We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU’LL LEARN: 18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament. 25:31 - How history shows us that human behavior around money has never really changed.  30:50 - Why it’s futile to forecast interest rates, but wise to know what’s happened in the past. 42:53 - How the Federal Reserve sparked rampant inflation, why it’s scary, & how to deal with it. 55:16 - How central bankers illustrate the perils of overconfidence & the need for humility. 1:03:20 - How the Fed could wreck the U.S. economy while attempting to tame inflation.  1:07:01 - What investment opportunities Jim sees in this high-risk economic environment. 1:10:43 - Why he’s bearish on bonds as a 40-year cycle of falling interest rates comes to an end. 1:19:40 - Why Jim likes gold, not Bitcoin, as a protection against financial chaos & monetary folly. 1:35:07 - Why he adamantly refuses to invest in China. 1:28:47 - What Jim thinks of great investors like Seth Klarman, Paul Tudor Jo