It's a gusher |
Leigh
Goehring
and
Adam
Rozencwajg
stop
by
the
office
to
discuss
opportunities
in
natural
resources.
|
11/22/2019 |
27:48 |
Listen
|
A short-seller in action |
In
October
2017,
Marc
Cohodes
unveiled
a
new
idea
to
the
Grant’s
conference
crowd.
His
remarks
follow.
|
11/16/2019 |
47:33 |
Listen
|
Let the analytics department pitch to Drumbowski |
Jim,
Evan
and
Phil
recap
highlights
from
the
Grant’s
2019
fall
conference
and
discuss
a
recent
sea
change
in
the
business
environment.
|
11/8/2019 |
22:02 |
Listen
|
Time to make the Donuts |
Twitter
user
@Donutshorts
calls
in
to
discuss
his
investment
process,
assess
the
world
at
large
and
identify
some
companies
which
may
offer
compelling
opportunities
on
the
long
and
short
side.
|
10/18/2019 |
26:37 |
Listen
|
Goldfinger |
Rick
Rule,
president
and
CEO
of
Sprott
U.S.A.
Holdings,
Inc.,
calls
in
to
discuss
the
outlook
for
precious
metals
and
offer
suggestions
on
the
best
ways
to
invest.
|
10/11/2019 |
27:41 |
Listen
|
Don’t fear the repo |
George
Selgin,
director
of
the
Cato
Institute's
center
for
monetary
and
financial
alternatives,
calls
in
to
discuss
remarkable
recent
events
in
the
banking
system
and
the
potential
implications.
|
10/3/2019 |
25:24 |
Listen
|
Two for the price of one |
Bianco
Research
president
and
eponym
Jim
Bianco
calls
in
to
help
us
make
sense
of
last
week’s
chaos
in
short
term
lending
rates.
Jonathan
Tepper,
founding
partner
at
Variant
Perception,
assesses
the
commercial
landscape
and
identifies
potentially
attrac
|
9/21/2019 |
30:21 |
Listen
|
A conversation with the Dean of High Yield |
Marty
Fridson,
chief
investment
officer
Lehmann,
Livian,
Fridson
Advisors
LLC
and
“One
of
Wall
Street’s
most
thoughtful
and
perceptive
analysts”
according
to
the
New
York
Times,
stops
by
to
discuss
all
things
credit.
|
9/12/2019 |
33:42 |
Listen
|
He begs to differ |
Tuomas
Malinen,
PhD
(econ.)
CEO
of
GnS
Economics
Limited
and
Adjunct
Professor
of
Economics
at
the
University
of
Helsinki,
calls
in
to
express
his
concerns
with
modern
theory
and
practice.
|
8/13/2019 |
22:00 |
Listen
|
Jay versus the volcano |
Jim
Bianco,
president
of
Bianco
Research,
calls
in
to
discuss
the
state
of
markets
and
central
banking
following
Wednesday’s
rate
cut.
|
8/4/2019 |
27:57 |
Listen
|
The data couldn’t be clearer |
Jay
Van
Sciver,
head
of
industrials
at
Hedgeye
Risk
Management,
comes
by
to
discuss
opportunities
in
cyclicals,
the
state
of
the
economy
and
some
of
our
favorite
profitless
unicorns.
|
7/14/2019 |
23:31 |
Listen
|
Middle Kingdom microscope |
Carl
E.
Walter,
longtime
bank
executive
and
coauthor
of
“Red
Capitalism,”
joins
the
program
to
discuss
important
recent
happenings
in
China.
|
7/5/2019 |
29:58 |
Listen
|
Freshly seasoned |
Dan
Fuss,
vice
chairman
of
Loomis,
Sayles
&
Company
and
fixed
income
investor
extraordinaire,
calls
in
to
discuss
the
state
of
markets
in
2019.
|
6/25/2019 |
29:48 |
Listen
|
Research Triangle |
Rob
Arnott,
founder
and
chairman
of
the
board
of
Research
Affiliates,
LLC,
calls
in
to
assess
conditions
and
opportunities
around
the
world.
|
6/21/2019 |
29:48 |
Listen
|
Into the plumbing |
Jeff
Snider,
head
of
global
research
of
Alhambra
Investments,
calls
in
to
discuss
the
workings
of
the
modern
financial
system,
and
to
offer
his
views
on
the
best
ways
for
investors
to
position
themselves.
|
6/11/2019 |
23:49 |
Listen
|
Spring chickens |
Jim,
Evan
and
Phil
assess
the
state
of
play
in
high-yield
credit,
macroprudential
regulation
and
an
instructive
recent
op-ed
in
The
Wall
Street
Journal.
|
6/5/2019 |
22:32 |
Listen
|
Measuring the Middle Kingdom |
Christopher
Balding,
associate
professor
at
the
Fulbright
University
of
Vietnam,
calls
in
to
discuss
all
things
China.
|
5/29/2019 |
27:09 |
Listen
|
Double decker |
A
super-sized
episode.
Jim,
Evan
and
Phil
discuss
the
latest
financial
happenings.
Sabrina
Fox,
executive
advisor
of
ELFA
Investor
Group,
details
the
challenges
awaiting
creditors
in
Europe’s
loan
and
high-yield
debt
markets.
|
5/23/2019 |
38:53 |
Listen
|
Distressed address |
Kent
Collier
and
Sarah
Gefter
of
credit
research
firm
Reorg
call
in
to
discuss
the
latest
happenings
in
distressed
debt.
|
5/13/2019 |
27:26 |
Listen
|
The name’s bond |
Andrew
Park,
senior
editor
at
S&P
Global’s
LCD
unit,
joins
Grant’s
to
discuss
all
things
credit.
|
5/8/2019 |
24:33 |
Listen
|
Around the world in 20 minutes |
George
Friedman,
founder
and
chairman
of
Geopolitical
Futures,
calls
in
to
discuss
global
goings-on
and
their
potential
investment
implications.
Jim
identifies
a
potential
long-term
inflection
point.
|
4/30/2019 |
20:04 |
Listen
|
Hedging and hedge funds |
Barclay
Leib,
founder
and
principal
of
Sand
Spring
Advisors,
LLC,
comes
by
the
office
to
discuss
asset
allocation,
forensic
accounting
and
Wall
Street
history.
|
4/8/2019 |
22:57 |
Listen
|
Fed ahead |
Jim,
Evan
and
Phil
break
down
the
watershed
FOMC
meeting
this
past
week.
Jim
provides
his
updated
reading
list.
|
3/24/2019 |
23:04 |
Listen
|
Investor's Business |
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
|
3/12/2019 |
30:57 |
Listen
|
Spring training |
Jim
and
Evan
discuss
the
latest
monetary
happenings,
the
retirement
of
a
Wall
Street
legend,
and
a
little
baseball.
|
3/5/2019 |
23:12 |
Listen
|
It’s all relative |
Jim
and
Evan
discuss
recent
happenings,
with
European
credit
and
banking
in
focus.
|
2/22/2019 |
17:18 |
Listen
|
Take 5 |
As
Japan
marks
20
years
of
ultra-low
rates,
Jim
and
Phil
take
a
look
at
monetary
policies
around
the
world.
Jim
shares
his
current
reading
list.
|
2/17/2019 |
22:43 |
Listen
|
Bullion base |
Simon
Mikhailovich,
lead
manager
of
the
Tocqueville
Bullion
Reserve,
stops
by
Grant's
world
headquarters
to
discuss
doing
business
in
the
modern
administrative
state.
|
2/2/2019 |
27:56 |
Listen
|
The Great Repression |
Russell
Napier,
independent
strategist
and
co-founder
of
the
Electronic
Research
Interchange,
joins
the
program
to
discuss
the
state
of
financial
markets
and
his
thought-provoking
recent
essay
in
the
Financial
Times.
|
1/23/2019 |
24:16 |
Listen
|
Is the Fed broke? |
Alex
J.
Pollock,
distinguished
senior
fellow
at
the
R
Street
Institute
in
Washington
and
former
president
of
the
Federal
Home
Loan
Bank
of
Chicago,
calls
in
to
discuss
the
state
of
our
central
bank’s
own
finances.
|
1/17/2019 |
22:52 |
Listen
|
Winter warm up |
The
usual
suspects
discuss
an
array
of
financial
happenings,
while
Jim
recaps
a
recent
Grant's
field
trip.
|
1/12/2019 |
20:16 |
Listen
|
By the bushel |
Keith
Bronstein,
commodities
guru
and
president
of
TradeLink
Holdings,
LLC,
calls
in
to
discuss
futures,
interest
rates
and
his
latest
big
idea.
|
12/7/2018 |
29:02 |
Listen
|
Bull markets are more fun than bear markets |
Bob
Farrell,
longtime
Merrill
Lynch
head
of
research,
celebrated
market
technician
and
author
of
the
widely
cited
10
Rules
for
Investors,
calls
in
to
share
his
insights
with
Grant’s.
|
11/20/2018 |
27:59 |
Listen
|
Curated content |
Wendy
Battleson,
co-founder
and
principal
of
Art
Strategy
Partners,
shares
her
expertise
on
the
state
of
the
market
and
its
connection
with
other
asset
prices.
|
11/13/2018 |
25:42 |
Listen
|
Read the fine print |
Michelle
Leder,
reporter
and
founder
of
Footnoted.com,
stops
by
to
discuss
recent
trends
in
corporate
accounting
and
the
regulatory
environment.
|
11/5/2018 |
19:18 |
Listen
|
Monopoly money |
Jonathan
Tepper,
founder
of
macro
research
firm
Variant
Perception
and
author
of
The
Myth
of
Capitalism,
calls
in
to
discuss
the
rise
of
corporate
monopolies
and
its
implications.
|
10/31/2018 |
24:27 |
Listen
|
Tomorrow’s sales today |
Chris
Whalen,
publisher
of
the
Institutional
Risk
Analyst
and
financial
industry
expert,
stops
by
the
office
to
discuss
the
economy,
credit
and
the
Fed.
|
10/29/2018 |
26:27 |
Listen
|
The other side of the boat |
Dean
Curnutt,
founder
and
chief
executive
officer
of
Macro
Risk
Advisors,
joins
Grant’s
to
talk
markets,
volatility
and
anticipating
the
future.
|
10/22/2018 |
25:34 |
Listen
|
Traffic signals |
Lakshman
Achuthan,
co-founder
of
the
Economic
Cycle
Research
Institute,
joins
the
cast
of
characters
to
review
pertinent
signals
in
growth,
interest
rates
and
inflation.
|
10/15/2018 |
23:43 |
Listen
|
Kevin Warsh, former Federal Reserve governor. |
Kevin
Warsh,
former
Federal
Reserve
governor
and
distinguished
fellow
at
the
Hoover
Institution,
pays
Grant’s
a
visit
to
discuss
the
state
of
the
world
and
markets.
|
10/9/2018 |
31:29 |
Listen
|
Mix and match |
Jim,
Evan
and
Phil
hold
forth
on
the
topics
of
the
day.
|
9/26/2018 |
15:16 |
Listen
|
The path to a crisis |
Dan
Gertner,
Grant’s
alum
in
the
run-up
to
and
the
midst
of
the
2008
crucible,
comes
back
into
the
fold
to
review
those
years
of
excess
and
subsequent
panic.
|
9/14/2018 |
23:23 |
Listen
|
Emerging value |
John
Haskell,
head
of
research
at
Explorador
Capital
Management,
joins
Grant’s
to
assess
opportunities
in
the
particularly
beaten
down
realm
of
emerging
markets.
|
9/7/2018 |
21:43 |
Listen
|
Current yield |
Tony
Canale,
global
head
of
research
at
Covenant
Review,
joins
Grant’s
to
discuss
what’s
new
in
credit.
|
8/31/2018 |
22:21 |
Listen
|
Summer Vacation episode |
The
usual
suspects
hold
forth
on
a
variety
of
financial
topics,
while
Jim
shares
some
of
his
favorite
current
books.
|
8/13/2018 |
15:22 |
Listen
|
The battle of the interest rates |
Richard
Sandor,
chairman
and
CEO
of
the
American
Financial
Exchange
and
the
Father
of
Financial
Futures,
joins
Grant’s
to
help
us
make
sense
of
the
major
changes
that
are
coming
to
the
world
financial
system.
|
7/30/2018 |
26:06 |
Listen
|
Summertime and the living is easy |
China,
the
leveraged
loan
market,
Netflix
and
the
Los
Angeles
Dodgers
utility-man
(why
not?)
headline
another
scintillating
investment
discussion.
|
7/19/2018 |
13:26 |
Listen
|
Mix and match |
Jim,
Evan
and
Phil
discuss
the
world’s
various
points
of
pressure,
and
provide
a
few
other
trenchant
observations.
|
7/9/2018 |
19:10 |
Listen
|
Nobody knows nothin’ |
A
Grant’s
variety
pack:
Jim,
Evan
and
Phil
hold
forth
on
an
array
of
topical
financial
matters.
|
7/2/2018 |
21:02 |
Listen
|
It’s a bubble eh? |
Seth
Daniels,
founding
partner
of
JKD
Capital,
LLC,
and
Ben
Rabidoux,
president
of
North
Cove
Advisors,
join
Grant’s
for
a
thorough
analysis
of
the
Canadian
housing
market
and
the
potential
consequences
of
a
downturn.
|
6/18/2018 |
21:19 |
Listen
|
The Tesla episode |
The
indomitable
Montana
Skeptic
(@MontanaSkeptic1)
joins
Grant’s
for
a
hearty
discussion
of
the
most
polarizing
car
company
in
the
world.
|
6/11/2018 |
20:53 |
Listen
|
Read the footnotes |
Francine
McKenna,
(@retheauditors)
transparency
reporter
at
MarketWatch,
joins
the
regular
cast
of
characters
to
discuss
auditing
and
accounting
trends,
and
their
crucial
role
for
investors.
|
6/4/2018 |
28:57 |
Listen
|
Surf and turf |
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.
|
5/21/2018 |
18:39 |
Listen
|
Loan sharks |
Adam
Cohen,
founder
of
Covenant
Review,
joins
Grant’s
for
an
insightful
overview
of
our
loosey-goosey
credit
market.
|
5/14/2018 |
24:02 |
Listen
|
Theory and common sense |
Steven
D.
Bleiberg,
managing
director
and
portfolio
manager
at
Epoch
Investment
Partners,
Inc.,
joins
the
regular
cast
of
characters
for
a
lively
discussion
of
modern
portfolio
theory
and
its
limitations.
|
4/23/2018 |
22:49 |
Listen
|
Financial fulcrums |
Jim
Bianco,
president
of
Bianco
Research,
LLC,
joins
the
team
to
talk
bonds,
the
Fed
and
much
more.
|
4/9/2018 |
23:21 |
Listen
|
Free money is the enemy of free markets |
David
Stockman,
director
of
the
Office
of
Management
of
Budget
under
President
Reagan
and
master
of
mazy
budgetary
arithmetic,
joins
Jim
and
Evan
for
a
scintillating
discussion
of
fiscal
and
monetary
matters.
|
4/2/2018 |
23:34 |
Listen
|
The stuff’s really not good for you. |
Jim,
Evan
and
Phil
revisit
Grant’s
2017
bearish
analysis
of
Facebook,
with
historical
analog.
|
3/28/2018 |
16:00 |
Listen
|
An epic epoch |
Biff
Robillard,
president
and
co-founder
of
Bannerstone
Capital
Management
LLC,
joins
the
team
to
share
his
insights
on
the
markets
and
investors’
state
of
mind.
|
3/26/2018 |
18:06 |
Listen
|
Brain box |
Ed
Yardeni,
President
of
Yardeni
Research,
Inc.
and
author
of
Predicting
the
Markets,
A
Professional
Autobiography,
joins
Jim
for
a
lively
discussion.
|
3/19/2018 |
17:37 |
Listen
|
China doll |
Jim,
Evan
and
Phil
discuss
the
latest
happenings
in
the
Middle
Kingdom
and
around
the
globe.
|
3/12/2018 |
16:23 |
Listen
|
The rates puzzle |
Stephen
Stanley,
chief
economist
and
Xavier
Negroni,
co-head
of
the
finance
desk
at
Amherst
Pierpont
Securities,
join
the
Grant’s
team
to
try
and
make
sense
of
the
jump
in
short
rates,
while
speculating
on
the
Fed’s
next
move.
|
3/5/2018 |
21:34 |
Listen
|
Index orphans |
Jon
Boyar,
president
of
Boyar
Research,
joins
the
team
to
discuss
opportunities
in
U.S.
equities
that
are
not
eligible
for
the
major
indices.
|
2/5/2018 |
18:12 |
Listen
|
Blockchain, what is it good for? |
Kai
Stinchcombe,
co-founder
and
CEO
of
True
Link
Financial,
joins
the
team
to
discuss
his
recent
article
questioning
the
utility
of
the
supposedly-groundbreaking
software
for
digital
assets.
|
1/22/2018 |
32:20 |
Listen
|
Electric Slide |
Mark
B.
Spiegel,
managing
member
at
Stanphyl
Capital,
joins
the
team
to
discuss
his
favorite
ideas,
long
and
short.
|
1/16/2018 |
17:07 |
Listen
|
Periodical table |
Porter
Stansberry,
founder
and
editor
of
Stansberry
Research,
joins
Jim
for
an
enlivening
conversation
about
the
business
and
financial
world
at
large.
|
1/1/2018 |
19:01 |
Listen
|
Grant's Holiday Episode |
Jim
wraps
up
a
most
unusual
2017
and
looks
forward
to
the
year
to
come.
|
12/25/2017 |
05:09 |
Listen
|
Realty Show |
Andy
McCulloch,
head
of
real
estate
analytics
at
Green
Street
Advisors,
gives
Grants
the
lay
of
the
land.
|
12/20/2017 |
24:12 |
Listen
|
Is China a Ponzi scheme? |
Grant’s
welcomes
Victor
Shih,
associate
professor
at
The
University
of
California,
San
Diego,
to
discuss
that
crucial
question.
|
12/11/2017 |
22:58 |
Listen
|
Value Hunt |
JHL
Capital
Group
chief
investment
officer
James
Litinsky
joins
Grant’s
to
share
his
views
on
opportunities
and
risks
around
the
world.
|
12/6/2017 |
17:15 |
Listen
|
Things you don’t see at bottoms |
Special
guest
Bill
Fleckenstein
joins
the
Grant’s
team
to
take
inventory
of
current
conditions
|
11/27/2017 |
19:09 |
Listen
|
The tick-tock of time |
A
lively
discussion
of
the
sometimes-lengthy
wait
for
investment
ideas
to
come
to
fruition.
|
11/22/2017 |
13:58 |
Listen
|
Buying low and selling high: A How-to |
Jim
and
Evan
welcome
special
guest
Paul
Isaac,
CEO
and
Founder
of
Arbiter
Partners,
to
discuss
current
opportunities
and
risks.
|
11/10/2017 |
25:44 |
Listen
|
The stability paradox |
Jim,
Evan
and
Phil
hold
forth
on
noteworthy
sightings
in
credit,
while
Jim
challenges
a
core
premise
of
modern
central
banking.
|
10/30/2017 |
18:14 |
Listen
|
Financial revelations of the day |
Jim,
Evan
and
Phil
take
inventory
of
notable
topics
and
unusual
occurrences
around
the
world.
|
10/18/2017 |
19:57 |
Listen
|
Hamburger Helper |
Jim
and
Evan
discuss
opportunities
and
risks
in
the
restaurant
industry
with
John
Hamburger,
president
of
the
Restaurant
Finance
Monitor.
|
10/11/2017 |
17:35 |
Listen
|
Resources roundtable |
Jim
and
Evan
discuss
the
outlook
for
crude
oil
and
other
commodities
with
fund
manager
Adam
Rozencwajg
|
10/2/2017 |
21:35 |
Listen
|
The world is linked through arbitrage |
Jim,
Evan
and
Phil
take
inventory
of
notable
financial
developments,
big
and
small,
around
the
globe
|
9/27/2017 |
14:06 |
Listen
|
20-20 Vison |
A
common
theme
connecting
some
of
today’s
most
popular
investments:
a
very,
very
long
time
horizon
|
9/18/2017 |
18:07 |
Listen
|
Empty seats at the Fed -- and empty data from Facebook |
Jim
and
Evan
discuss
potential
candidates
to
replace
Janet
Yellen,
as
well
as
some
strange
doings
at
The
Social
Network.
|
9/11/2017 |
18:31 |
Listen
|
Summer cleaning |
Grant's
vacation
episode.
|
8/21/2017 |
03:53 |
Listen
|
Alpine slide |
Jim
and
Evan
break
down
the
latest
from
the
Swiss
National
Bank,
along
with
the
#Tesla
bond
offering,
#cryptocurrencies
and
much
more.
|
8/14/2017 |
20:47 |
Listen
|
Texas teatime |
An
invigorating
chat
with
Frederick
“Shad”
Rowe;
talking
Facebook,
peak
oil
and
much
more
|
8/8/2017 |
23:02 |
Listen
|
Summer breeze |
Jim
&
Evan
talk
macro,
micro
and
crypto,
with
a
look
under
the
hood
of
one
of
the
most
popular
ETFs.
|
7/31/2017 |
19:27 |
Listen
|
Episode 21 - An invigorating interview with Trey Reik |
An
invigorating
interview
with
Trey
Reik
of
Sprott
Asset
Management.
Gold,
Cryptocurrencies
and
more
|
7/24/2017 |
32:04 |
Listen
|
Hits and misses |
A
look
back
at
some
good
calls,
and
some-not-so-good
ones.
|
7/14/2017 |
23:07 |
Listen
|
The least self-aware people on earth |
A
fast-moving
exegesis
of
the
June
minutes
of
the
Federal
Reserve’s
rate-setting
committee.
Plus,
the
world
reconsiders
the
investment
merits
of
low-yielding
sovereign
debt
denominated
in
depreciation-prone
fiat
currencies.
|
7/10/2017 |
25:23 |
Listen
|
Big, dumb Japanese banks |
Preview
of
the
next
funding
crisis;
cheers
for
Tad
Rivelle,
hisses
for
Kraft
Heinz.
|
6/30/2017 |
17:27 |
Listen
|
Hear, hear Jim Bianco |
The
renowned
fixed-income
analyst
discusses
the
flattening
yield
curve,
the
reluctant
Fed
and
the
sinking
finances
of
his
home
city,
Chicago.
|
6/26/2017 |
24:47 |
Listen
|
Rate hikes past, present and future |
The
Federal
Reserve,
ostensibly
“data-driven,”
pledges
to
continue
to
lift
its
tiny
federal
funds
rate.
It
has
never
done
so
in
times
like
these.
Also:
grocery
price
wars
and
a
tentacled
Chinese
insurance
company.
|
6/19/2017 |
16:13 |
Listen
|
Taxi! Taxi! |
Uber
comes
under
the
Grant's
lens.
|
6/2/2017 |
23:11 |
Listen
|
The biggest pyramid scheme the world has yet seen |
Grant’s
talks
to
China
authority
Anne-Stevenson-Yang.
|
5/26/2017 |
28:46 |
Listen
|
Best statesman, worst investor |
Risk
management
as
taught
by---among
others---Sir
Winston
Churchill
|
5/18/2017 |
17:44 |
Listen
|
Vol’ is the only asset class |
The
ABCs,
and
the
XYZs,
of
volatility
with
Christopher
Cole
of
Artemis
Capital
Management
|
5/15/2017 |
31:34 |
Listen
|
The costs of tranquility |
A
talk
with
Dean
Curnutt,
founder
and
CEO
of
Macro
Risk
Advisors
|
5/12/2017 |
31:12 |
Listen
|
See here, Ben Bernanke |
A
short
survey
of
grotesqueries
in
the
world
that
the
central
banks
made.
|
5/4/2017 |
18:22 |
Listen
|
Capital controls in your future? |
Special
guest
Russell
Napier
talks
with
Jim
Grant
about
the
coming
tumult
in
currencies
and
interest
rates.
|
4/24/2017 |
26:53 |
Listen
|
How not to get rich |
How
not
to
get
rich:
A
guide
for
the
buyer
of
euro-denominated
French
sovereign
credit.
Tell
us
again
how
many
times
the
Fed
will
hike
this
year?
Jim
Grant
and
Deputy
Editor
Evan
Lorenz
host
the
Grant’s
Podcast.
|
4/20/2017 |
13:40 |
Listen
|
Free speech for bears |
Special
guest
Marc
Cohodes
runs
Alder
Lane
Farm
and
is
a
famed
short
seller
and
bull
fighter.
Twitter:
@AlderLaneeggs
|
4/6/2017 |
34:17 |
Listen
|
A short history of excess |
Grant's
can
only
find
two
precedents
for
the
market's
stretched
valuation.
A
look
back
at
a
bullish
banker
who
fought
the
Fed
during
a
prior
peak.
Also,
a
discussion
of
a
leak-prone
Fed
and
a
populist
government.
|
4/6/2017 |
16:33 |
Listen
|
Bulls in unison |
A
record
net
short
position
in
Eurodollar
futures
raises
contrary
hackles.
Hedge
funds-whatever
happened
to
them?
And
observations
on
the
supermarket
bargains
for
which
you
may
thank
ultra-low
interest
rates
and
EZ
money.
|
3/23/2017 |
09:39 |
Listen
|
All together now |
Jim
Grant
and
Deputy
Editor
Evan
Lorenz
with
scintillating
talk
on
oil,
miniature
interest
rates
and
the
shockingly
high
rate
of
inflation
(the
rate
you
possibly
haven't
heard
of).
Can
a
self-styled
contrarian
be
bullish
on
oil
when
everyone
else
is?
|
3/8/2017 |
15:08 |
Listen
|
Credit, cars trouble |
What
easy
money
giveth,
easy
money
taketh
away.
Jim
Grant
and
Deputy
Editor
Evan
Lorenz
on
the
coming
glut
in
off-lease
cars
and
trucks.
|
2/22/2017 |
12:20 |
Listen
|
Just enough about interest rates |
The
most
important
prices
in
capitalism
have
a
long,
colorful,
and-in
the
capable
hands
of
James
Grant-witty
history.
What
the
past
may
teach
about
the
future.
|
1/27/2017 |
20:06 |
Listen
|
Grant's Interest Rate Observer |
James
Grant
and
Deputy
Editor
Evan
Lorenz
share
the
story
of
how
this
celebrated
beacon
of
skeptical
long-form
financial
journalism
prospered
in
an
age
of
credulous
inattention.
|
1/26/2017 |
19:31 |
Listen
|