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Grant’s Podcast | Finance Expert Jim Grant on Investment, Stock Markets, Real Estate & Federal Reserve

Nov 22, 2017

A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition

1:53 #GE in 1990

7:50 Mortgage #bonds in 2006

11:52 Valeant #Pharmaceuticals in 2014

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Nov 10, 2017

Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks.

1:54    Paul’s #bitcoin trading strategy

7:40    Value in #Japan

12:30  Other periods of technological #disruption
14:45  Is #Exxon vulnerable to a market downturn?

17:14  Strategies for an...


Oct 30, 2017

Jim, Evan and Phil hold forth on noteworthy sightings in credit,  while Jim challenges a core premise of modern central banking. 

0:43 #ECB taper announcement

2:36 Taylor Rule funds rate and the flattening yield curve

5:05 The search for “stability”

8:35 Kobe Steel bondholder surprise

9:55 10-year yield at a key...


Oct 18, 2017

Jim, Evan and Phil take inventory of notable topics and unusual occurrences around the world.

2:50 Blackrock and Vanguard assets approach #China GDP

5:59 Indexation, or unmanaged #money?

7:13 Magically shape-shifting earnings at #GE

10:30 Market Makers: New kids on the block

12:43 1987 stock market #crash turns 30

17:47...


Oct 11, 2017

Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor.

0:53 Employment trends and #business activity

2:42 Low rates begets overcapacity

6:28 Risks for franchisees

8:10 Who owns the #real estate?

11:45 Global synchronized recovery and...