Jim Grant on Bloomberg

This is an interesting interview I found of Jim Grant with Pim Foxx. Seth Klarman is a very big fan of Grant so it is always worthwhile to hear Grant speak.

Jim Grant’s interview with Pim Fox on 20/6/11. Jim Grant alludes to the depressing effects of bank regulation, the problems with Money Market Mutual Funds (MMMFs) & more.

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More