The Long View3 Touko 2022

Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'

Our guest this week is Jim Grant. Jim is the founder and editor of Grant's Interest Rate Observer, a twice-monthly newsletter on financial markets with a focus on bonds. He is the author of numerous books and has made frequent appearances in the financial press where his views on markets and the macroeconomy are much sought after. Before founding Grant's Interest Rate Observer, Jim did stints as a journalist, first as a reporter at The Baltimore Sun, and later at Barron's. He received his bachelor's degree from Indiana University and his master's in international relations from Columbia University.

Background

Bio

Grant’s Interest Rate Observer

The Forgotten Depression: 1921: The Crash That Cured Itself

Mr. Market Miscalculates: The Bubble Years and Beyond

Money of the Mind

Bagehot: The Life and Times of the Greatest Victorian

Inflation and Interest Rates

“Jim Grant: The Fed Cannot Control Inflation,” by Robert Huebscher, advisorperspectives.com, May 4, 2021.

“Jim Grant: The Trouble With Treasuries,” by James Grant, barrons.com, Oct. 11, 2019.

“The High Cost of Low Interest Rates,” by James Grant, wsj.com, April 1, 2020.

“Happy Birthday, Federal Reserve! Have Some Punch (Before the Bowl Gets Taken Away),” by Paul Vigna, wsj.com, Dec. 23, 2013.

“The Inflation Headshake,” by Eric Cinnamond, palmvalleycapital.com, March 9, 2022.

Horizon Kinetics Inflation Beneficiaries ETF

Murray Stahl bio

“Jim Grant: The Endgame for the Bull Market in Bonds,” by James Grant, barrons.com, Sept. 13, 2019.

“Jim Grant: Low Interest Rates Forever? Don’t Get Used to That Idea,” by James Grant, barrons.com, June 7, 2019.

“James Grant: Bitcoin and Other Bubbles,” Wealthtrack podcast, youtube.com, Feb. 26, 2021.

Policymaking

“Jim Grant: The Big Flaw in Ph.D-conomics,” by James Grant, barrons.com, July 19, 2019.

What Is the Taylor Rule?

A History of Interest Rates, by Sidney Homer

Recession and Macroeconomic Forecast

“The Difficult Art of Conjuring Up Yield From Mortgage-Backed Securities,” by James Grant, barrons.com, March 15, 2019.

“The Fed Is Well Behind the Curve: Jim Grant,” cnbc.com interview, youtube.com, Feb. 25, 2022.

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