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Clients: See our podcast page for supporting materials.

What Goes Up Episode 4: Snap-on: Toxic Tools - an interview with J Cap analyst Tim Murray
J Capital believes that Snap-on Incorporated has been stuffing high-priced credit down the throats of its franchisees. Now that the company is trying to pull back on defaults, the franchisees are going to find sales tougher and tougher.
What Goes Up Episode 3: Big Food Getting Smaller - An interview with Grant's Interest Rate Observer's Evan Lorenz. Is Kraft-Heinz hopelessly behind the food-fad curve?
John Fichthorn, the founder of Dialectic and now Head of Alternatives at B Riley, and John Barton, his long time colleague and a Managing Director at B Riley, talk about their experiences managing short-biased funds.
A long-time currency watcher talks about the Renminbi and how long it will remain over valued.
.Anne Stevenson-Yang talks to Jim Grant about Evergrande on the ever-excellent Grant's podcast
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Commentary

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In this Commentary, Anne Stevenson-Yang fondly recalls some of our favorite flim-flams.
The crisis in the Chinese financial system: An interview with Demetri Kofinas on the Hidden Forces podcast
Anne Stevenson-Yang debates Graham Allison and Ely Ratner at the Council on Foreign Relations about whether there is a "Thucydides Trap" and whether China may fall into it.
Anne talks about Alibaba on CNBC
Disclaimer
The videos and other commentary displayed are for information purposes only and should not be relied upon as investment advice. The information provided is not a complete analysis of every material fact regarding any country, region, or market. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this posting and may change without notice. 

Opinions are intended to provide insight on macroeconomic issues and commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

Investments involve risk. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information contained in this video has not been reviewed in the light of your personal financial circumstances. Reliance upon the information is at your sole discretion.

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