The 2020 Hmmminar Series featured an all-star line-up of special guests from the financial world and beyond as Grant assembled a group of fascinating and insightful friends for a series of conversations about the crazy world in which we suddenly find ourselves.
From equity and bond markets to gold and volatility to geopolitics and demography, Grant and his guests covered a wide range of subjects – offering a series of invaluable perspectives for viewers around the world.
Grant is joined by Neil Howe, head of demography at Hedgeye and co-author of The Fourth Turning for a discussion around generational change. What does Covid-19 mean for politics and has it merely been an accelerant to an already-unfolding crisis? How does one position one’s portfolio amidst uncertainty like that of today and what does the end game have in store for investors? Tune in and find out…
Grant is joined by Diego Parrilla of Quadriga Asset Managers, author of The Anti-Bubbles and co-author of The Energy World is Flat. The two discuss Diego’s anti-bubble theory as well as volatility and correlation. Oil, gold, bitcoin and the likelihood of a big devaluation of the yuan all come under the microscope.
David Rosenberg joins Grant for a discussion that ranges from the lessons Rosie learned from Black Monday to the strange disconnect currently evident between economic data and market reaction. Canada, Europe, the US plus commodities, high-yield bonds and the investment Rosie calls a ‘no-brainer’ all come under the microscope…
Peter Zeihan joins Grant for an extraordinary tour of the world’s shifting geopolitical tectonic plates. Peter identifies likely winners, potential losers and key countries’ strengths and weaknesses in the pre- and post-Covid world.
Jesse Felder, publisher of The Felder Report and the host of Superinvestors & The Art Of Worldy Wisdom podcast joins Grant for a wide-ranging discussion covering retail vs institutional money flows, the disconnect between economic reality and market perception, currencies, gold and lockdown facial grooming.
Peter Atwater rounds out The 2020 Hmmminar Series with a fascinating look at the importance of mood and confidence as the foundations of, not only asset markets, but the entire social construct, and outlines how understanding this can help investors make better decisions.
Jawad Mian, author of Stray Reflections joins The 2020 Hmmminar Series to talk about philosophy’s place in building a market framework, the end of the Silicon Valley bubble, Middle Eastern politics and a Karmic Reset…
Dr. Simon Ogus joins us from Hong Kong to discuss the ongoing evolution of China’s place in Asia and beyond, how multinationals are preparing for a very different future post-Covid-19 and how Japan may provide many of the political and monetary keys to the region.
Steve Diggle joins the Hmmminar series to talk about the volatility environment now vs 2008 and where he sees value for both traders and investors. Steve discusses inflation hedges, the likelihood of a Fourth Turning and explains why gold is a ‘no-brainer’.
Steph Pomboy of MacroMavens offers her thoughts on the Fed’s move into junk, the alarming outlook for unemployment and the deficit, the problems posed by the ‘New Corporate Normal’ and Trump’s propensity to default on the US debt…
Ned Naylor-Leyland, Simon Mikhailovich, David Fergusson, Egon von Greyerz and Ronni Stoferle discuss the economic environment, what policy action means for gold, the possibility of inflation and the landscape for investing in precious metal mining stocks…
John Hussman, Ph.D discusses his valuation framework, the problematic 12-year expected equity returns, the most likely inflation outcome and shows why we’re a long way from a slam-dunk buying opportunity.
Marc Cohodes pulls no punches talking about his battles against fraudulent companies, explains his tactics for trading short and tells us why he’s long Camping World.
Luke Gromen & Brent Johnson offer their contrasting thoughts on the likely path of the dollar, the upheaval it will cause no matter which of them proves to be correct, and what it means for gold.
A reflective, engaging and brutally honest Hugh Hendry returns to talk about his personal journey, his thoughts on an environment perfect for his former strategies, and how to manage the kind of stress enveloping investors in today’s markets.
Pippa Malmgren kicks off the 2020 Hmmminar Series with a fascinating conversation about a possible once-in-a-lifetime solution to the global debt burden, the political landscape in the US and the likely return of inflation.