1.Grant’s Interest Rate Observer came into the world in 1983 to help its readers to buy low and sell high, or the other way around. We are seekers after investment value, poppers of bubbles and students of unintended consequences.
Register today to join Jim Grant and Evan Lorenz in live conversation with Tim Sloan, vice chairman and global head of real estate at Fortress Investment Group. Listen in and ask questions virtually on Wed. April 22 @ 4:30pm.
https://t.co/6jN5fI8aTd
Jeffrey Gundlach reminds us of @GrantsPub's timeless line: "The price of gold is the reciprocal of confidence in central banking." With hype fading and hard assets rising, markets may be sending a message.
Dan Zwirn, CEO and CIO of Arena Investors @arenainv, joins Jim Grant and Evan Lorenz on our podcast, Grant’s Current Yield, to discuss leveraged finance and the losses that have been incurred but not yet recognized.
https://t.co/eWl0EdKEfi
*DALLAS FED'S LOGAN: FED WOULD NEED TO BUY ASSETS IF REPO RATES STAY ELEVATED
The Fed is talking about buying again, even before QT officially ends. So when does the balance sheet break past its March 2022 high?
In the latest episode of Richer, Wiser, Happier, @WilliamGreen72 chats with Jim Grant, famed editor of Grant’s Interest Rate Observer. Here, Jim warns that a “major market top” is “in formation,” with irrational exuberance driving up prices for everything from stocks to Bitcoin to gold.
Listen: https://t.co/QisMndRBvI
No country for bull markets? The Republican party has become the party of command and control. Read more in this selection from the new issue of Grant’s.
https://t.co/jrM54ghaoJ
The full agenda for the Grant's Annual Fall Conference is now set. Nine speakers. Nine perspectives. One day.
Join us in-person on Sept. 30 in NYC or remotely via live webinar. Don't delay, register today!
https://t.co/xcHIXyBqVg
Dean Curnutt @Dcurnutt, founder and CEO of Macro Risk Advisors, joins Jim Grant and Evan Lorenz on our podcast, Grant's Current Yield, to discuss the business of risk in over-exuberant markets.
https://t.co/vmLQqX897A
Michael Haynes, head of private credit at Beach Point Capital Management, joins Jim Grant and Evan Lorenz on our podcast, Grant's Current Yield, to discuss the current state of leveraged finance and shifting dynamics in private credit.
https://t.co/CQVBpGQaOY
Jamie Sprayregen, vice chairman of Hilco Global, joins Jim Grant and Evan Lorenz on our podcast, Grant’s Current Yield, to discuss debt, restructurings and the public credit of the United States.
https://t.co/JHDUZ46Awi