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    Surf and Turf — Grant’s Interest Rate Observer Ep. 53 (podcast)

    Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share

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    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

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