Hey everyone! Thank you all for your comments, ideas, guest suggestions, etc. Please keep them coming! It's been so fun building this show alongside you all. Please let me know if you have any recommendations for guests this quarter. Be sure to hit subscribe for new videos. And if you'd like, feel free to leave a review on Apple Podcasts or Spotify. ☺🙏
Jim is a true treasure. His thinking is so out of favor (sadly) in a Keynesian-dominated world. Nobody knows when this plate-spinning stops but it surely will. He should be Fed Chair.
Can I add that Ms LaRoche also listens to what her guests say and then crafts a lot of her questions to follow up on what they have already said. That gives a flow to the conversation.
Mr. Grant is a financial poet!... All of these folks are new to me, I just stumbled upon the channel today. Julia, you will succeed because you have an old-fashioned simplicity and grace about you. You ask simple, straightforward questions and you don't make the broadcast all about yourself. Some folks raised you right.
The very same FED promised not to hike rates by 2024! Why should we take them seriously this time around? They have to re-learn (mustn’t un-learn) monetarism (Milton Friedman in particular).
Do you think that the central mis-planners play a range-bound crypto against gold & other real/hard assets (which go into pretty much anything, like silver), so prices won’t go even higher, where they would rather prefer us to speculate in crypto than silver or other commodities, while collecting tax revenue from crypto?
Unfortunately, I see Jim Grant being like Mises, where only on his deathbed, will anyone listen to him. The inflation dragon will be around for most of the next 20 years and without political connections, almost impossible to maintain purchasing power.
Would the FED pivot soon b/c under their current monetary policy, the Treasury has less revenue on which it pays higher interest, as Luke Gromen suggests?
Wonderful to hear Mr. Grant's opinions on the debasement of the US dollar and reserve currency status as well as his defence of nature's currency. I recently learned that the Bank of Canada has no gold reserves though we may still have some underground.
@@issenvan1050 Only that, as James Grant discusses, no-one seems to agree on how long the FED & other central banks can keep playing their game. What is your view? Can it continue?
So i regularly search for content from Jim Grant, so does everyone, this video did not come up on my feed. It only appeared after I subscribed to Julia's show. YOu need to get a SEO/Marketing/Computer dude to look in to this.. Your Subs shoudl be over 100k by now.. ( FYI you rock )
I like Jim Grant, but why are people still talking about gold or commodity based money? A commodity based money system can't provide the liquidity and monetary elasticity required by modern economies, which is why it is no longer used.
So, b/c of the contraction in money supply & its lagging effects, should gold perform well in a significantly disinflationary environment or even in a deflationary one in 2024, or not?..
![Interest Rates and Market Speculation with Financial Historian James Grant [2023]](http://i.ytimg.com/vi/77CU6FGVRbQ/mqdefault.jpg)
![[UA] NAVI проти G2 Esports | Blast Premier Fall Final](http://i.ytimg.com/vi/QWlIm4FGESQ/mqdefault.jpg)
Hey everyone! Thank you all for your comments, ideas, guest suggestions, etc. Please keep them coming! It's been so fun building this show alongside you all. Please let me know if you have any recommendations for guests this quarter. Be sure to hit subscribe for new videos. And if you'd like, feel free to leave a review on Apple Podcasts or Spotify. ☺🙏
& for later: Jeremy Grantham, Robert Kiyosaki, Peter Grandich, John Polomny, Jordan Roy-Byrne, Jeff Snider.
Thank you for the timestamps! 👍🏻
Gr8 content! 👏🏻
@@issenvan1050 Thank you so much! And thanks for the guest recommendations. I'll work on getting them on the show.
When it comes to the budget deficit & gold, Brian Hirschmann is the person to interview.
Jim is a true treasure. His thinking is so out of favor (sadly) in a Keynesian-dominated world. Nobody knows when this plate-spinning stops but it surely will. He should be Fed Chair.
Thank you Mr. Grant. A thoughtful commentary aided by Ms. La Roche.
Thank you so much, Marci and John. 🙏
During the Grear Depression, only gold stocks went up. Can it be the same in 2024?
always a pleasure to listen to Mr. James Grant
Thank you, Anahita!
high value: amazing guests, well researched questions and so skillful at letting the invitee talk. This channel/platform/brand is going to make it.
Thank you so much, MoveM. I'm going to keep working hard to make this a reality. Really appreciate your kind words. 🙏
Can I add that Ms LaRoche also listens to what her guests say and then crafts a lot of her questions to follow up on what they have already said. That gives a flow to the conversation.
@@RWROW Thank you so much!! 💙🙏
We should focus on the money supply, not on the funds rate, which is a smokescreen/sideshow/gimmick at best! Steve Hanke explains that extremely well!
The CBO just released another important update on this topic. Very readable at their web site.
Outstanding interview. Thank You both.
Mencken once said: A good politician is quite as unthinkable as an honest burglar.
He’s the best! Thanks Julia 🙏🏽
Thanks Deepak!
Thanks
I wonder what filing system he’s using on his desk 😅
This is the time to buy mining and maybe oil services companies.
Mr. Grant is a financial poet!... All of these folks are new to me, I just stumbled upon the channel today. Julia, you will succeed because you have an old-fashioned simplicity and grace about you. You ask simple, straightforward questions and you don't make the broadcast all about yourself. Some folks raised you right.
There are handful of people I listen to very intently, one be Mr. Jim Grant 😊👌💯
Thanks, Sheeva Matimbas!
Excellent show Julia with a top notch guest.
Thank you so much, Max!
Should silver perform better as an industrial metal during an economic boom, or as a monetary metal during a stagflationary period?
Nice interview, heck of a bow tie collection and vocabulary this guy possesses.
Agreed! I really enjoyed listening to and learning from Jim.
What about the horror of CBDC?
Great show Julia!!! Jim Grant is the best
Thanks Greg!
Thank you for the wondeful interview
Thank you so much, Keat! 🙏
The very same FED promised not to hike rates by 2024! Why should we take them seriously this time around? They have to re-learn (mustn’t un-learn) monetarism (Milton Friedman in particular).
Do you think that the central mis-planners play a range-bound crypto against gold & other real/hard assets (which go into pretty much anything, like silver), so prices won’t go even higher, where they would rather prefer us to speculate in crypto than silver or other commodities, while collecting tax revenue from crypto?
Unfortunately, I see Jim Grant being like Mises, where only on his deathbed, will anyone listen to him. The inflation dragon will be around for most of the next 20 years and without political connections, almost impossible to maintain purchasing power.
Would the FED pivot soon b/c under their current monetary policy, the Treasury has less revenue on which it pays higher interest, as Luke Gromen suggests?
Why was Friedman supposedly on the “wrong side”, b/c he was a monetarist, who pointed to money-supply as the root-cause of inflation?
Wonderful to hear Mr. Grant's opinions on the debasement of the US dollar and reserve currency status as well as his defence of nature's currency. I recently learned that the Bank of Canada has no gold reserves though we may still have some underground.
At these valuations can crypto diverge from Nasdaq?
I tried to post this on LinkedIn but the video does not seem to have a thumbnail. It comes up as a big black screen.
With this level of debt/gdp, for how long can the FED play this game? & why hasn’t Japan defaulted, on this note?
What's your answer to your questions?
How did Bank of England avoid collapse of pension funds in long term?
@@Timothy_Pitt I do not have an answer. That’s why I ask…
@@issenvan1050
Minds even greater than ours do not have those answers, it seems
The reckoning seems inevitable, doesn't it?
@@Timothy_Pitt Can you elaborate a bit?
@@issenvan1050
Only that, as James Grant discusses, no-one seems to agree on how long the FED & other central banks can keep playing their game.
What is your view? Can it continue?
Are we in a commodities supercycle in this new-ish environment?
So, do we have the 1970s’ playbook now?
Not sure most of his perspective is accurate in the sense there were other options on the table.
So i regularly search for content from Jim Grant, so does everyone, this video did not come up on my feed. It only appeared after I subscribed to Julia's show.
YOu need to get a SEO/Marketing/Computer dude to look in to this.. Your Subs shoudl be over 100k by now.. ( FYI you rock )
Yeah, can't figure out why it doesn't surface more often. I tag all my videos too...
Is that what they mean by Buffett is not a macro investor?
I like Jim Grant, but why are people still talking about gold or commodity based money? A commodity based money system can't provide the liquidity and monetary elasticity required by modern economies, which is why it is no longer used.
Because the elasticity to which you refer is simply debasement, or rather an inevitable collapse
How about gold mining stocks?
The cleanest shirt if it happens to be not white
What happens to natgas?
Can it be the case that USD will remain the reserve currency while the 10-yr. not being the benchmark “ASSet” any more, “in the foreseeable future?” 😎
So, b/c of the contraction in money supply & its lagging effects, should gold perform well in a significantly disinflationary environment or even in a deflationary one in 2024, or not?..
see John Exter's inverted pyramid
@@lefthooklansing ?
@@issenvan1050 google the words in my post, just Copy&Paste
Does money supply shrink b/c of QT or due to the banks’ lack of credit generation?
So the lesson I hear is that we could be in for a decade long trend of higher interest rates.
Just wondering if our highly leveraged world can actually handle it
That implies a massive reduction in asset values. Politically viable?
@@vickie8774
Quite
WWI or WWII?