Hidden Forces

Jim Grant on What Inflation Means for Asset Values, Crypto, and Meme Stocks

29 Nov 2021

Audio

Description

In Episode 221 of Hidden Forces, Demetri Kofinas speaks with Jim Grant, the founder of Grant's Interest Rate Observer: a legend in the business of investor education and financial media. What separates Jim from millions of his fellow financial journalists, commentators, and authors is the historical perspective that he brings, informed not just by the immense volume of books and periodicals that he's consumed over the course of his lifetime, but primarily by the wisdom of his own lived experiences and lessons learned from the experiences of others that he's had the privilege to know and interview over the course his life. Given the ongoing controversy around inflation—its causes and consequences—we couldn't think of anyone better to talk to than Jim Grant. Jim has been warning his readers about the unintended consequences of overly-accommodative Fed policy and dollar debasement for as long as we have known him and he is uniquely positioned to provide us with the historical context to understand where we find ourselves in the present cycle. What we came to this conversation wanting to know from Jim, as someone who has lived through at least 3 major credit cycles, is if in fact he feels that this inflation is not transitory. If in fact, he thinks that we are in the process of up-anchoring inflation expectations and what this means for the Fed's policy options, with important implications for assets like stocks, bonds, cryptocurrency, etc., whose prices have depended on the free-flow of credit that becomes less readily available in an environment of rising consumer and producer prices. This is a phenomenal conversation that will help you integrate the history of inflation and what we know about its causes into the unique circumstances of our modern political-economy, which is characterized by historically high debt levels, aging demographics, and technology-driven deflation, in a way that can make you a better, more thoughtful investor. Topics discussed during the Overtime include precious metals, cryptocurrency, meme stocks, ethics in journalism, and more. You can access that part of the conversation, as well as the transcript and rundown to this week's episode through the Hidden Forces Patreon Page. All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | Spotify | Stitcher | SoundCloud | YouTube | CastBox | RSS Feed Write us a review on Apple Podcasts Subscribe to our mailing list through the Hidden Forces Website Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/18/2021

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other recent transcribed episodes

Transcribed and ready to explore now

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

Hidden Forces

Jim Grant on What Inflation Means for Asset Values, Crypto, and Meme Stocks

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

Sign in to Audioscrape

Share this moment