Big, dumb Japanese banks
:07 Intro
1:16 Japanese banks and their #dollars
5:55 TCW's Tad Rivelle channels David Stockman
8:14 Janet #Yellen isn't worried
11:30 "The way forward is clear." Is that so?
14:02 #Kraft Heinz CEO responds to critics
Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
