Grant’s Current Yield Podcast

Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. 1:17 The People's Republic of #Debt 3:17 #Zombie bond market for zombie companies 7:10 ECB scorns #tariffs, buys bonds  13:09 The perils of #social media 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

Stephen Stanley, chief economist and Xavier Negroni, co-head of the finance desk at Amherst Pierpont Securities, join the Grant’s team to try and make sense of the jump in short rates, while speculating on the Fed’s next move. 2:17 The mighty #dollar is getting no respect 6:48 The Feds Powell debuts in front of #congress  8:30 What are #credit spreads telling us? 11:15 "#Investors have lots of choices" 17:00 Stephen forecasts the 2018 #rate hike regime 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

Jon Boyar, president of Boyar Research, joins the team to discuss opportunities in U.S. equities that are not eligible for the major indices. 1:45  Jon’s approach to finding #value 5:40 Patience is a virtue 11:55  Jon’s investment process and a few of his favorite #stocks Subscribe to Grant's Podcast on iTunes & Stitcher.  Grant's Interest Rate Observer is available at http://www.grantspub.com

Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-groundbreaking software for digital assets.  2:07 The case against the #blockchain 4:14 A costless and decentralized form of exchange: #Cash 4:45 #Bitcoin conference doesn’t accept bitcoin 7:17 #Ripple and international payments 12:28 “Here’s your #libertarian paradise, have a nice day” 21:15 It works somewhere else! Subscribe to Grant's Podcast on iTunes & Stitcher.  Grant's Interest Rate Observer is available at http://www.grantspub.com

Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short. 2:47 #Tesla, a love affair in reverse 6:40 Opportunities in the nano-cap realm 10:02 Fewer public #companies. Less value? 12:13 Mark’s thoughts on agricultural #commodities 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

Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large.  1:33 What do people want to do with their money? 5:08 1999 and today 8:01 The #bitcoin pitch 12:48 Where is the #value? 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

Jim wraps up a most unusual 2017 and looks forward to the year to come. 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

Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land. 1:18 Does the "everything bubble" include RE? 4:44 Breaking down the #Westfield acquisition 13:02 Cheap financing in #Europe and international arbitrage 16:24 "What would #Buffett buy?" CapEx creates mispricings 21:21 Current attractive opportunities 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

Grant’s welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question. 0:40 The #Steinhoff Saga 6:47 Is #China set up for near term financial calamity? 9:12 Debt service rising faster than #GDP 13:13 We owe it to ourselves 17:30 Economic rebound ahead of the #19th Party Congress 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

JHL Capital Group chief investment officer James Litinsky joins Grant’s to share his views on opportunities and risks around the world. 0:56 #India: Country of the future? 4:50 Current opportunities after a strong #rally 8:18 How to play late cycle in the #U.S. 10:47 The most vulnerable financial #assets 14:34 How much #cash to hold? 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