Grant’s Current Yield Podcast

Guest John Kerschner from Janus Henderson Investors discusses CLOs, company financials, market trends, historical theories, and the securitization process of CLOs including risks, performance during crises, and management strategies. The podcast also compares Janus Henderson's CLO ETFs, explores the leverage loan market dynamics, and highlights the advantages of investing in CLOs for diversified portfolios.

The podcast discusses the shift from income streams to asset appreciation, challenges faced by dividend investors, the end of the neoliberal order and Russia's position in the global economy, changing interest rates on asset classes and investments, and explores private equity investments and future market considerations.

Guests discuss how social inflation impacts auto insurance, rising jury awards & settlement amounts, challenges in insuring California and Florida, shifting from weak to strong pricing in the market, and the investment opportunity in insurers like the Hartford.

Podcast explores predicting financial crises and historical perspectives on inflation with special guest Alex J. Pollock. Discussion includes the potential severity of a commercial real estate crisis, challenges for commercial banks, and reflections on past economic crises. The conversation also touches on the guest's achievements and lighthearted anecdotes.

Mario Cibelli, managing partner at Marathon Partners Equity Management, discusses the negative sentiment towards small caps and the underperformance of small caps in comparison to the S&P 500 and the Russell 2000. The podcast explores the rise of big tech companies, the potential for significant changes in small companies, and the value of investing in companies beyond the index. It also delves into the advantages of active management in small cap investments.

Brent Donnelly, President of Spectra Markets, discusses the dynamics of commodity markets, the debate between hard and soft economic landings, reflections on the pre-recession market, currency trades and performance, and the impact of falling currencies on American travelers.

Jim Bianco, President and macro strategist at Bianco Research, joins the podcast to discuss his bearish outlook on bonds and the threat to interest rate observation. They also explore the rise of private credit as a replacement for traditional bank lending, the potential for a bond bear market, and the global concerns surrounding the US public debt.

In this episode, Shehzad Qazi, Managing Director of China Beige Book International, discusses interesting topics such as the vulnerability of the US dollar, China's stimulus package, unrest and business confidence in China, the state of trans and bankruptcy filings in China, and the uncertainties surrounding Chinese stocks and the market.

Author Zeke Faux discusses the wild rise and fall of cryptocurrency in a scam-filled market. Topics include stock market bubbles, suspicion around Tether, Bitcoin's enduring fascination, NFTs, and owning a digital monkey picture

With special guest Martin Hutchinson, author of The Bear's Lair.