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Grant’s Current Yield Podcast

Jul 14, 2019

Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and some of our favorite profitless unicorns.
2:10 Decelerating growth and replacement demand
5:13 Jay’s preferred...

Jul 5, 2019

Carl E. Walter, longtime bank executive and coauthor of “Red Capitalism,” joins the program to discuss important recent happenings in China.

2:55 Reading the tea-leaves
8:12 Baoshang Bank: A small fish causing big problems
14:12 Hong Kong and the mainland
19:56 More stimulus on the way?
24:38 Swapping loans for...