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

Jul 14, 2017

A look back at some good calls, and some-not-so-good ones.

Articles mentioned in this #Podcast:

Now comes ‘deconvergence’

Inside ACE Securities’ HEL Trust, Series 2005-HE5

Introducing the Grant’s Supermodel Credit Portfolio

2:52 Grant’s 1987 bearish call on #Japan

4:40 Sell common stocks, said #Grant’s in...

Jul 10, 2017

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.

1:38 #Rates so high you can observe them
3:14 #Fed minutes recap
7:14 No such thing as a...

Jun 30, 2017

Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz.

: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 

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Jun 26, 2017

The renowned fixed-income analyst discusses the flattening yield curve, the reluctant Fed and the sinking finances of his home city, Chicago.

2:25:  Everything in #Illinois is going broke
6:07:  Flattening yield curve, this time is different?
9:15:  #Fed vs bond market
12:42 Charles Evans discovers #Amazon
16:20 We need...

Jun 19, 2017

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.  

1:31 The #Fed is determined to hike #rates

5:28 Record private business #debt

8:17 Tightening cycles...