Sep 21, 2019
Bianco Research president and eponym Jim Bianco calls in to
help us make sense of last week’s chaos in short term lending
rates. Jonathan Tepper, founding partner at Variant Perception,
assesses the commercial landscape and identifies potentially
attractive opportunities.
@biancoresearch
@jtepper2
@VrntPerception
8:15 Why didn’t the banks arbitrage those high rates?
13:50 Excess reserves and post-crisis regulation
19:00 Corporate competition on the wane
24:20 Europe set for a rebound?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart
Radio and Google
Play Music. Grant’s Interest Rate Observer is available
at http://www.grantspub.com