Our guest this week is James Grant, founder and editor of ‘Grant’s Interest Rate Observer‘. Jeff and Jim discuss Jim’s recent cover article in ‘Time’ magazine, and the reaction it received from Krugman and others on the left. They also discuss comments recently made by Ben Bernanke, who argued in favor of the Fed looking into helicopter money. When did fiscal and monetary sanity become a radical position in America?
Schafer Cullen Capital Q4 Letter: Value Stocks Could Be Set For A Recovery As Earnings Grow
Value stocks have outperformed growth investments in the last three months, setting a trend that could be present for the next few years, that's according to Jim Cullen, the Chairman, and CEO of Schafer Cullen Capital Management. Q4 2020 hedge fund letters, conferences and more According to Cullen's latest "Market Letter," a copy of which Read More