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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Nov 22, 2017
A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition
1:53 #GE in 1990
7:50 Mortgage #bonds in 2006
11:52 Valeant #Pharmaceuticals in 2014
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Nov 10, 2017
Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks.
1:54 Paul’s #bitcoin trading strategy
7:40 Value in #Japan
12:30 Other periods of technological #disruption
14:45 Is #Exxon vulnerable to a market downturn?
17:14 Strategies for an...