4.6 • 693 Ratings
🗓️ 21 August 2017
⏱️ 4 minutes
🧾️ Download transcript
Grant's vacation episode.
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0:00.0 | Welcome to the Grants Podcast. In fact, this highly abbreviated Grants podcast, brought to you in |
0:10.7 | abbreviated form by Bonwe.com, the merely superb travel site. I say a truncated podcast because |
0:19.4 | we were away on vacation, at least we are now. |
0:22.6 | We weren't when I taped this last week, but I wanted to say that we shall return. |
0:29.1 | We shall return at Labor Day and resume our weekly podcast, resume publication of grants, |
0:33.8 | Interest Rate Observer, resume the publication of almost daily grants, resume the whole |
0:39.0 | shooting match. And I wanted to tell you as well that I would like to see you. I would like to see |
0:43.8 | you in person, never mind this digital stuff, I would like to see you in person at the fall |
0:49.0 | grants conference. And it's going to be held to the Plaza Hotel in Manhattan, October 10th. |
0:55.0 | And we've been doing these things for well more than 30 years. |
1:00.4 | But I'm not sure we've ever had a lineup of speakers quite like this. |
1:03.8 | I'm going to read them all because otherwise, you know, it will seem like favoritism, |
1:08.3 | and I think that's a federal offense. |
1:09.7 | So Keith Anderson, the great bond investor, will be there. |
1:14.1 | Frank Rosens, who will talk about this volatility phenomenon of which he is one of the few |
1:20.4 | who understands that Jim Chanos, the great shortseller, Mark Ahotis, another great short seller. |
1:27.0 | Can you infer that we at grants were a little skeptical |
1:29.3 | of the stock market? Well, so be it. And we have a panel organized by Amy Falls, and this is a panel |
1:35.2 | of investors who specialize in endowment affairs, and it includes Amy herself, the Rockefeller |
1:42.6 | University, and Eric Dobstadt of the Ford Foundation, |
1:46.4 | and Paula Volent at Bowden College. |
1:49.6 | Ed Hyman, the now legendary, by legendary, I mean he's almost as old as I am, economist at Evercore ISI |
... |
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