Dec 27, 2019
Jim Grant delivers a holiday message and review of 2019
financial events.
1:15 The state of the world as 2020 looms.
7:45 All things cyclical
11:30 The repo hiccup and unscripted events.
17:15 UST margin demand: a product of unnaturally-low
rates?
Dec 22, 2019
@AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book.
http://www.amityshlaes.com
2:24 #BrettonWoods and the “bonanza”
8:50 Michael Harrington goes to Washington
13:10 Arthur Burns: A Greek tragedy
19:45 Presidential pressure on the Fed, then and now
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Dec 15, 2019
Each analyst identifies a notable recent event. Jim provides a
winter reading recommendation.
1:40 Dazed and confused
4:18 Crude oil and the VC market
10:24 Jim reviews “#1931” by #TobiasStraumann
(shorturl.at/ioJS0)
Dec 6, 2019
Don Coxe, chairman at Coxe Advisors LLP and commodity investor par excellence, calls in to discuss the latest in agriculture and its implications. www.coxeadvisors.net/
1:31 A contrarian look at the climate
8:38 An opportunity in natural gas?
14:07 The Maunder Minimum
17:20 A new commodity boom: Wither...