Apr 24, 2017
Special guest Russell Napier talks with Jim Grant about the coming tumult in currencies and interest rates.
3:50 Why Singapore government debt is the best long idea
6:56 Are there any strong currencies?
9:33 Death of mercantilism
12:45 Napier on populism & the American Constitution
15:48 Where to buy stocks
Apr 20, 2017
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.
1:53 French Presidential election
4:10 Guide for the buyer of euro-denominated French sovereign credit
Apr 6, 2017
Special guest Marc Cohodes runs Alder Lane Farm and is a famed short seller and bull fighter. Twitter: @AlderLaneeggs
0:29 Identifying short ideas
7:02 Cohodes on his approach
12:12 stamps.com model
23:23 Cohodes on Bank of the Internet
28:51 What’s going on w/
Canadian housing market?
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Apr 6, 2017
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.
1:27 Grant & Lorenz on Jeffrey Lacker resignation
4:00 Will Donald Trump seriously consider a return to gold...
Mar 23, 2017
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.
1:33 Lorenz on the Eurodollar futures
4:01 What happened to hedge funds?
5:56 Are prices in...