Grant’s Current Yield Podcast

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

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 “supernova” third quarter in the works? 3:54 The basic #bear case 7:49 #Model 3 reservation holders: What now? 13:26 The lawyers circle 16:14 Montana’s overall #investment approach Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Francine McKenna, (@retheauditors)  transparency reporter at MarketWatch, joins the regular cast of characters to discuss auditing and accounting trends, and their crucial role for investors. 4:07 What do investors get wrong about #financial statements? 8:41 Auditors do not draft financials 13:49 Are certain #law firms more likely to push the envelope? 19:48 Do auditors have a fiduciary duty to #investors? Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com

Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud. 2:09 How do managers contend with increasing industry consolidation? 8:51 “A time of #disruption”, while barriers to entry rise 12:04 Summertime for corporate #fraud Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com

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 and now 8:41 Where is the danger for lenders? 13:54 Potential consequences of widespread cov-lite Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com    

Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters  for a lively discussion of modern portfolio theory and its limitations. 2:50 What is a stock, a portfolio, the #market? 6:20 The theory is now #reality 11:05 #Risk, asymmetry and indexing 14:33 Profit and the cost of #capital Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com

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 Heisenberg principle 11:07 Potential consequences of a decade of interest rate #price control 15:10 The significance of a three percent 10-year #yield Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com http://www.grantspub.com

David Stockman, director of the Office of Management of Budget under President Reagan and mas­ter of mazy budgetary arithmetic, joins Jim and Evan for a scintillating discussion of fiscal and monetary matters. 0:00 The #Simpsons foreshadowing 3:20 Deficits and #debt monetization. What’s the harm? 9:01 Requiem for a #bond bull market 15:30 Sell what the #central banks are selling Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com