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 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