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Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com 1:10 #Apple worth more than the entire energy sector 4:19 What’s happening with shale? 12:21 Tier-one wells on the wane 18:43 Bargains abound in energy
Tuomas Malinen, PhD (econ.) CEO of GnS Economics Limited and Adjunct Professor of Economics at the University of Helsinki, calls in to express his concerns with modern theory and practice. 2:00 Applying scientific principals to economics 6:24 Groupthink in action 13:10 Central banks and intellectual dissent 15:20 MMT: the endgame 17:32 Investment implications Subscribe to Grant’s
Jim Bianco, president of Bianco Research, calls in to discuss the state of markets and central banking following Wednesday’s rate cut. @biancoresearch https://www.linkedin.com/in/james-bianco-117619152/ 2:25 Press conference post-mortem 8:01 Inverted yield curve: predictor of recession, or cause? 14:10 Negative rates on the way for the U.S.? 21:41 Jim’s interview at the Fed Subscribe to Grant’s Podcast
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 Subscribe to the Grant’s Current Yield Podcast on
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 .@S_Mikhailovich www.bullionreserve.com Subscribe to the Grant’s Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play
Russell Napier, independent strategist and co-founder of the Electronic Research Interchange, joins the program to discuss the state of financial markets and his thought-provoking recent essay in the Financial Times. 3:18 “There’s a global monetary system?” 6:06 Central bank credit and “the savings glut” 11:28 Treasury yields: The world’s most reflexive asset class 18:35 ”The
Wendy Battleson, co-founder and principal of Art Strategy Partners, shares her expertise on the state of the market and its connection with other asset prices 1:48 Banksy’s self-destruct button 6:10 Guaranteed bids – for a fee 11:21 Inflation in Warhol’s 17:16 The art market; an extension of Wall Street? Subscribe to the Grant’s Current Yield
Francine McKenna, (@retheauditors) transparency reporter at MarketWatch, joins the regular cast of characters to discuss auditing and accounting trends, and their crucial role for investors. 4:07 What do investors get wrong about #financial statements? 8:41 Auditors do not draft financials 13:49 Are certain #law firms more likely to push the envelope? 19:48 Do auditors have
Variant Perception’s Founder, Jonathan Tepper discusses the impact of corporate fraud and consolidation on Grant’s Interest Rate Observer Radio On face value, all seems to be well (in relative terms) in the present day American economy. Certainly for investors, and definitely for multi-national corporations and its board members and chief officers. Nonetheless, despite quarterly
Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud. 2:09 How do managers contend with increasing industry consolidation? 8:51 “A time of #disruption”, while barriers to entry rise 12:04 Summertime for corporate #fraud Subscribe to
Loss aversion has been a mental block for many in the game of risk in the market. Why take a risk in the market? Is it really worth the dreaded feeling of when you, or any investor, suffers such a psychological blow when they lose as opposed to when they gain? Well, yes. One
The markets and economy of the United States seems to be in a more unstable position than ever. Many are worryingly, yet rightly asking: What’s next? One of the most accurate assessors of the markets and economy, financial historian, and famed publisher of Grant’s Interest Rate Observer, Jim Grant is painting a bleak picture.
BREAKING: Dow Jones down another 500 points and America is ‘broke’ according to former Ronald Reagan Budget Director. A new poll from Emerson Polling shows Donald Trump favorability ratings sinking fast. The nation is now seeing the after-effects of Donald Trump and his decision to lay trade tariffs on China. Trump himself is now
Former Director of the Office of Management and Budget under President Ronald Reagan and three-term Congressman from Michigan, David Stockman sat down for an exclusive interview with Grant’s Interest Rate Observer publisher Jim Grant In the famed words of Lisa Simpson, how can America be broke under President Donald Trump? “It can, and it
President of Bannerstone Capital Management LLC, Biff Rollibard believes we’re in a state of epic change, as in e-p-o-c-h. Rising rates and inflation could be near and not all investors, let alone the American public are aware nor ready for it. What should they do? Throughout the course of world history, nothing has vice