Grant’s Current Yield Podcast

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, shares his expertise on business cycles and inflation forecasting. He dives into historical inflation trends, emphasizing lessons from past decades. The discussion navigates through the complexities of current economic indicators, labor shortages, and the impact of post-COVID spending. Achuthan also sheds light on the evolution of inflation gauges and the challenges policymakers face in a K-shaped economy, linking historical movements to today's inflationary pressures.

Dave Breazzano, head of credit at Polen Capital, shares invaluable insights into the current credit cycle and its implications for lending practices amid rising defaults. He delves into investment strategies tailored for complex markets, emphasizing credit quality and sector diversification. The discussion also covers the booming private credit space and its impact on the financial landscape. Breazzano highlights challenges investment managers face and teases an upcoming conference, inviting listeners to engage in essential financial topics.

Richard Byrne, the president of Benefit Street Partners, dives into the current financial landscape marked by rising interest rates and market volatility. He discusses the unsettling impact of the political climate on investor sentiment, especially regarding small-cap stocks. Byrne reveals insights on credit cycles, emphasizing how past crises shape today's vulnerabilities. He also addresses the turbulence in commercial real estate, highlighting falling property values and looming debt maturities, while identifying potential investment opportunities amid uncertainty.

Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.

Shaun Usmar, CEO of Triple Flag, discusses the challenges of Fiat currency, Triple Flag's business model in the mining sector, successes and risks in royalty and streaming, investing in the South African mining industry, and the significance of gold as a monetary asset.

With special guest Paul Kupiec, senior fellow at the American Enterprise Institute. 

Bob Robotti discusses America's financial performance, S&P cyclically adjusted PE ratio, tech stock dominance, impact of human emotions on market evaluation, global investment opportunities in renewable energy, North American natural gas resources, challenges in economic forecasting, and importance of strategic stock selection.

Sean Fieler, President and CIO of Equinox Partners, discusses navigating investment strategies, market evolutions, investing in West Africa and diverse sectors, emerging markets in Asia and West Africa, election parallels, economic strategies, and exploring private equity's implications on markets.

Behind the scenes at Grant's with Jim, Evan and Phil.

Dan Zwirn, CEO of Arena Investors, discusses credit markets, special situations, and the 'everything bubble'. Topics include strategies for private equity sponsored companies, hedging against inflation, risks of financial bubbles in various sectors, and economic contradictions