Feb 22, 2019
Jim and Evan discuss recent happenings, with European credit and banking in focus.
1:32 French 30-year sovereigns offer “solid yields.”
3:40 Deutsche Bank, the big sick puppy
9:19 European banks and the so-called capital relief trade
10:45 Memorializing Dodgers great Don Newcombe
11:51 Amazon.com’s puffer jacket
Feb 17, 2019
As Japan marks 20 years of ultra-low rates, Jim and Phil take
a look at monetary policies around the world. Jim shares his
current reading list.
1:47 How long's secular?
3:50 Negative interest rates: a compendium
10:36 Grant's book club
14:57 The Fed's solvency, or lack thereof
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Feb 2, 2019
Simon Mikhailovich, lead manager of the Tocqueville Bullion
Reserve, stops by Grant's world headquarters to discuss doing
business in the modern administrative state.
4:17 The "menacing" language of compliance
9:30 #Gold, negative-yielding bonds and safety
16:53 Jim's reading list