Sep 26, 2018
Jim, Evan and Phil hold forth on the topics of the day.
0:51 Profits and interest rates
7:48 Inflation, the very long view
9:51 Human achievements and #financial cycles
Sep 14, 2018
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.
1:27 An email from Alan Fournier
7:30 A memorable lunch meeting
12:45 Parallels to the present day
19:10 Refinitiv: The largest leveraged buyout since...
Sep 7, 2018
John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets.
2:01 Where’s the value?
6:45 Argentina, bottom up investing under macro duress
10:43 Other opportunities in South #America
15:30 Implications of a bearish...