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
Jun 30, 2017 • 17min
Big, dumb Japanese banks
: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
Jun 26, 2017 • 25min
Hear, hear Jim Bianco
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
Jun 19, 2017 • 16min
Rate hikes past, present and future
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
Jun 2, 2017 • 23min
Taxi! Taxi!
May 26, 2017 • 29min
The biggest pyramid scheme the world has yet seen
May 18, 2017 • 18min
Best statesman, worst investor
May 15, 2017 • 32min
Vol’ is the only asset class
May 12, 2017 • 31min
The costs of tranquility
May 4, 2017 • 18min
See here, Ben Bernanke
1:36 New ETF & historically low volatility in markets 5:29 The unseens of the Ben Bernanke recovery 7:40 Lorenz on Swiss National Bank 10:51 What’s going on with Sprint? 14:05 Demand in automobile market Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
Apr 24, 2017 • 27min
Capital controls in your future?
3:50 Why Singapore government debt is the best long idea 6:56 Are there any strong currencies? 9:33 Death of mercantilism 12:45 Napier on populism & the American Constitution 15:48 Where to buy stocks 19:30 Bullish on bonds 24:12 If Adam Smith were here... Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com
