What Scott Grannis is saying
Publisher, Calafia Beach Pundit
3 dated public stances tracked since 2025-08-22, most recently 2026-03-25. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Scott Grannis's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Scott Grannis is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
1 newer stance from Scott Grannis is in
The Brief — subscribers hear it first; this page updates a week later.
2026-03-25
ENERGY
neutral
Calafia Beach Pundit (Scott Grannis) · article
With the economy on a strict diet of 5-6% M2 growth there is insufficient monetary fuel to sustain broad price gains, so non-energy commodity prices are already softening
“already we're seeing non-energy commodity prices softening”
M2 update: Ok for now, but the Fed should ease
2026-03-25
HOUSING
bearish
Calafia Beach Pundit (Scott Grannis) · article
Rising 30-year mortgage rates combined with a surge in new homes for sale tips supply/demand such that real estate prices are more likely to fall than rise
“real estate prices are more likely to decline than to rise”
90d -7.7%
M2 update: Ok for now, but the Fed should ease
2025-08-22
SMALL-CAP STOCKS
bullish
Calafia Beach Pundit (Scott Grannis) · article
Years of tight monetary policy artificially boosted large caps at the expense of small caps, producing ~60% relative underperformance since March 2021; Powell's Jackson Hole signal that Fed easing is resuming should reverse this dynamic.
“tight monetary policy in recent years has also boosted large cap stocks at the expense of small caps”
The appeal of small-cap stocks
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Newest stances reach Brief subscribers first; these pages update on a one-week lag.