Bianco Research president and eponym Jim Bianco calls in to help us make sense of last week’s chaos in short term lending rates. Jonathan Tepper, founding partner at Variant Perception, assesses the commercial landscape and identifies potentially attractive opportunities.
8:15 Why didn’t the banks arbitrage those high rates?
13:50 Excess reserves and post-crisis regulation
19:00 Corporate competition on the wane
24:20 Europe set for a rebound?