Price, behavior and fundamentals: Where the rubber meets the road.
Grant’s Current Yield Podcast
Grant's Financial Publishing, INc.
4.6 • 693 Ratings
🗓️ 29 July 2020
⏱️ 41 minutes
🧾️ Download transcript
Summary
https://www.linkedin.com/in/dean-curnutt-4060157/
@Dcurnutt
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Transcript
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| 0:00.0 | Well, this is Current Yield Grants Interest Great Observer of the Air. |
| 0:07.2 | I'm Jim Grant, and with me as always is Eric Whitehead, engineer, technologist and world traveler, |
| 0:13.1 | and of course the great deputy editor of Grants, Evan Lorenz. |
| 0:17.7 | Gentlemen, welcome, and welcome to Dean Kurnat who is our guest today Dean is the |
| 0:23.7 | bright light founder of macro risk advisors and they're in the business of generating ideas |
| 0:29.1 | and executing the same ideas not the customers mind you the ideas only and Dean is one of the |
| 0:34.5 | leading thinkers on complex seemingly abstruse but actually quite down-to-earth concepts like fall, volatility. |
| 0:43.2 | We'll get into Dean's ideas a moment. |
| 0:46.4 | First, I don't know, I think it's high time to take stock of some of the goings-on in this week of this curious year 2020. |
| 1:00.0 | You told me something I had not heard before, which is the chairman and CEO, is what the head of the Barstool Sports calls it, Portnoy, right? |
| 1:02.0 | Yes, Dave Portnoy. |
| 1:03.0 | Dave Portnoy. |
| 1:04.0 | Dave Portnoy is even now, as we speak, interviewing the President of the United States. |
| 1:07.0 | Is that correct? |
| 1:08.0 | There's already a picture on Twitter. He has tweeted, |
| 1:14.7 | if any sitting president of the United States invites me to go to the Oval Office, I go. |
| 1:22.1 | Yeah. Well, as you know, I think Dean flies a little higher in the rarefied financial atmosphere than Barstool Sports. But Barstool Sports, of course, is the go-to site for ideas that are happening now. In grants, we are in the business of kind of deep, long-view ideas. In fact, I might go so far to say that we are the barstool sports of long-form financial journalism, but barstool Sports really has a call on what's happening next five |
| 1:45.8 | minutes. Yeah. Portnoy's become the avatar for day trading. And I think he tweeted out about a |
| 1:50.1 | month or two ago, rule number one, stocks go up. Rule number two, don't forget rule number one. |
| 1:55.1 | Related to that, I saw a headline today that also kind of ties into this. So a tech executive in |
| 1:59.7 | the Seattle area was charged with |
| 2:01.5 | paycheck protection program fraud and depositing the money from the loan into his Robin Hood |
... |
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