Grant's Current Yield Podcast
Episodes
Home Alone
27 Dec 2019
Contributed by Lukas
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 ...
Winter reading
22 Dec 2019
Contributed by Lukas
@AmitySchlaes, author of "Great Society: A New History," stops by the office to discuss her new book. http://www.amityshlaes.com 2:24 #BrettonWoods an...
Around the horn
15 Dec 2019
Contributed by Lukas
Each analyst identifies a notable recent event. Jim provides a winter reading recommendation. 1:40 Dazed and confused 4:18 Crude oil and the VC mar...
Growth Market
06 Dec 2019
Contributed by Lukas
Don Coxe, chairman at Coxe Advisors LLP and commodity investor par excellence, calls in to discuss the latest in agriculture and its implications. www...
It's a gusher
22 Nov 2019
Contributed by Lukas
Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com 1:10 #Apple worth more than th...
A short-seller in action
16 Nov 2019
Contributed by Lukas
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 bu...
Let the analytics department pitch to Drumbowski
08 Nov 2019
Contributed by Lukas
Jim, Evan and Phil recap highlights from the Grant's 2019 fall conference and discuss a recent sea change in the business environment. 1:49 #Uber, ...
Time to make the Donuts
18 Oct 2019
Contributed by Lukas
Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling...
Goldfinger
11 Oct 2019
Contributed by Lukas
Rick Rule, president and CEO of Sprott U.S.A. Holdings, Inc., calls in to discuss the outlook for precious metals and offer suggestions on the best wa...
Don't fear the repo
03 Oct 2019
Contributed by Lukas
George Selgin, director of the #Cato Institute's center for monetary and financial alternatives, calls in to discuss remarkable recent events in the b...
Two for the price of one
21 Sep 2019
Contributed by Lukas
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, foun...
A conversation with the Dean of High Yield
12 Sep 2019
Contributed by Lukas
Marty Fridson, chief investment officer Lehmann, Livian, Fridson Advisors LLC and "One of Wall Street's most thoughtful and perceptive analysts" a...
He begs to differ
13 Aug 2019
Contributed by Lukas
Tuomas Malinen, PhD (econ.) CEO of GnS Economics Limited and Adjunct Professor of Economics at the University of Helsinki, calls in to express his co...
Jay versus the volcano
04 Aug 2019
Contributed by Lukas
Jim Bianco, president of Bianco Research, calls in to discuss the state of markets and central banking following Wednesday's rate cut. @biancoresearch...
The data couldn't be clearer
14 Jul 2019
Contributed by Lukas
Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and some of o...
Middle Kingdom microscope
05 Jul 2019
Contributed by Lukas
Carl E. Walter, longtime bank executive and coauthor of "Red Capitalism," joins the program to discuss important recent happenings in China. 2:55 Rea...
Freshly seasoned
25 Jun 2019
Contributed by Lukas
Dan Fuss, vice chairman of Loomis, Sayles & Company and fixed income investor extraordinaire, calls in to discuss the state of markets in 2019. @Loomi...
Research Triangle
21 Jun 2019
Contributed by Lukas
Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world. 3:47 "The...
Into the plumbing
11 Jun 2019
Contributed by Lukas
Jeff Snider (@JeffSnider_AIP), head of global research of Alhambra Investments, calls in to discuss the workings of the modern financial system, and t...
Spring chickens
05 Jun 2019
Contributed by Lukas
Jim, Evan and Phil assess the state of play in high-yield credit, macroprudential regulation and an instructive recent op-ed in @WSJ. 1:40 #Trump and ...
Measuring the Middle Kingdom
29 May 2019
Contributed by Lukas
Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China. @BaldingsWorld 1:43 Dramatic ch...
Double decker
23 May 2019
Contributed by Lukas
A super-sized episode. Jim, Evan and Phil discuss the latest financial happenings. Sabrina Fox, executive advisor of ELFA Investor Group, details ...
Distressed address
13 May 2019
Contributed by Lukas
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...
The name's bond
08 May 2019
Contributed by Lukas
Andrew Park, senior editor at S&P Global's LCD unit, joins Grant's to discuss all things credit. 1:35 The current cycle: What's different? 5:45 CDOs...
Around the world in 20 minutes
30 Apr 2019
Contributed by Lukas
George Friedman (@GPFutures), founder and chairman of Geopolitical Futures, calls in to discuss global goings-on and their potential investment implic...
Hedging and hedge funds
08 Apr 2019
Contributed by Lukas
Barclay Leib (@btl0823) founder and principal of Sand Spring Advisors, LLC, comes by the office to discuss asset allocation, forensic accounting and W...
Fed ahead
24 Mar 2019
Contributed by Lukas
Jim, Evan and Phil break down the watershed FOMC meeting this past week. Jim provides his updated reading list. 1:00 A startling announcement 5:15 ...
Investor's Business
12 Mar 2019
Contributed by Lukas
Michael Schaus, director of market research for Brenton Point Wealth Advisors LLC and Zweig-DiMenna, stops by the office to discuss the current outloo...
Spring training
05 Mar 2019
Contributed by Lukas
Jim and Evan discuss the latest monetary happenings, the retirement of a Wall Street legend, and a little baseball. 1:17 The Fed's listening tour an...
It's all relative
22 Feb 2019
Contributed by Lukas
Jim and Evan discuss recent happenings, with European credit and banking in focus. 1:32 French 30-year sovereigns offer "solid yields." 3:40 Deutsch...
Take 5
17 Feb 2019
Contributed by Lukas
As Japan marks 20 years of ultra-low rates, Jim and Phil take a look at monetary policies around the world. Jim shares his current reading list. 1:...
Bullion base
02 Feb 2019
Contributed by Lukas
Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern admin...
The Great Repression
23 Jan 2019
Contributed by Lukas
Russell Napier, independent strategist and co-founder of the Electronic Research Interchange, joins the program to discuss the state of financial ma...
Is the Fed broke?
17 Jan 2019
Contributed by Lukas
Alex J. Pollock, distinguished senior fellow at the R Street Institute in Washington and former president of the Federal Home Loan Bank of Chicago, c...
Winter warm up
12 Jan 2019
Contributed by Lukas
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 @McDo...
By the bushel
07 Dec 2018
Contributed by Lukas
Keith Bronstein, commodities guru and president of TradeLink Holdings, LLC, calls in to discuss futures, interest rates and his latest big idea. 2:1...
Bull markets are more fun than bear markets
20 Nov 2018
Contributed by Lukas
Bob Farrell, longtime Merrill Lynch head of research, celebrated market technician and author of the widely cited 10 Rules for Investors, calls in to ...
Curated content
13 Nov 2018
Contributed by Lukas
Wendy Battleson, co-founder and principal of Art Strategy Partners, shares her expertise on the state of the market and its connection with other asse...
Read the fine print
05 Nov 2018
Contributed by Lukas
Michelle Leder, reporter and founder of Footnoted.com, stops by to discuss recent trends in corporate accounting and the regulatory environment. @foot...
Monopoly money
31 Oct 2018
Contributed by Lukas
Jonathan Tepper, founder of macro research firm Variant Perception and author of The Myth of Capitalism, calls in to discuss the rise of corporate mon...
Tomorrow's sales today
29 Oct 2018
Contributed by Lukas
Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fe...
The other side of the boat
22 Oct 2018
Contributed by Lukas
Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant's to talk markets, volatility and anticipating the future. @Dcur...
Traffic signals
15 Oct 2018
Contributed by Lukas
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest r...
Kevin Warsh, former Federal Reserve governor.
09 Oct 2018
Contributed by Lukas
Kevin Warsh, former Federal Reserve governor and distinguished fellow at the Hoover Institution, pays Grant's a visit to discuss the state of the worl...
Mix and match
26 Sep 2018
Contributed by Lukas
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...
The path to a crisis
14 Sep 2018
Contributed by Lukas
Dan Gertner, Grant's alum in the run-up to and the midst of the 2008 crucible, comes back into the fold to review those years of excess and subsequent...
Emerging value
07 Sep 2018
Contributed by Lukas
John Haskell, head of research at Explorador Capital Management, joins Grant's to assess opportunities in the particularly beaten down realm of emergi...
Current yield
31 Aug 2018
Contributed by Lukas
Tony Canale, global head of research at Covenant Review, joins Grant's to discuss what's new in credit. 1:25 New laws in #Delaware and the J. Crew tra...
Summer Vacation episode
13 Aug 2018
Contributed by Lukas
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...
The battle of the interest rates
30 Jul 2018
Contributed by Lukas
Richard Sandor, chairman and CEO of the American Financial Exchange and the Father of Financial Futures, joins Grant's to help us make sense of the ma...
Summertime and the living is easy
19 Jul 2018
Contributed by Lukas
China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 0...
Mix and match
09 Jul 2018
Contributed by Lukas
Jim, Evan and Phil discuss the world's various points of pressure, and provide a few other trenchant observations. 1:05 The Declaration of Independenc...
Nobody knows nothin'
02 Jul 2018
Contributed by Lukas
A Grant's variety pack: Jim, Evan and Phil hold forth on an array of topical financial matters. 1:36 North Korea, AT&T and the future 5:10 A July 4 me...
It's a bubble eh?
18 Jun 2018
Contributed by Lukas
Seth Daniels, founding partner of JKD Capital, LLC, and Ben Rabidoux, president of North Cove Advisors, join Grant's for a thorough analysis of the Ca...
The Tesla episode
11 Jun 2018
Contributed by Lukas
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 "s...
Read the footnotes
04 Jun 2018
Contributed by Lukas
Francine McKenna, (@retheauditors) transparency reporter at MarketWatch, joins the regular cast of characters to discuss auditing and accounting tre...
Surf and turf
21 May 2018
Contributed by Lukas
Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their...
Loan sharks
14 May 2018
Contributed by Lukas
Adam Cohen, founder of Covenant Review, joins Grant's for an insightful overview of our loosey-goosey credit market. 1:20 "Read the footnotes," then a...
Theory and common sense
23 Apr 2018
Contributed by Lukas
Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters for a lively di...
Financial fulcrums
09 Apr 2018
Contributed by Lukas
Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more. 1:00 Where are #rates going? 5:51 The #Fed and the...
Free money is the enemy of free markets
02 Apr 2018
Contributed by Lukas
David Stockman, director of the Office of Management of Budget under President Reagan and master of mazy budgetary arithmetic, joins Jim and Evan fo...
The stuff's really not good for you.
28 Mar 2018
Contributed by Lukas
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 fol...
An epic epoch
26 Mar 2018
Contributed by Lukas
Biff Robillard, president and co-founder of Bannerstone Capital Management, LLC, joins the team to share his insights on the markets and investors' st...
Brain box
19 Mar 2018
Contributed by Lukas
Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion...
China doll
12 Mar 2018
Contributed by Lukas
Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. 1:17 The People's Republic of #Debt 3:17 #Zombie bond mar...
The rates puzzle
05 Mar 2018
Contributed by Lukas
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...
Index orphans
05 Feb 2018
Contributed by Lukas
Jon Boyar, president of Boyar Research, joins the team to discuss opportunities in U.S. equities that are not eligible for the major indices. 1:45 J...
Blockchain, what is it good for?
22 Jan 2018
Contributed by Lukas
Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-gro...
Electric Slide
16 Jan 2018
Contributed by Lukas
Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short. 2:47 #Tesla, a love affair in reve...
Periodical table
01 Jan 2018
Contributed by Lukas
Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large...
Grant's Holiday Episode
25 Dec 2017
Contributed by Lukas
Jim wraps up a most unusual 2017 and looks forward to the year to come. Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play...
Realty Show
20 Dec 2017
Contributed by Lukas
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...
Is China a Ponzi scheme?
11 Dec 2017
Contributed by Lukas
Grant's welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question. 0:40 The #Steinhoff Sa...
Value Hunt
06 Dec 2017
Contributed by Lukas
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: C...
Things you don't see at bottoms
27 Nov 2017
Contributed by Lukas
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...
The tick-tock of time
22 Nov 2017
Contributed by Lukas
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...
Buying low and selling high: A How-to
10 Nov 2017
Contributed by Lukas
Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks. 1:54 Paul's #bit...
The stability paradox
30 Oct 2017
Contributed by Lukas
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 an...
Financial revelations of the day
18 Oct 2017
Contributed by Lukas
Jim, Evan and Phil take inventory of notable topics and unusual occurrences around the world. 2:50 Blackrock and Vanguard assets approach #China GDP 5...
Hamburger Helper
11 Oct 2017
Contributed by Lukas
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 0:53 Employm...
Resources roundtable
02 Oct 2017
Contributed by Lukas
Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg 0:48 President #Trump vs Candidate Trump 4...
The world is linked through arbitrage
27 Sep 2017
Contributed by Lukas
Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe 0:37 European #highyield or Treasurys, take yo...
20-20 Vison
18 Sep 2017
Contributed by Lukas
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 Limit...
Empty seats at the Fed -- and empty data from Facebook
11 Sep 2017
Contributed by Lukas
Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network. 1:10 President #Trump and Cen...
Summer cleaning
21 Aug 2017
Contributed by Lukas
Grant's vacation episode.
Alpine slide
14 Aug 2017
Contributed by Lukas
Jim and Evan break down the latest from the Swiss National Bank, along with the #Tesla bond offering, #cryptocurrencies and much more. Click here to v...
Texas teatime
08 Aug 2017
Contributed by Lukas
1:23 #Bitcoin spinoff 4:19 #FANG short interest evaporates 5:35 Long distance #rate hike odds 8:32 Global #art sales collapsing 9:45 The travails of #...
Summer breeze
31 Jul 2017
Contributed by Lukas
1:10 #Whirlpool earnings recap 4:10 #QQQ price/earnings methodology 11:15 ETF-ation 13:06 Sponsored by somewhat 15:30 False precision in #government...
Episode 21 - An invigorating interview with Trey Reik
24 Jul 2017
Contributed by Lukas
Articles mentioned in this #Podcast: Sprott Asset Management July 2017 Strategy Report 2:10 Similarities between #cryptocurrencies and #gold 5:42 Whic...
Hits and misses
14 Jul 2017
Contributed by Lukas
Articles mentioned in this #Podcast: Now comes 'deconvergence' Inside ACE Securities' HEL Trust, Series 2005-HE5 Introducing the Grant's Supermodel Cr...
The least self-aware people on earth
10 Jul 2017
Contributed by Lukas
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 1...
Big, dumb Japanese banks
30 Jun 2017
Contributed by Lukas
:07 Intro 1:16 Japanese banks and their #dollars 5:55 TCW's Tad Rivelle channels David Stockman 8:14 Janet #Yellen isn't worried 11:30 "The way forwar...
Hear, hear Jim Bianco
26 Jun 2017
Contributed by Lukas
2:25: Everything in #Illinois is going broke 6:07: Flattening yield curve, this time is different? 9:15: #Fed vs bond market 12:42 Charles Ev...
Rate hikes past, present and future
19 Jun 2017
Contributed by Lukas
1:31 The #Fed is determined to hike #rates 5:28 Record private business #debt 8:17 Tightening cycles can have outsized consequences 9:00 The #German g...
Taxi! Taxi!
02 Jun 2017
Contributed by Lukas
The biggest pyramid scheme the world has yet seen
26 May 2017
Contributed by Lukas
Best statesman, worst investor
18 May 2017
Contributed by Lukas
Vol' is the only asset class
15 May 2017
Contributed by Lukas
The costs of tranquility
12 May 2017
Contributed by Lukas
See here, Ben Bernanke
04 May 2017
Contributed by Lukas
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 go...