Real Vision: The Jim Grant Series

Master investors and economic luminaries share stories, jokes and incredible insight with the legendary financial writer and editor. In a series of penetrating interviews, Jim Grant mines his guests for nuggets of knowledge and insight like only he can, leveraging his encyclopedic grasp of financial history and his trademark cutting wit.
Real Vision Dec 13, 2019
Joel Greenblatt
Joel Greenblatt, managing principal and co-chief investment officer at Gotham Asset Management, sits down with the iconic Jim Grant of Grant's Interest Rate Observer to talk value investing, the efficient market hypothesis, human psychology, negative interest rates, and education in the modern age. Greenblatt breaks down the simple strategy that led to his tremendous success and explains how it can be applied in today's high-tech, complicated markets. Filmed on November 6, 2019 in New York.
Real Vision Dec 06, 2019
Jim Litinsky
Jim Litinsky, founder and CEO of JHL Capital Group, joins Jim Grant to discuss how his value-based investment process has led him to increasingly creative corners of the financial markets. Litinsky and Grant examine the state of the financial world in the context of extreme monetary policy and geopolitical turbulence. Litinsky outlines his outlook for markets and details the turn of events that led his firm to own the only environmentally-friendly rare earth metals producer in the world. Filmed on November 6, 2019 in New York.
Real Vision Nov 29, 2019
Sy Jacobs
Are leveraged loans the next major threat to the global economy? Sy Jacobs, managing partner of Jacobs Asset Management, joins forces with Jim Grant to scrutinize the “leveraged loan,” an asset class that is increasingly raising eyebrows on Wall Street. Jacobs and Grant tackle the efficient market hypothesis, negative yielding debt, and our current place in the business cycle. Filmed on November 7, 2019 in New York.
Real Vision Nov 22, 2019
Alain Van Loo
Alain Van Loo, Chief Investment Officer at The Sharp Financial Group, joins Jim Grant to discuss the state of the US financial system and global capital markets. Van Loo and Grant unpack some of the crucial but frequently misunderstood underlying plumbing of the US financial system, with a focus on the money markets and the Fed’s repo operations, before widening the lens to talk about investment opportunities in developed and emerging markets. Filmed on November 7th in New York.
Real Vision Nov 15, 2019
Ben Melkman
Light Sky Macro’s founder, CEO, and CIO, Ben Melkman, joins legendary financial journalist Jim Grant to discuss how his macro hedge fund thrives in an industry where many firms are struggling to survive. Melkman reveals several scenarios that he sees as the most important potential paradigm shifts facing global markets today. With a fractured political climate prior to the 2020 presidential election and institutions relying on systematic option writing to enhance yield - especially in volatility markets - Melkman walks through his perspective on the most impactful risks facing investors today. Filmed on November 7, 2019 in New York.
Real Vision Nov 15, 2019
Ben Melkman
Light Sky Macro’s founder, CEO, and CIO, Ben Melkman, joins legendary financial journalist Jim Grant to discuss how his macro hedge fund thrives in an industry where many firms are struggling to survive. Melkman reveals several scenarios that he sees as the most important potential paradigm shifts facing global markets today. With a fractured political climate prior to the 2020 presidential election and institutions relying on systematic option writing to enhance yield - especially in volatility markets - Melkman walks through his perspective on the most impactful risks facing investors today. Filmed on November 7, 2019 in New York.
Real Vision Sep 14, 2018
Dan Rasmussen
Dan Rasmussen joins legendary financial reporter Jim Grant to discuss the state of equity markets, discrepancies between practice and theory, and his chronic contrarianism. Listed on Forbes’ 2017 “30 under 30” list, Rasmussen also shares his philosophy on how to find value in today’s world. Filmed on May 30, 2018 in New York.
Real Vision Aug 03, 2018
Jean-Marie Eveillard
The dean of investment writers sits down with famed value manager Jean-Marie Eveillard, who spent more than two decades as the lead portfolio manager for First Eagle Investment Management Global Value. In this deep-diving conversation, Mr. Eveillard discusses his long track record of impressive performance, recounts the most formative moments of his career, and shares his overall philosophy about the practice of value investment. In addition, Mr. Eveillard and Mr. Grant also discuss today’s markets, paying particular attention to bonds and gold. Filmed on May 24, 2018 in New York.
Real Vision Jul 13, 2018
Michael Steinhardt
The legendary hedge fund manager Michael Steinhardt sits down with the dean of financial reporters for an unforgettable conversation. Steinhardt shares some of the secrets behind his incredible run as the manager of Steinhardt Partners, and discusses some of his most remarkable trades from that time. He also touches on the ways in which the hedge fund world has changed since then. Finally, Steinhardt delves into his evolving views about his own personal wealth. Filmed on May 24, 2018 in New York.
Real Vision Jun 15, 2018
James Aitken
The esteemed Australian hedge fund advisor James Aitken sits down with legendary financial writer Jim Grant for an insightful conversation about central bank stimulus, the European financial system, China’s future, short selling, and more. Aitken, the founder of Aitken Advisors, compares recent European crises to the current state of the European economy and markets. He also shares his philosophy about how to properly navigate fully valued markets. Filmed on May 30, 2018 in New York.
Real Vision Mar 02, 2018
Leigh Goehring
Master commodities investor Leigh Goehring sits down with legendary financial writer Jim Grant in this wide-ranging but deep-diving interview. Mr. Goehring and Mr. Grant discuss the outlook for crude oil at length, before moving on to natural gas, uranium, copper and gold. They also discuss the broader reasons for investing in commodities, and examine what it takes to be a great investor in the natural resources space. Filmed on January 24, 2018 in New York.
Real Vision Feb 02, 2018
Jim Chanos
Jim Grant, the editor of Grant's Interest Rate Observer, sits down with famed fund manager and master short seller Jim Chanos of Kynikos Associates. They discuss the philosophy of shorting stocks, the best way to perform research, and the preferred methods for managing risk within a portfolio. They also discuss Mr. Chanos’s successful shorts on Enron, Valeant and others – as well as his current bets against Tesla and China. Filmed January 24th, 2018 in New York.