11 months ago

162

Legendary value investor James Grant makes his case for why interest rates may remain higher for much longer than many investors anticipate. Jame argues that this shift in the market landscape could change investor behavior towards seeking yield, just as it presents a myriad of problems for the Fed and powers-that-be.

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Grant's Interest Rate Observer: https://www.grantspub.com

00:00 Introduction
03:04 Decline of American Empire
06:44 Main Causes of Financial Instability
11:35 Interest Rate Cycles
18:16 Interest on Government Debt
20:14 Persistently Higher Inflation
22:29 Impact of Rates on Economy
29:50 Next Financial Crisis
33:18 Private Equity is Vulnerable
36:25 What if James Was Fed Chairman?
41:17 Is a BRICS Currency Viable?
44:08 Shift in Investment Landscape
47:57 Is Gold a Good Investment?