Grant's Current Yield Podcast
Grant's Interest Rate Observer
You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!
Episodes
Mentioned books
Jul 19, 2018 • 13min
Summertime and the living is easy
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
Jul 9, 2018 • 19min
Mix and match
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
Jul 2, 2018 • 21min
Nobody knows nothin'
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
Jun 18, 2018 • 21min
It's a bubble eh?
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
Jun 11, 2018 • 21min
The Tesla episode
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
Jun 4, 2018 • 29min
Read the footnotes
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
May 21, 2018 • 19min
Surf and turf
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
May 14, 2018 • 24min
Loan sharks
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
Apr 23, 2018 • 23min
Theory and common sense
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
Apr 9, 2018 • 23min
Financial fulcrums
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
