Grant’s Current Yield Podcast

Grant's vacation episode.

Jim and Evan break down the latest from the Swiss National Bank, along with the #Tesla bond offering, #cryptocurrencies and much more. Click here to view the article discussed in this Podcast; Sell Coke 0:55 - Swiss National Bank 3:55 - Central Banks 6:05 - Corporate Bonds 7:23 - #Tesla 8:32 - Restaurant Jobs Growth 12:03 - Long Term Trends 14:19 - "Sell Coke" 18:34 - Bonds 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

1:23 #Bitcoin spinoff 4:19 #FANG short interest evaporates 5:35 Long distance #rate hike odds 8:32 Global #art sales collapsing 9:45 The travails of #BlueApron and others 12:06 Conversation with Shad Rowe Subscribe to Grant’s Podcast on iTunes, Stitcher and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

1:10 #Whirlpool earnings recap 4:10 #QQQ price/earnings methodology 11:15  ETF-ation 13:06 Sponsored by somewhat 15:30 False precision in #government statistics 17:24 Initial Coin Offerings #cryptocurrencies Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Articles mentioned in this #Podcast: Sprott Asset Management July 2017 Strategy Report 2:10 Similarities between #cryptocurrencies and #gold 5:42 Which cryptocurrencies will survive and prosper 10:10 How can gold reassert itself? 16:06 Are digital coins #securities? 20:24 #Blockchain in the mutual fund business 24:30 Grant’s AMA: Jim’s P.A. holdings Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Articles mentioned in this #Podcast: Now comes ‘deconvergence’ Inside ACE Securities’ HEL Trust, Series 2005-HE5 Introducing the Grant’s Supermodel Credit Portfolio 2:52 Grant’s 1987 bearish call on #Japan 4:40 Sell common stocks, said #Grant’s in 1995 7:55 #AEM encounters the Wolverine 13:02 #Greece de-converges 15:00 2006 delusions 19:06 Grant’s #supermodel portfolio, December 2008 Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

1:38 #Rates so high you can observe them   3:14 #Fed minutes recap   7:14 No such thing as a #wealth effect   10:14 #Inflation is too damn low   14:46 Excess capacity in the #restaurant industry    18:36 constant renewal of radical monetary policy  Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

:07 Intro 1:16 Japanese banks and their #dollars 5:55 TCW's Tad Rivelle channels David Stockman 8:14 Janet #Yellen isn't worried 11:30 "The way forward is clear." Is that so? 14:02 #Kraft Heinz CEO responds to critics  Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

2:25:  Everything in #Illinois is going broke 6:07:  Flattening yield curve, this time is different? 9:15:  #Fed vs bond market 12:42 Charles Evans discovers #Amazon 16:20 We need #inflation? 19:00 Which way interest rates 21:45 Fundamentals in the #energy market Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com 

1:31 The #Fed is determined to hike #rates 5:28 Record private business #debt 8:17 Tightening cycles can have outsized consequences 9:00 The #German grocers are coming 11:30 #Fairway’s dead-wood expansion 13:00 #China’s curious #Anbang Insurance Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com