Jim Grant Interview
2
Nov/091
Nov/091
Consuelo Mack of WealthTrack interviewed James Grant, Editor of Grant’s Interest Rate Observer. We are fans of Grant’s newsletter, Grant’s Interest Rate Observer. We first learned of John Paulson’s subprime bet in this publication.
In this interview, he says the recovery is going to surprise to the upside. We share his view.
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6:30 am on December 1st, 2009
I am an avid follower Mr. Grant and I just read his new book, “Mr. Market Miscalculates”. However, I do not understand where he and your company are getting these convictions about the recovery. What types of metrics are you using to feel this way or is this just a conjecture?
I noticed you are value investor, so I was curious how you believe in timing the market? Since the greatest value investor, Warren Buffett,(value investing should be a redundant term) always shuns from market timing in his annual letters and his investment philosophy.