Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios.
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JAMES GRANT
Founder & Editor
Grant’s Interest Rate Observer
ACTION POINT
GRANT: BE AN INDEPENDENT THINKER
BOOKSHELF
ONE INVESTMENT
GRANT: GOLD’S PORTFOLIO ROLE
- A monetary base
- Part of a well-conceived portfolio
- Money that doesn’t depreciate
- Can’t be taken over