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

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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 the #crisis

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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 reversal in the U.S.

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Tony Canale, global head of research at Covenant Review, joins Grant’s to discuss what’s new in credit.

1:25 New laws in #Delaware and the J. Crew trapdoor

7:17 Overlooked risks for #corporate creditors

11:16 Triple-B, the frontier of #junk

17:30 Cycles, #fear and overconfidence

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The usual suspects hold forth on a variety of financial topics, while Jim shares some of his favorite current books.

0:55 What’s happening this fall

2:25 #Gold has no friends

5:50 Yield curve: Predictions, theory and history

7:12 Beach reading, Jim Grant style

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Richard Sandor, chairman and CEO of the American Financial Exchange and the Father of Financial Futures, joins Grant’s to help us make sense of the major changes that are coming to the world financial system.

1:32  What’s wrong with #Libor?

8:10 The Secured overnight #financing rate: Is it an improvement?

14:54 A potentially fraught transition from Libor

18:23 The role of #collateral

22:40 Milton Friedman, flexible exchange rates and the #gold standard

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China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 

0:00 “Maximum” Max #Muncy and value investing

1:53 Cracks in the #China facade

5:19 Debt or equity?  The #Netflix conundrum

11:05 Humphrey Hawkins redux and #crypto invades the CFA

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Jim, Evan and Phil discuss the world’s various points of pressure, and provide a few other trenchant observations.

1:05 The Declaration of Independence gets unfriended by #Facebook

3:52 HNA, #China and the world

7:02 Italy’s populists and the #European Central Bank

11:28 U.S. junk #bond yields on the move

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A Grant’s variety pack: Jim, Evan and Phil hold forth on an array of topical financial matters.

1:36 North Korea, AT&T and the future

5:10 A July 4 message from Thomas Jefferson

6:08 Changes in #China

13:55 Corporate buybacks and corporate debt

15:10 Crypto carnage

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Seth Daniels, founding partner of JKD Capital, LLC, and Ben Rabidoux, president of North Cove Advisors, join Grant’s for a thorough analysis of the Canadian housing market and the potential consequences of a downturn.

1:42 Housing: Canada’s #economic engine

5:50 Parallels to the U.S. experience

10:00 Mortgage #fraud and bad actors

15:05 What sort of opportunities are available for #investors?

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