Grant’s Current Yield Podcast (Grant's Interest Rate Observer)

Détails du podcast Épisodes (204)Liens (52)Score RSS (32%)Contenu lié (17)

Explorez tous les épisodes de Grant’s Current Yield Podcast

Plongez dans la liste complète des épisodes de Grant’s Current Yield Podcast. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

	Date	Titre	Durée
	13 May 2019	Distressed address	00:27:26
Kent Collier and Sarah Gefter of credit research firm @Reorg call in to discuss the latest happenings in distressed debt. www.reorg.com @DDinvesting 3:51 2007, then and now 7:16 Taking inventory of the cycle 12:51 The J. Crew “trapdoor.” Innovation or gimmick? 18:02 Deteriorating accounting standards 20:38 Issues that might ring the bell Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	22 Nov 2019	It's a gusher	00:27:48
Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com 1:10 #Apple worth more than the entire energy sector 4:19 What’s happening with shale? 12:21 Tier-one wells on the wane 18:43 Bargains abound in energy Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	13 Jun 2022	Making Markets	00:36:04
With special guest, Doug Cifu, CEO of Virtu Financial.
	21 Sep 2019	Two for the price of one	00:30:21
Bianco Research president and eponym Jim Bianco calls in to help us make sense of last week’s chaos in short term lending rates. Jonathan Tepper, founding partner at Variant Perception, assesses the commercial landscape and identifies potentially attractive opportunities. @biancoresearch @jtepper2 @VrntPerception 8:15 Why didn’t the banks arbitrage those high rates? 13:50 Excess reserves and post-crisis regulation 19:00 Corporate competition on the wane 24:20 Europe set for a rebound? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	11 Feb 2025	BUTTONED-UP BORROWERS	00:35:51
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
	19 Jul 2018	Summertime and the living is easy	00:13:26
China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 0:00 “Maximum” Max #Muncy and value investing 1:53 Cracks in the #China facade 5:19 Debt or equity? The #Netflix conundrum 11:05 Humphrey Hawkins redux and #crypto invades the CFA Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	23 Nov 2021	The insider's guide to operations	00:23:03
With special guest, Scott Matthews, vice president of global operations at Hygiena, Inc.
	24 Mar 2025	IN A TROUBLED WAY	00:46:46
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
	12 May 2017	The costs of tranquility	00:31:12

	29 Apr 2020	Class is in session	00:37:35
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	02 Feb 2020	Public debt-does it matter?	00:21:11
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	07 Sep 2018	Emerging value	00:21:43
John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets. 2:01 Where’s the value? 6:45 Argentina, bottom up investing under macro duress 10:43 Other opportunities in South #America 15:30 Implications of a bearish reversal in the U.S. Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	16 Feb 2021	All about SPACs	00:25:11
In conversation with Julian Klymochko, founder and chief investment officer at Accelerate Financial Technologies.
	02 Apr 2018	Free money is the enemy of free markets	00:23:34
David Stockman, director of the Office of Management of Budget under President Reagan and master of mazy budgetary arithmetic, joins Jim and Evan for a scintillating discussion of fiscal and monetary matters. 0:00 The #Simpsons foreshadowing 3:20 Deficits and #debt monetization. What’s the harm? 9:01 Requiem for a #bond bull market 15:30 Sell what the #central banks are selling Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	08 May 2024	INNER WORKINGS	00:29:13
Behind the scenes at Grant's with Jim, Evan and Phil.
	17 Jan 2022	Breaking the American economy	00:41:52
With special guest, Chris Leonard, author of "The Lords of Easy Money."
	15 Mar 2023	Valuation, Demographics, Urbanization	00:40:07
With special guest John Haskell, founder and chief investment officer of Atla Capital Management.
	13 Nov 2018	Curated content	00:25:42
Wendy Battleson, co-founder and principal of Art Strategy Partners, shares her expertise on the state of the market and its connection with other asset prices 1:48 Banksy’s self-destruct button 6:10 Guaranteed bids – for a fee 11:21 Inflation in Warhol’s 17:16 The art market; an extension of Wall Street? Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	26 Jan 2017	Grant's Interest Rate Observer	00:19:31
0:28 Introduction & history of Jim Grant of Grant’s Interest Rate Observer 4:20 Grant’s services and how it differentiates from mainstream outlets 6:40 How Grant’s ‘fades’ a consensus 9:45 Why to investigate alternatives 15:59 How Grant’s views the Federal Reserve Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	10 Jul 2017	The least self-aware people on earth	00:25:23
1:38 #Rates so high you can observe them 3:14 #Fed minutes recap 7:14 No such thing as a #wealth effect 10:14 #Inflation is too damn low 14:46 Excess capacity in the #restaurant industry 18:36 constant renewal of radical monetary policy Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	25 Feb 2020	ESG, avert your ears	00:24:25
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG
	02 Jun 2021	A place for bonds?	00:35:59
In conversation with Peter Chiappinelli of GMO’s asset allocation team.
	29 Oct 2018	Tomorrow’s sales today	00:26:27
Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fed. @rcwhalen 1:22 The banks, as safe as a house? 6:51 A tightening Fed and profits 10:55 Rising credit costs coming down the pike 6:48 Leveraged loans, then and now 20:04 Goodbye, wealth effect Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	11 Oct 2017	Hamburger Helper	00:17:35
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 0:53 Employment trends and #business activity 2:42 Low rates begets overcapacity 6:28 Risks for franchisees 8:10 Who owns the #real estate? 11:45 Global synchronized recovery and record #credit creation 14:20 Timeless cyclical psychology Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	20 May 2022	Inflation!	00:33:45
With special guest, Steve Forbes, the chairman and editor-in-chief of Forbes Media.
	25 May 2023	DISPATCHES FROM THE OPPOSITION	00:36:25
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
	06 Dec 2017	Value Hunt	00:17:15
JHL Capital Group chief investment officer James Litinsky joins Grant’s to share his views on opportunities and risks around the world. 0:56 #India: Country of the future? 4:50 Current opportunities after a strong #rally 8:18 How to play late cycle in the #U.S. 10:47 The most vulnerable financial #assets 14:34 How much #cash to hold? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	28 Mar 2018	The stuff’s really not good for you.	00:16:00
Jim, Evan and Phil revisit Grant’s 2017 bearish analysis of Facebook, with historical analog. 2:05 “Sell #Coke” 1996 6:06 Paul Fusselll and #human folly 10:41 Where do we stand now? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	19 Mar 2018	Brain box	00:17:37
Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion. 1:52 Interest #rates, then and now 4:11: “The #bond market has been rigged” 7:22 #Inflation is the big risk 12:08 Has #macroeconomics succeeded? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	16 Nov 2019	A short-seller in action	00:47:33
In October 2017, Marc Cohodes unveiled a new idea to the Grant’s conference crowd. @AlderLaneeggs His remarks follow. 3:20 Free speech - for the bulls 18:58 Taking things personally 28:45 A common theme 35:12 “This is not a game” Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	23 Jan 2025	PARALLELS TO HISTORY	00:47:28
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
	11 Jun 2018	The Tesla episode	00:20:53
The indomitable Montana Skeptic (@MontanaSkeptic1) joins Grant’s for a hearty discussion of the most polarizing car company in the world, 1:51 Is a “supernova” third quarter in the works? 3:54 The basic #bear case 7:49 #Model 3 reservation holders: What now? 13:26 The lawyers circle 16:14 Montana’s overall #investment approach Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	21 Aug 2017	Summer cleaning	00:03:53
Grant's vacation episode.
	27 Jan 2017	Just enough about interest rates	00:20:06
1:40 Nature of cycles & interest rates 6:35 What the current market climate means for your portfolio 10:00 History of treasury securities 15:35 Service of history to the markets 18:57 End of rising bond prices Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	24 Jul 2017	Episode 21 - An invigorating interview with Trey Reik	00:32:04
Articles mentioned in this #Podcast: Sprott Asset Management July 2017 Strategy Report 2:10 Similarities between #cryptocurrencies and #gold 5:42 Which cryptocurrencies will survive and prosper 10:10 How can gold reassert itself? 16:06 Are digital coins #securities? 20:24 #Blockchain in the mutual fund business 24:30 Grant’s AMA: Jim’s P.A. holdings Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	21 May 2018	Surf and turf	00:18:39
Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud. 2:09 How do managers contend with increasing industry consolidation? 8:51 “A time of #disruption”, while barriers to entry rise 12:04 Summertime for corporate #fraud Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at www.grantspub.com
	10 Dec 2021	Beneath the surface	00:31:50
Special guest Dean Curnutt, founder and CEO of Macro Risk Advisors, joins this week's episode.
	30 Jun 2022	The Nature and Essence of Interest	00:42:55
With special guest, Edward Chancellor, the author of "The Price of Time."
	20 Dec 2017	Realty Show	00:24:12
Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land. 1:18 Does the "everything bubble" include RE? 4:44 Breaking down the #Westfield acquisition 13:02 Cheap financing in #Europe and international arbitrage 16:24 "What would #Buffett buy?" CapEx creates mispricings 21:21 Current attractive opportunities Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	29 Sep 2021	When everything's absurd	00:37:45
In conversation with, the comedian, Remy Munasifi.
	15 May 2017	Vol’ is the only asset class	00:31:34

	01 Apr 2020	The Grice Man cometh	00:26:23
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	17 May 2024	A MATTER OF PERSPECTIVE	00:42:20
With special guest Sean Fieler, president and CIO of Equinox Partners.
	22 Feb 2017	Credit, cars trouble	00:12:20
0:24 Inside the latest edition of Grant's 2:10 Lorenz on auto-lending 5:27 Warren Buffett & leveraged transactions in restaurant stocks 8:45 What is secular stagnation? Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	20 Apr 2022	Real Estate 360	00:35:06
In conversation with Jonathan Litt, founder and CIO of Land & Buildings.
	29 Apr 2024	OPPORTUNITIES IN COMEUPPANCE	00:27:36
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
	18 Oct 2019	Time to make the Donuts	00:26:37
Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side. 0:55 Positioning in an “everything bubble” 6:15 WeWork and trouble in tier-one real estate 11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming? 17:30 Opportunities and risks in the energy patch 20:20 Uber, unicorns and free money Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	27 Dec 2019	Home Alone	00:24:12
Jim Grant delivers a holiday message and review of 2019 financial events. 1:15 The state of the world as 2020 looms. 7:45 All things cyclical 11:30 The repo hiccup and unscripted events. 17:15 UST margin demand: a product of unnaturally-low rates? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	18 Sep 2017	20-20 Vison	00:18:07
A common theme connecting some of today’s most popular investments: a very, very long time horizon 1:30 #Austria floats a 100-year bond 3:24 Limited supply of #bitcoin? 4:24 #Tesla promises one million cars per year 7:30 Five year/five year #Euro inflation swap rate 12:58 Hawkish hints 16:40 Half-empty #FOMC Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	11 Jun 2019	Into the plumbing	00:23:49
Jeff Snider (@JeffSnider_AIP), head of global research of Alhambra Investments, calls in to discuss the workings of the modern financial system, and to offer his views on the best ways for investors to position themselves. 1:35 Eurodollars: What they are and why they matter 8:20 “There’s something wrong here” 14:55 Paul Volker and the bond bear market. A mirror to today? 18:02 Contrarianism and consensus Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	06 Aug 2024	THE NEXT MELTDOWN	00:29:11
With special guest Richard Byrne, president of Benefit Street Partners.
	05 Mar 2018	The rates puzzle	00:21:34
Stephen Stanley, chief economist and Xavier Negroni, co-head of the finance desk at Amherst Pierpont Securities, join the Grant’s team to try and make sense of the jump in short rates, while speculating on the Fed’s next move. 2:17 The mighty #dollar is getting no respect 6:48 The Feds Powell debuts in front of #congress 8:30 What are #credit spreads telling us? 11:15 "#Investors have lots of choices" 17:00 Stephen forecasts the 2018 #rate hike regime Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	12 Sep 2019	A conversation with the Dean of High Yield	00:33:42
Marty Fridson, chief investment officer Lehmann, Livian, Fridson Advisors LLC and “One of Wall Street’s most thoughtful and perceptive analysts” according to the New York Times, stops by to discuss all things credit. 2:54 What’s new in high-yield and leveraged loans 7:30 Marty’s preferred income-generating assets 13:00 A garden-variety recession: Enough to spur widespread defaults? 19:24 Price controls, central planning and central banking 24:03 Can negative-yielding issuers default? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	09 Oct 2018	Kevin Warsh, former Federal Reserve governor.	00:31:29
Kevin Warsh, former Federal Reserve governor and distinguished fellow at the Hoover Institution, pays Grant’s a visit to discuss the state of the world and markets. 1:55 Making sense of the move in bond yields 6:20 The Fed and the market. Who’s in charge? 11:41 Generation-length trends in interest rates 20:07 David Hume, corporate profits and interest rates 23:23 The evolution of money Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	22 Jun 2023	SOME OF THE OLD TIME RELIGION	00:31:38
With special guest John D. Spears, Managing Director of Tweedy, Browne.
	08 Mar 2017	All together now	00:15:08
1:57 What will the Federal Reserve do & potential implications 4:25 Lorenz on the bull & bear cases for oil 9:36 The inflation rate you haven’t heard of Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	14 Mar 2025	REALLY GOOD BREAKS	00:40:53
With special guest David Dredge, CIO and CEO of Convex Strategies.
	22 Oct 2018	The other side of the boat	00:25:34
Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant’s to talk markets, volatility and anticipating the future. @Dcurnutt 1:42 Today and 2017, have things changed? 5:52 #Gold, the anti-S&P 11:23 Risk parity and trend followers: The next step 19:50 Opportunities in cyclical #stocks Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	20 Nov 2024	GROWTH AND PROFITABILITY	00:31:45
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
	30 Oct 2017	The stability paradox	00:18:14
Jim, Evan and Phil hold forth on noteworthy sightings in credit, while Jim challenges a core premise of modern central banking. 0:43 #ECB taper announcement 2:36 Taylor Rule funds rate and the flattening yield curve 5:05 The search for “stability” 8:35 Kobe Steel bondholder surprise 9:55 10-year yield at a key level 12:14 The last great #bond bear. In like a lamb… 14:01 “Unprecedented in degree, persistence and circumstance” Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	09 Apr 2021	Engine of Inequality	00:34:16
With special guest, Karen Petrou, co-founder and managing partner at Federal Financial Analytics.
	10 Nov 2017	Buying low and selling high: A How-to	00:25:44
Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks. 1:54 Paul’s #bitcoin trading strategy 7:40 Value in #Japan 12:30 Other periods of technological #disruption 14:45 Is #Exxon vulnerable to a market downturn? 17:14 Strategies for an expensive market 20:37 Paul’s favorite #stocks in the U.S. Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	14 Oct 2020	Down South	00:24:39
https://www.linkedin.com/in/john-haskell-092a118/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	18 May 2017	Best statesman, worst investor	00:17:44

	06 Oct 2020	As the world turns	00:24:57
@businesscycle https://www.linkedin.com/in/lakshmanachuthan/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	23 Mar 2017	Bulls in unison	00:09:39
1:33 Lorenz on the Eurodollar futures 4:01 What happened to hedge funds? 5:56 Are prices in grocery stores deflating? Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	11 Mar 2021	Real Estate after COVID	00:30:02
With special guest, Michael Knott, head of U.S. REIT research at Green Street.
	22 Nov 2017	The tick-tock of time	00:13:58
A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition 1:53 #GE in 1990 7:50 Mortgage #bonds in 2006 11:52 Valeant #Pharmaceuticals in 2014 Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	26 Sep 2018	Mix and match	00:15:16
Jim, Evan and Phil hold forth on the topics of the day. 0:51 Profits and interest rates 7:48 Inflation, the very long view 9:51 Human achievements and #financial cycles Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	12 Jan 2019	Winter warm up	00:20:16
The usual suspects discuss an array of financial happenings, while Jim recaps a recent Grant's field trip. 1:20 Economists and diversity 7:31 @McDonalds franchisees; they ain't lovin' it 10:51 Buffalo bash 16:17 New year, new ideas? Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	03 Oct 2019	Don’t fear the repo	00:25:24
George Selgin, director of the #Cato Institute's center for monetary and financial alternatives, calls in to discuss remarkable recent events in the banking system and the potential implications. @GeorgeSelgin 1:21 A money market which fails to clear 5:45 Interest on excess reserves: Unintended consequences 11:24 Too much collateral = too much debt? 15:50 More QE on the way 20:10 Fixes to fixes to fixes Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	07 Dec 2018	By the bushel	00:29:02
Keith Bronstein, commodities guru and president of TradeLink Holdings, LLC, calls in to discuss futures, interest rates and his latest big idea. 2:12 An opportunity in #eurodollar futures? 9:50 No-bid futures and modern finance 13:25 “Instability isn’t considered instability when prices rise” 20:01 Assessing the #Fed’s next moves Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	22 Jan 2020	The gold show	00:33:54
Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings. 4:22 Institutional distrust means opportunity 11:34 Deflation and the U.S. dollar 18:14 The miners: a dismal past but a better future? 25:09 Gold and crypto, monetary cousins Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	19 Jul 2023	DISTRESSED DEBT EXPERTS	00:46:14
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
	02 Feb 2019	Bullion base	00:27:56
Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern administrative state. 4:17 The "menacing" language of compliance 9:30 #Gold, negative-yielding bonds and safety 16:53 Jim's reading list .@S_Mikhailovich www.bullionreserve.com Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	03 Aug 2022	ALL THINGS TELECOM	00:37:25
With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.
	16 Oct 2020	Inflation protection that wins.	00:28:58
https://www.linkedin.com/in/nancyquadratic/ https://quadraticllc.com Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	15 Apr 2022	The 70% Club	00:39:15
With special guest, Martin Hale, technology reinvention specialist and founder of Hale Capital Partners.
	08 Mar 2024	INFLATIONARY INSURANCE	00:32:49
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
	06 Apr 2017	A short history of excess	00:16:33
1:27 Grant & Lorenz on Jeffrey Lacker resignation 4:00 Will Donald Trump seriously consider a return to gold standard? 6:03 Fighting the Fed during a prior peak 14:32 The story of #2 Wall St Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	16 Sep 2024	LONG IN THE TOOTH	00:38:00
With special guest Dave Breazzano, head of credit at Polen Capital.
	01 Jan 2018	Periodical table	00:19:01
Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large. 1:33 What do people want to do with their money? 5:08 1999 and today 8:01 The #bitcoin pitch 12:48 Where is the #value? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	16 Sep 2020	Value investing and jazz	00:29:59
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
	02 Jun 2017	Taxi! Taxi!	00:23:11

	11 Mar 2022	All About Privates	00:34:04
With special guest, Omeed Malik, founder and CEO of Farvahar Partners.
	22 Feb 2019	It’s all relative	00:17:18
Jim and Evan discuss recent happenings, with European credit and banking in focus. 1:32 French 30-year sovereigns offer “solid yields.” 3:40 Deutsche Bank, the big sick puppy 9:19 European banks and the so-called capital relief trade 10:45 Memorializing Dodgers great Don Newcombe 11:51 Amazon.com’s puffer jacket .@DeutscheBank .@Amazon.com Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	11 Jun 2021	Short selling across the pond	00:29:32
With special guest, Matthew Earl, managing partner and founder of ShadowFall Capital & Research.
	06 Apr 2017	Free speech for bears	00:34:17
0:29 Identifying short ideas 7:02 Cohodes on his approach 12:12 stamps.com model 23:23 Cohodes on Bank of the Internet 28:51 What’s going on w/ Canadian housing market? Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	02 Nov 2023	THE WORLD'S RUNNER-UP	00:33:04
With special guest Shehzad Qazi, managing director of China Beige Book International.
	22 Jan 2018	Blockchain, what is it good for?	00:32:20
Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-groundbreaking software for digital assets. 2:07 The case against the #blockchain 4:14 A costless and decentralized form of exchange: #Cash 4:45 #Bitcoin conference doesn’t accept bitcoin 7:17 #Ripple and international payments 12:28 “Here’s your #libertarian paradise, have a nice day” 21:15 It works somewhere else! Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http://www.grantspub.com
	04 May 2017	See here, Ben Bernanke	00:18:22
1:36 New ETF & historically low volatility in markets 5:29 The unseens of the Ben Bernanke recovery 7:40 Lorenz on Swiss National Bank 10:51 What’s going on with Sprint? 14:05 Demand in automobile market Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	15 Oct 2018	Traffic signals	00:23:43
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation. 4:48 The future path of inflation 9:34 Keynes and the 1960’s 12:36 An interest rate surprise? 17:03 Financial repression and conventional indicators Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	29 May 2019	Measuring the Middle Kingdom	00:27:09
Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China. @BaldingsWorld 1:43 Dramatic change in the air. Social credit risk 5:15 Economic growth, real and reported 9:25 “They are shorter on dollar liquidity than most people realize” 15:11 Huawei: What do we make of it? 23:18 Inflation vs. deflation Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	18 Oct 2024	NOT SO GOOD NEWS	00:32:22
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
	23 Jan 2019	The Great Repression	00:24:16
Russell Napier, independent strategist and co-founder of the Electronic Research Interchange, joins the program to discuss the state of financial markets and his thought-provoking recent essay in the Financial Times. 3:18 “There’s a global monetary system?” 6:06 Central bank credit and “the savings glut” 11:28 Treasury yields: The world’s most reflexive asset class 18:35 ”The People’s Bank of China can inflate the whole world” https://www.facebook.com/financialtimes/ https://www.eri-c.com/ https://www.linkedin.com/in/russell-napier-81292846/ https://www.linkedin.com/company/financial-times/ @ERICresearch @FinancialTimes Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	27 Nov 2017	Things you don’t see at bottoms	00:19:09
Special guest Bill Fleckenstein joins the Grant’s team to take inventory of current conditions 1:35 Triple-B-rated #bonds yielding less than zero 5:43 #Bitcoin and the apocalypse 7:28 #Tech, then and now 12:34 #Trump and volatility 15:52 What’s different this time? Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
	13 Aug 2018	Summer Vacation episode	00:15:22
The usual suspects hold forth on a variety of financial topics, while Jim shares some of his favorite current books. 0:55 What’s happening this fall 2:25 #Gold has no friends 5:50 Yield curve: Predictions, theory and history 7:12 Beach reading, Jim Grant style Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	03 Jul 2024	A COMPELLING MODEL	00:39:12
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
	17 Jan 2019	Is the Fed broke?	00:22:52
Alex J. Pollock, distinguished senior fellow at the R Street Institute in Washington and former president of the Federal Home Loan Bank of Chicago, calls in to discuss the state of our central bank’s own finances. @RSI @FHLBC 3:07 Unrealized losses and the printing press 6:27 Treasury issuance and the Fed 9:45 Negative capital. Does it matter? 15:55 Partially paid-in capital; echoes of the banking partnerships of old Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
	20 Apr 2017	How not to get rich	00:13:40
1:53 French Presidential election 4:10 Guide for the buyer of euro-denominated French sovereign credit 8:30 Grant & Lorenz react to NY Fed President remarks on how markets are instruments of policy 10:57 Why are Chinese regulators fearful? Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Améliorez votre compréhension de Grant’s Current Yield Podcast avec My Podcast Data

Chez My Podcast Data, nous nous efforçons de fournir des analyses approfondies et basées sur des données tangibles. Que vous soyez auditeur passionné, créateur de podcast ou un annonceur, les statistiques et analyses détaillées que nous proposons peuvent vous aider à mieux comprendre les performances et les tendances de Grant’s Current Yield Podcast. De la fréquence des épisodes aux liens partagés en passant par la santé des flux RSS, notre objectif est de vous fournir les connaissances dont vous avez besoin pour vous tenir à jour. Explorez plus d'émissions et découvrez les données qui font avancer l'industrie du podcast.

About us Privacy Policy