Articles mentioned in this #Podcast:

Now comes 'deconvergence'

Inside ACE Securities' HEL Trust, Series 2005-HE5

Introducing the Grant's Supermodel Credit Portfolio

2:52 Grant's 1987 bearish call on #Japan

4:40 Sell common stocks, said #Grant's in 1995

7:55 #AEM encounters the Wolverine

13:02 #Greece de-converges

15:00 2006 delusions

19:06 Grant's #supermodel portfolio, December 2008

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1:38 #Rates so high you can observe them 3:14 #Fed minutes recap 7:14 No such thing as a #wealth effect 10:14 #Inflation is too damn low 14:46 Excess capacity in the #restaurant industry 18:36 constant renewal of radical monetary policy

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

:07 Intro 1:16 Japanese banks and their #dollars 5:55 TCW's Tad Rivelle channels David Stockman 8:14 Janet #Yellen isn't worried 11:30 "The way forward is clear." Is that so? 14:02 #Kraft Heinz CEO responds to critics

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

2:25: Everything in #Illinois is going broke 6:07: Flattening yield curve, this time is different? 9:15: #Fed vs bond market 12:42 Charles Evans discovers #Amazon 16:20 We need #inflation? 19:00 Which way interest rates 21:45 Fundamentals in the #energy market

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

1:31 The #Fed is determined to hike #rates

5:28 Record private business #debt

8:17 Tightening cycles can have outsized consequences

9:00 The #German grocers are coming

11:30 #Fairway's dead-wood expansion

13:00 #China's curious #Anbang Insurance

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