Grant’s Current Yield Podcast

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 #financial cycles Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

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 panic. 1:27 An email from Alan Fournier 7:30 A memorable lunch meeting 12:45 Parallels to the present day 19:10 Refinitiv: The largest leveraged buyout since the #crisis Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets. 2:01 Where’s the value? 6:45 Argentina, bottom up investing under macro duress 10:43 Other opportunities in South #America 15:30 Implications of a bearish reversal in the U.S. Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

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 trapdoor 7:17 Overlooked risks for #corporate creditors 11:16 Triple-B, the frontier of #junk 17:30 Cycles, #fear and overconfidence Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

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 2:25 #Gold has no friends 5:50 Yield curve: Predictions, theory and history 7:12 Beach reading, Jim Grant style Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com  

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 major changes that are coming to the world financial system. 1:32  What’s wrong with #Libor? 8:10 The Secured overnight #financing rate: Is it an improvement? 14:54 A potentially fraught transition from Libor 18:23 The role of #collateral 22:40 Milton Friedman, flexible exchange rates and the #gold standard Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com  

China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion.  0:00 “Maximum” Max #Muncy and value investing 1:53 Cracks in the #China facade 5:19 Debt or equity?  The #Netflix conundrum 11:05 Humphrey Hawkins redux and #crypto invades the CFA Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Jim, Evan and Phil discuss the world’s various points of pressure, and provide a few other trenchant observations. 1:05 The Declaration of Independence gets unfriended by #Facebook 3:52 HNA, #China and the world 7:02 Italy’s populists and the #European Central Bank 11:28 U.S. junk #bond yields on the move Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com  

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 message from Thomas Jefferson 6:08 Changes in #China 13:55 Corporate buybacks and corporate debt 15:10 Crypto carnage Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com    

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 Canadian housing market and the potential consequences of a downturn. 1:42 Housing: Canada’s #economic engine 5:50 Parallels to the U.S. experience 10:00 Mortgage #fraud and bad actors 15:05 What sort of opportunities are available for #investors? Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com