Grant’s Current Yield Podcast

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

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

Bob Farrell, longtime Merrill Lynch head of research, celebrated market technician and author of the widely cited 10 Rules for Investors, calls in to share his insights with Grant’s. 2:21 What’s changed, and what’s the same 6:40 “Excesses in one direction lead to excesses in another.”  Does that apply to interest rates? 11:20 Capital allocation strategies in a lower-return environment 16:49 Buy and hold and cyclical fluctuations 20:13 Contrarian ideas right now   Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

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

Michelle Leder, reporter and founder of Footnoted.com, stops by to discuss recent trends in corporate accounting and the regulatory environment. @footnoted  0:55  Accountants: Who needs them? 2:54  “Terms and conditions may apply” 10:48 Corporate shortcuts and the S.E.C. 13:12 The things that corrections correct Click here to read Harvard Business Review article "Why we need to update Financial Reporting for the Digital Era". Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Jonathan Tepper, founder of macro research firm Variant Perception and author of The Myth of Capitalism, calls in to discuss the rise of corporate monopolies and its implications. @jtepper2 1:24 The Myth of Capitalism and Amazon.com, Inc. 6:08 The beer industry, duopolies and innovation 10:14 Low interest rate policy and the rise of #cartels 15:31 The “big pendulum” of anti-trust policy and the FAANGs 20:30 Buybacks and underfunded pensions Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

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

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

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

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