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Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud.

2:09 How do managers contend with increasing industry consolidation?

8:51 \\u201cA time of #disruption\\u201d, while barriers to entry rise

12:04 Summertime for corporate #fraud

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