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

Guest John Kerschner from Janus Henderson Investors discusses CLOs, company financials, market trends, historical theories, and the securitization process of CLOs including risks, performance during crises, and management strategies. The podcast also compares Janus Henderson's CLO ETFs, explores the leverage loan market dynamics, and highlights the advantages of investing in CLOs for diversified portfolios.

The podcast discusses the shift from income streams to asset appreciation, challenges faced by dividend investors, the end of the neoliberal order and Russia's position in the global economy, changing interest rates on asset classes and investments, and explores private equity investments and future market considerations.

Guests discuss how social inflation impacts auto insurance, rising jury awards & settlement amounts, challenges in insuring California and Florida, shifting from weak to strong pricing in the market, and the investment opportunity in insurers like the Hartford.

Podcast explores predicting financial crises and historical perspectives on inflation with special guest Alex J. Pollock. Discussion includes the potential severity of a commercial real estate crisis, challenges for commercial banks, and reflections on past economic crises. The conversation also touches on the guest's achievements and lighthearted anecdotes.