Jim Grant: Interest Rates May Rise For Longer Than Most People Think

The Jay Martin Show, Released on 9/16/23

Legendary value investor James Grant makes his case for why interest rates may remain higher for much longer than many investors anticipate. Jame argues that this shift in the market landscape could change investor behavior towards seeking yield, just as it presents a myriad of problems for the Fed and powers-that-be.

00:00 Introduction
03:04 Decline of American Empire
06:44 Main Causes of Financial Instability
11:35 Interest Rate Cycles
18:16 Interest on Government Debt
20:14 Persistently Higher Inflation
22:29 Impact of Rates on Economy
29:50 Next Financial Crisis
33:18 Private Equity is Vulnerable
36:25 What if James Was Fed Chairman?
41:17 Is a BRICS Currency Viable?
44:08 Shift in Investment Landscape
47:57 Is Gold a Good Investment?

James “Jim” Grant is an American writer and publisher and the founder of Grant’s Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” Bloomberg TV, CNBC and other well-known financial news sources. His journalism has appeared in a variety of periodicals, including the “Financial Times”, “The Wall Street Journal” and “Foreign Affairs.”

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