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
Dec 25, 2017 • 5min
Grant's Holiday Episode
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
Dec 20, 2017 • 24min
Realty Show
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
Dec 11, 2017 • 23min
Is China a Ponzi scheme?
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
Dec 6, 2017 • 17min
Value Hunt
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
Nov 27, 2017 • 19min
Things you don't see at bottoms
Special guest Bill Fleckenstein joins the Grant's team to take inventory of current conditions 1:35 Triple-B-rated #bonds yielding less than zero 5:43 #Bitcoin and the apocalypse 7:28 #Tech, then and now 12:34 #Trump and volatility 15:52 What's different this time? 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
Nov 22, 2017 • 14min
The tick-tock of time
A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition 1:53 #GE in 1990 7:50 Mortgage #bonds in 2006 11:52 Valeant #Pharmaceuticals in 2014 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
Nov 10, 2017 • 26min
Buying low and selling high: A How-to
Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks. 1:54 Paul's #bitcoin trading strategy 7:40 Value in #Japan 12:30 Other periods of technological #disruption 14:45 Is #Exxon vulnerable to a market downturn? 17:14 Strategies for an expensive market 20:37 Paul's favorite #stocks in the U.S. 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
Oct 30, 2017 • 18min
The stability paradox
Jim, Evan and Phil hold forth on noteworthy sightings in credit, while Jim challenges a core premise of modern central banking. 0:43 #ECB taper announcement 2:36 Taylor Rule funds rate and the flattening yield curve 5:05 The search for "stability" 8:35 Kobe Steel bondholder surprise 9:55 10-year yield at a key level 12:14 The last great #bond bear. In like a lamb… 14:01 "Unprecedented in degree, persistence and circumstance" 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
Oct 18, 2017 • 20min
Financial revelations of the day
Jim, Evan and Phil take inventory of notable topics and unusual occurrences around the world. 2:50 Blackrock and Vanguard assets approach #China GDP 5:59 Indexation, or unmanaged #money? 7:13 Magically shape-shifting earnings at #GE 10:30 Market Makers: New kids on the block 12:43 1987 stock market #crash turns 30 17:47 #Treasury curve pancakes 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
Oct 11, 2017 • 18min
Hamburger Helper
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 0:53 Employment trends and #business activity 2:42 Low rates begets overcapacity 6:28 Risks for franchisees 8:10 Who owns the #real estate? 11:45 Global synchronized recovery and record #credit creation 14:20 Timeless cyclical psychology 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
