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Jim Grant's Barron's Interview


Eric50
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Great interview with Jim Grant in Barron's. He's still bullish on gold and gold stocks. Interesting comments on the fed, on inflation/deflation, on the cycles of the eccentrics and also on Japan. I know there are a few value investors who recently bought a basket of dirt cheap stocks in Japan. Grant had the same idea 13 years ago and recently closed Japan-specific fund he had created. He was too much frustrated waiting for value to be found. I'll be curious to see how this evolve over time.

 

Eric

 

 

http://online.barrons.com/article/SB50001424052702303392404576566862208601914.html?mod=BOL_twm_fs#articleTabs_panel_article%3D1

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