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Grant’s Current Yield Podcast

Deeper into the numbers

Grant’s Current Yield Podcast

Grant's Financial Publishing, INc.

Investing, Business, Stockmarkets, Financeexpertjimgrantoninvestment, Realestatefederalreserve, News, Business News

4.6693 Ratings

🗓️ 23 February 2021

⏱️ 27 minutes

🧾️ Download transcript

Summary

With special guests, Tom Beevers and Jules Hull of StockViews. 

Transcript

Click on a timestamp to play from that location

0:00.0

Well, this is current yield, Grant's interest rate observer of the air, and I am Jim Grant, and with me as always, is the great deputy editor of grants, Evan Lorenz. Good morning, Evan. Good morning. Good, that sounded cheery.

0:15.0

Ladies and gentlemen, we are recovering from volume 39 number two. We published last night, and it generally takes 36 hours or so to clear heads.

0:25.6

But we are striving for clarity this morning because we have on the transatlantic telephone.

0:30.4

We have Tom Beaver's and Jules Hall, and they are members of the team of Views, of which more in a moment.

0:38.8

In fact, Tom Beaver is the CEO and co-founder.

0:42.1

And what Stockfuse does is no stuff about equities and know not only the things that one can know by glancing at public documents, but actually getting in under the numbers and procuring

0:56.2

not only facts but also insights, very valuable indeed.

0:59.2

Evan, we came to know stock views because of their merely superb analysis of one of the

1:06.4

companies that we wrote about if memory serves in a somewhat disapproving thing. Was that correct?

1:11.8

That is precisely correct. It's a company based in Europe that has very opaque accounts and just

1:17.4

doesn't like telling you anything about what they do. That's always a good sign. But what

1:22.1

intrigues me also about Stockviews is what they have done with the computer, to use the technological

1:30.3

word. They are using, if memory serves, something called machine intelligence for getting,

1:36.3

again, in deeper into the numbers and somehow snatching meaning from otherwise inert data.

1:43.3

Perhaps when you pour over the screen and you kind of see the red flags that are kicked

1:47.6

up on governance accounting and other things, what broad trends are you seeing and did

1:51.6

anything change over the course of COVID?

1:53.3

Did companies become more aggressive in presenting earnings?

1:55.7

Do they become less aggressive?

1:56.9

Did you see any kind of worrying trends start to emerge?

1:59.4

Like when you kind of take a look at all the data that gets pulled up from your product,

2:02.8

what's the conclusion you come to?

...

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