Grant’s Current Yield Podcast

Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG

Joe Lawler, M.D., Ph.D. and fund manager, joins this week’s program. On the agenda: #Coronavirus and its potential impact, navigating the “haves and the have-nots.” Is this a golden age in drug discovery? Index investors: the parasites of #WallStreet, and, the scourge of “data curation.” Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG

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

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

Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet. 2:33 Climate primer and the risks of rising C02 7:17 What’s different this time?11:50 Assessing potential remedies 18:30 A cook’s tour of NIO, Inc. 24:13 Making sense of high short interest 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

Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings. 4:22 Institutional distrust means opportunity 11:34 Deflation and the U.S. dollar 18:14 The miners: a dismal past but a better future? 25:09 Gold and crypto, monetary cousins 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 Grant delivers a holiday message and review of 2019 financial events.   1:15 The state of the world as 2020 looms.   7:45 All things cyclical   11:30 The repo hiccup and unscripted events.   17:15 UST margin demand: a product of unnaturally-low rates?   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

@AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book. http://www.amityshlaes.com 2:24 #BrettonWoods and the “bonanza” 8:50 Michael Harrington goes to Washington  13:10 Arthur Burns: A Greek tragedy 19:45 Presidential pressure on the Fed, then and now 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  

Each analyst identifies a notable recent event. Jim provides a winter reading recommendation.   1:40 Dazed and confused 4:18 Crude oil and the VC market 10:24 Jim reviews “#1931” by #TobiasStraumann (shorturl.at/ioJS0)   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.

Don Coxe, chairman at Coxe Advisors LLP and commodity investor par excellence, calls in to discuss the latest in agriculture and its implications. www.coxeadvisors.net/ 1:31 A contrarian look at the climate 8:38 An opportunity in natural gas? 14:07 The Maunder Minimum 17:20 A new commodity boom:  Wither inflation? 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