Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor.

0:53 Employment trends and #business activity

2:42 Low rates begets overcapacity

6:28 Risks for franchisees

8:10 Who owns the #real estate?

11:45 Global synchronized recovery and record #credit creation

14:20 Timeless cyclical psychology

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Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg

0:48 President #Trump vs Candidate Trump

4:42 Adam's thoughts on #oil

6:44 How to play a rising oil price

13:00 Implications of increased hedging activity

15:53 The outlook for #copper and #gold

Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe

0:37 European #highyield or Treasurys, take your pick

3:44 Homeowners in #China taking a shine to mortgage debt

7:13 Securities analysis is back

11:45 Cliff Asness, momentum and #Amazon

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A common theme connecting some of today's most popular investments: a very, very long time horizon

1:30 #Austria floats a 100-year bond

3:24 Limited supply of #bitcoin?

4:24 #Tesla promises one million cars per year

7:30 Five year/five year #Euro inflation swap rate

12:58 Hawkish hints

16:40 Half-empty #FOMC

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Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network.

1:10 President #Trump and Central Bankers

5:23 It's hard to make predictions, especially about the future

11:03 #Facebook can't count

14:04 Tajikistan's incredible shrinking yield

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Grant's vacation episode.

Jim and Evan break down the latest from the Swiss National Bank, along with the #Tesla bond offering, #cryptocurrencies and much more.

Click here to view the article discussed in this Podcast; Sell Coke

0:55 - Swiss National Bank

3:55 - Central Banks

6:05 - Corporate Bonds

7:23 - #Tesla

8:32 - Restaurant Jobs Growth

12:03 - Long Term Trends

14:19 - "Sell Coke"

18:34 - Bonds

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1:23 #Bitcoin spinoff

4:19 #FANG short interest evaporates

5:35 Long distance #rate hike odds

8:32 Global #art sales collapsing

9:45 The travails of #BlueApron and others

12:06 Conversation with Shad Rowe

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1:10 #Whirlpool earnings recap

4:10 #QQQ price/earnings methodology

11:15 ETF-ation

13:06 Sponsored by somewhat

15:30 False precision in #government statistics

17:24 Initial Coin Offerings #cryptocurrencies

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Articles mentioned in this #Podcast:

Sprott Asset Management July 2017 Strategy Report

2:10 Similarities between #cryptocurrencies and #gold

5:42 Which cryptocurrencies will survive and prosper

10:10 How can gold reassert itself?

16:06 Are digital coins #securities?

20:24 #Blockchain in the mutual fund business

24:30 Grant's AMA: Jim's P.A. holdings

Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http://www.grantspub.com