Investor's Business
Grant’s Current Yield Podcast
Grant's Financial Publishing, INc.
4.6 • 693 Ratings
🗓️ 12 March 2019
⏱️ 31 minutes
🧾️ Download transcript
Summary
Michael Schaus, director of market research for Brenton Point Wealth Advisors LLC and Zweig-DiMenna, stops by the office to discuss the current outlook and to remember the great investor Martin Zweig.
https://brentonpoint.com/
1:37 The European Central Bank takes it easy
6:40 Negative interest rates, back in vogue
12:39 Market cap to GDP: An useful indicator?
20:50 Weighing stock picking vs. macro
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Transcript
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| 0:00.0 | Ladies and gentlemen, welcome to Current Yield. |
| 0:08.0 | This is Grant's interest rate observer of the air. |
| 0:11.0 | I am Jim Grant, and with me as usual is Eric Whitehead to my left at the control panel and |
| 0:16.0 | the great editor of Grant's interest rate observer Evan Evan Lorenz, sitting directly across. |
| 0:22.2 | And we have a special guest today whose name is Michael Schaus. |
| 0:25.5 | And he heads, does Michael, heads research at Brenton Point, which is an arm of the great |
| 0:32.7 | Zweig de Meta money management and research operations. |
| 0:36.3 | So Michael, welcome to you. |
| 0:37.4 | Oh, thank you. Thank you for having me. Michael, welcome to you. Oh, thank you. |
| 0:38.0 | Thank you for having me. |
| 0:38.7 | Michael, before we get into things, including naming our fabulous advertisers, I want to |
| 0:43.5 | hold up a relic, all right? |
| 0:44.8 | And this takes the form of a Rolodex card. |
| 0:47.9 | All right? |
| 0:48.2 | Can you see this? |
| 0:49.0 | Wow. |
| 0:49.5 | Listeners, can you see this? I'm going to ask you, I'm going to give you the first three numbers of this phone number. |
| 0:54.4 | I want you to fill in the fourth. Okay, ready? |
| 0:56.2 | 765. 9-860? No, 93-60. Okay. Well, this is, now what is, what stop in your career was this |
| 1:07.4 | phone number attached to? That must have been first number at Zweig de Mena. |
| 1:12.5 | You've been there since 1992. Back in 1992. Yeah. All right. So without commerce first, right? |
| 1:17.6 | So it falls to me. It is my pleasure to announce today's sponsors. NetSuite is one and away luggage is the |
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