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Jim Grant Podcast – The Lay of the Land

Grant’s Interest Rate Observer Podcast, Released on 12/20/17

Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land.

1:18 Does the “everything bubble” include RE?
4:44 Breaking down the Westfield acquisition
13:02 Cheap financing in Europe and international arbitrage
16:24 “What would Buffett buy?” CapEx creates mispricings
21:21 Current attractive opportunities

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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