In this episode of Capital Account, Lauren Lyster speaks with Founder of Grant’s Interest Rate Observer, Jim Grant to speak about Europe, the Federal Reserve, and Quantitative Easing. As the Eurozone comes out of a weekend to resolve the debt crisis with more “to be determined,” are more people losing faith that Europe will make it? And when we talk about the exposure of US investors to Europe, in a case of unintended consequences is it because of Federal Reserve policies that fund managers took their money overseas to indebted banks and nations that now could stand to fail? And speaking of the Fed, are we seeing a campaign forming for more QE?
The ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More