Dec 25, 2017
Jim wraps up a most unusual 2017 and looks forward to the year to come.
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Dec 20, 2017
Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land.
1:18 Does the "everything bubble" include RE?
4:44 Breaking down the #Westfield acquisition
13:02 Cheap financing in #Europe and international arbitrage
16:24 "What would #Buffett buy?" CapEx creates...
Dec 11, 2017
Grant’s welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question.
0:40 The #Steinhoff Saga
6:47 Is #China set up for near term financial calamity?
9:12 Debt service rising faster than #GDP
13:13 We owe it to ourselves
17:30 Economic rebound ahead of the...
Dec 6, 2017
JHL Capital Group chief investment officer James Litinsky joins Grant’s to share his views on opportunities and risks around the world.
0:56 #India: Country of the future?
4:50 Current opportunities after a strong #rally
8:18 How to play late cycle in the #U.S.
10:47 The most vulnerable financial #assets
14:34 How...
Nov 27, 2017
Special guest Bill Fleckenstein joins the Grant’s team to take inventory of current conditions
1:35 Triple-B-rated #bonds yielding less than zero
5:43 #Bitcoin and the apocalypse
7:28 #Tech, then and now
12:34 #Trump and volatility
15:52 What’s different this time?
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