May 21, 2018 18 min

Surf and turf

from Grant's Current Yield Podcast Hosted by James Robertson

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

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Surf and turf

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