Grant's Current Yield Podcast
Episodes
OBSCURING THE CYCLE
10 Nov 2025
Contributed by Lukas
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
A CERTAIN SKEPTICISM
09 Jul 2025
Contributed by Lukas
With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors.
A PROMISE TO PAY
26 Jun 2025
Contributed by Lukas
With special guest Michael Haynes, head of private credit at Beach Point Capital Management.
NOTHING NEW UNDER THE SUN
04 Jun 2025
Contributed by Lukas
With special guest Jamie Sprayregen, vice chairman of Hilco Global.
PRICE AS YOUR GUIDE
25 Apr 2025
Contributed by Lukas
With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
IN A TROUBLED WAY
24 Mar 2025
Contributed by Lukas
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
REALLY GOOD BREAKS
14 Mar 2025
Contributed by Lukas
With special guest David Dredge, CIO and CEO of Convex Strategies.
BUTTONED-UP BORROWERS
11 Feb 2025
Contributed by Lukas
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
PARALLELS TO HISTORY
23 Jan 2025
Contributed by Lukas
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
BACK TO THE FUTURE
11 Dec 2024
Contributed by Lukas
With special guest Steven Bogden, investment and geopolitical strategist.
GROWTH AND PROFITABILITY
20 Nov 2024
Contributed by Lukas
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
NOT SO GOOD NEWS
18 Oct 2024
Contributed by Lukas
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
LONG IN THE TOOTH
16 Sep 2024
Contributed by Lukas
With special guest Dave Breazzano, head of credit at Polen Capital.
THE NEXT MELTDOWN
06 Aug 2024
Contributed by Lukas
With special guest Richard Byrne, president of Benefit Street Partners.
INTERNATIONAL VALUE MYSTERIES
10 Jul 2024
Contributed by Lukas
With special guest David Samra, managing director of Artisan Partners.
A COMPELLING MODEL
03 Jul 2024
Contributed by Lukas
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
UNRECOGNIZED LOSSES
26 Jun 2024
Contributed by Lukas
With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.
MANIFESTATION OF EARNINGS
12 Jun 2024
Contributed by Lukas
With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.
A MATTER OF PERSPECTIVE
17 May 2024
Contributed by Lukas
With special guest Sean Fieler, president and CIO of Equinox Partners.
INNER WORKINGS
08 May 2024
Contributed by Lukas
Behind the scenes at Grant's with Jim, Evan and Phil.
OPPORTUNITIES IN COMEUPPANCE
29 Apr 2024
Contributed by Lukas
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
The ABCs of CLOs
03 Apr 2024
Contributed by Lukas
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
THE BUSINESS OF INCOME
20 Mar 2024
Contributed by Lukas
With special guest Daniel Peris of Federated Hermes.
INFLATIONARY INSURANCE
08 Mar 2024
Contributed by Lukas
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
AROUND THE BEND
22 Feb 2024
Contributed by Lukas
With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
BIG THINGS COME IN SMALL PACKAGES
20 Dec 2023
Contributed by Lukas
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
A CURRENCY AFFAIR
14 Dec 2023
Contributed by Lukas
With special guest Brent Donnelly, president of Spectra Markets.
MURDER BY HIGHER RATES
01 Dec 2023
Contributed by Lukas
With special guest Jim Bianco, president and macro strategist at Bianco Research.
THE WORLD'S RUNNER-UP
02 Nov 2023
Contributed by Lukas
With special guest Shehzad Qazi, managing director of China Beige Book International.
DIVING INTO A SCAM
20 Sep 2023
Contributed by Lukas
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."
ABSOLUTLEY INADMISSIBLE IDEAS
02 Aug 2023
Contributed by Lukas
With special guest Martin Hutchinson, author of The Bear's Lair.
DISTRESSED DEBT EXPERTS
19 Jul 2023
Contributed by Lukas
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
VALUE RESTORATION PROJECT
12 Jul 2023
Contributed by Lukas
With special guest Seth A. Klarman, CEO of the Baupost Group.
NO LEARNING, ONLY CYCLES
06 Jul 2023
Contributed by Lukas
With special guest Douglas J. Lucas, creator of Stories.Finance.
SOME OF THE OLD TIME RELIGION
22 Jun 2023
Contributed by Lukas
With special guest John D. Spears, Managing Director of Tweedy, Browne.
NO EQUITY IN EQUITIES
06 Jun 2023
Contributed by Lukas
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
DISPATCHES FROM THE OPPOSITION
25 May 2023
Contributed by Lukas
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
Non-linear returns
28 Apr 2023
Contributed by Lukas
With special guest Harley S. Bassman, managing partner at Simplify Asset Management.
SMALL CAP HUNTING
13 Apr 2023
Contributed by Lukas
With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
VALUE IN THE REVILED
29 Mar 2023
Contributed by Lukas
With special guests Michael and Samuel Ashner of Winthrop Capital Partners.
Valuation, Demographics, Urbanization
15 Mar 2023
Contributed by Lukas
With special guest John Haskell, founder and chief investment officer of Atla Capital Management.
Market Neutral Returns
28 Feb 2023
Contributed by Lukas
With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.
Value in biotech
07 Feb 2023
Contributed by Lukas
With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.
Destruction of value
19 Jan 2023
Contributed by Lukas
With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."
BEHIND THE SCENES
04 Nov 2022
Contributed by Lukas
Jim, Evan and Phil discuss how an issue of Grant's comes together.
Digital Landlords
23 Sep 2022
Contributed by Lukas
With special guest, Adam Simmons, the co-founder and president of Dgtl Infra.
The Right Information That Matters
09 Sep 2022
Contributed by Lukas
With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors.
ALL THINGS TELECOM
03 Aug 2022
Contributed by Lukas
With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.
The Nature and Essence of Interest
30 Jun 2022
Contributed by Lukas
With special guest, Edward Chancellor, the author of "The Price of Time."
Making Markets
13 Jun 2022
Contributed by Lukas
With special guest, Doug Cifu, CEO of Virtu Financial.
Inflation!
20 May 2022
Contributed by Lukas
With special guest, Steve Forbes, the chairman and editor-in-chief of Forbes Media.
Real Estate 360
20 Apr 2022
Contributed by Lukas
In conversation with Jonathan Litt, founder and CIO of Land & Buildings.
The 70% Club
15 Apr 2022
Contributed by Lukas
With special guest, Martin Hale, technology reinvention specialist and founder of Hale Capital Partners.
A King's Empire
30 Mar 2022
Contributed by Lukas
With special guest, Mary Childs, the author of "The Bond King: How One Man Made a Market, Built an Empire, and Lost It All."
Opportunities in commodities
18 Mar 2022
Contributed by Lukas
In conversation with Leigh Goehring and Adam Rozencwajg of Goehring & Rozencwajg Associates.
All About Privates
11 Mar 2022
Contributed by Lukas
With special guest, Omeed Malik, founder and CEO of Farvahar Partners.
The Restaurant Economy
08 Mar 2022
Contributed by Lukas
In conversation with John Hamburger, founder and president of Franchise Times Corp.
Exciting times in global macro
01 Mar 2022
Contributed by Lukas
With special guest, Octavio Costa, portfolio manager at Crescat Capital.
Meme stock mania
22 Feb 2022
Contributed by Lukas
In conversation with Spencer Jakab, the award-winning investing columnist and author of "The Revolution That Wasn't."
Unauthorized thinking
09 Feb 2022
Contributed by Lukas
In conversation with the leading green chicken, Doomberg.
Breaking the American economy
17 Jan 2022
Contributed by Lukas
With special guest, Chris Leonard, author of "The Lords of Easy Money."
Beneath the surface
10 Dec 2021
Contributed by Lukas
Special guest Dean Curnutt, founder and CEO of Macro Risk Advisors, joins this week's episode.
The insider's guide to operations
23 Nov 2021
Contributed by Lukas
With special guest, Scott Matthews, vice president of global operations at Hygiena, Inc.
When everything's absurd
29 Sep 2021
Contributed by Lukas
In conversation with, the comedian, Remy Munasifi.
The great startup delusion
05 Aug 2021
Contributed by Lukas
With special guest, Eliot Brown, co-author or "The Cult of We."
Short selling across the pond
11 Jun 2021
Contributed by Lukas
With special guest, Matthew Earl, managing partner and founder of ShadowFall Capital & Research.
A place for bonds?
02 Jun 2021
Contributed by Lukas
In conversation with Peter Chiappinelli of GMO's asset allocation team.
Asymmetric returns in crypto
23 Apr 2021
Contributed by Lukas
In conversation with Paul Brodsky, managing partner at PostModern Partners.
Engine of Inequality
09 Apr 2021
Contributed by Lukas
With special guest, Karen Petrou, co-founder and managing partner at Federal Financial Analytics.
Tech phoenixes
15 Mar 2021
Contributed by Lukas
In conversation with Martin Hale, Jr., CEO and portfolio manager at Hale Capital Partners.
Real Estate after COVID
11 Mar 2021
Contributed by Lukas
With special guest, Michael Knott, head of U.S. REIT research at Green Street.
Deeper into the numbers
23 Feb 2021
Contributed by Lukas
With special guests, Tom Beevers and Jules Hull of StockViews.
All about SPACs
16 Feb 2021
Contributed by Lukas
In conversation with Julian Klymochko, founder and chief investment officer at Accelerate Financial Technologies.
Read the footnotes
07 Jan 2021
Contributed by Lukas
With special guest, Anthony Canale, global head of research at Covenant Review.
Real estate roundtable
12 Nov 2020
Contributed by Lukas
https://www.linkedin.com/company/urban-standard-capital/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant...
ESG 101
02 Nov 2020
Contributed by Lukas
@MassifCap https://www.linkedin.com/company/massif-capital Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Gra...
Inflation protection that wins.
16 Oct 2020
Contributed by Lukas
https://www.linkedin.com/in/nancyquadratic/ https://quadraticllc.com Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscr...
Down South
14 Oct 2020
Contributed by Lukas
https://www.linkedin.com/in/john-haskell-092a118/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www...
As the world turns
06 Oct 2020
Contributed by Lukas
@businesscycle https://www.linkedin.com/in/lakshmanachuthan/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to G...
Dress rehearsal
26 Sep 2020
Contributed by Lukas
@GuggenheimPtnrs Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for...
Value investing and jazz
16 Sep 2020
Contributed by Lukas
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Vacation delectation
11 Aug 2020
Contributed by Lukas
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Price, behavior and fundamentals: Where the rubber meets the road.
29 Jul 2020
Contributed by Lukas
https://www.linkedin.com/in/dean-curnutt-4060157/ @Dcurnutt Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Gr...
Inflation station
14 Jul 2020
Contributed by Lukas
Prolific and prophetic
24 Jun 2020
Contributed by Lukas
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Yield curve, under control?
04 Jun 2020
Contributed by Lukas
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Bond fun
27 May 2020
Contributed by Lukas
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Class is in session
29 Apr 2020
Contributed by Lukas
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Love and youth and spring
17 Apr 2020
Contributed by Lukas
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The Grice Man cometh
01 Apr 2020
Contributed by Lukas
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What now?
27 Mar 2020
Contributed by Lukas
Your biggest mistake
14 Mar 2020
Contributed by Lukas
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Painting A Picture
03 Mar 2020
Contributed by Lukas
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The Empire Strikes Out
28 Feb 2020
Contributed by Lukas
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ESG, avert your ears
25 Feb 2020
Contributed by Lukas
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Picks and pans in biotech
13 Feb 2020
Contributed by Lukas
Joe Lawler, M.D., Ph.D. and fund manager, joins this week's program. On the agenda: #Coronavirus and its potential impact, navigating the "haves and t...
Impossible is extinct
07 Feb 2020
Contributed by Lukas
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Public debt-does it matter?
02 Feb 2020
Contributed by Lukas
Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www...
Quick Change
22 Jan 2020
Contributed by Lukas
Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet. 2:33 Climate primer and the risks o...
The gold show
22 Jan 2020
Contributed by Lukas
Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money o...