitalism and Amazon.com, Inc.
6:08 The beer industry, duopolies and innovation
10:14 Low interest rate policy...
Oct 29, 2018
Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fed. @rcwhalen
1:22 The banks, as safe as a house?
6:51 A tightening Fed and profits
10:55 Rising credit costs coming down the pike
6:48 Leveraged loans, then and now
Oct 22, 2018
Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant’s to talk markets, volatility and anticipating the future. @Dcurnutt
1:42 Today and 2017, have things changed?
5:52 #Gold, the anti-S&P
11:23 Risk parity and trend followers: The next step
19:50 Opportunities in cyclical...
Oct 15, 2018
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation.
4:48 The future path of inflation
9:34 Keynes and the 1960’s
12:36 An interest rate surprise?
17:03 Financial repression and conventional...
Oct 9, 2018
Kevin Warsh, former Federal Reserve governor and distinguished fellow at the Hoover Institution, pays Grant’s a visit to discuss the state of the world and markets.
1:55 Making sense of the move in bond yields
6:20 The Fed and the market. Who’s in charge?
11:41 Generation-length trends in interest rates