Surf and turf

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 #disruption”, while barriers to entry rise 12:04 Summertime for corporate #fraud Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit grantspub.substack.com