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Grant’s Current Yield Podcast

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!

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It's a gusher

Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com   1:10 #Apple worth more than the entire energy sector   4:19 What’s happening with shale?   12:21 Tier-one wells on the wane   18:43 Bargains abound in energy   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

27mins

22 Nov 2019

Rank #1

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Your biggest mistake

Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG

32mins

14 Mar 2020

Rank #2

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Theory and common sense

Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters  for a lively discussion of modern portfolio theory and its limitations. 2:50 What is a stock, a portfolio, the #market? 6:20 The theory is now #reality 11:05 #Risk, asymmetry and indexing 14:33 Profit and the cost of #capital Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com

22mins

23 Apr 2018

Rank #3

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Credit, cars trouble

0:24 Inside the latest edition of Grant's 2:10 Lorenz on auto-lending 5:27 Warren Buffett & leveraged transactions in restaurant stocks 8:45 What is secular stagnation? Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

12mins

22 Feb 2017

Rank #4

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Winter reading

@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

29mins

22 Dec 2019

Rank #5

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Financial fulcrums

Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more. 1:00 Where are #rates going? 5:51 The #Fed and the Heisenberg principle 11:07 Potential consequences of a decade of interest rate #price control 15:10 The significance of a three percent 10-year #yield 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 http://www.grantspub.com

23mins

9 Apr 2018

Rank #6

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A short history of excess

1:27 Grant & Lorenz on Jeffrey Lacker resignation 4:00 Will Donald Trump seriously consider a return to gold standard? 6:03 Fighting the Fed during a prior peak 14:32 The story of #2 Wall St Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

16mins

6 Apr 2017

Rank #7

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Electric Slide

Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short. 2:47 #Tesla, a love affair in reverse 6:40 Opportunities in the nano-cap realm 10:02 Fewer public #companies. Less value? 12:13 Mark’s thoughts on agricultural #commodities 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

17mins

16 Jan 2018

Rank #8

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All together now

1:57 What will the Federal Reserve do & potential implications 4:25 Lorenz on the bull & bear cases for oil 9:36 The inflation rate you haven’t heard of Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

15mins

8 Mar 2017

Rank #9

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The Great Repression

Russell Napier, independent strategist  and co-founder of the Electronic Research Interchange, joins the program to discuss the state of financial markets and his thought-provoking recent essay in the Financial Times.  3:18 “There’s a global monetary system?” 6:06  Central bank credit and “the savings glut” 11:28 Treasury yields: The world’s most reflexive asset class 18:35 ”The People’s Bank of China can inflate the whole world” https://www.facebook.com/financialtimes/ https://www.eri-c.com/ https://www.linkedin.com/in/russell-napier-81292846/ https://www.linkedin.com/company/financial-times/ @ERICresearch @FinancialTimes Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com    

24mins

23 Jan 2019

Rank #10

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Mix and match

Jim, Evan and Phil hold forth on the topics of the day. 0:51 Profits and interest rates 7:48 Inflation, the very long view 9:51 Human achievements and #financial cycles Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

15mins

26 Sep 2018

Rank #11

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The battle of the interest rates

Richard Sandor, chairman and CEO of the American Financial Exchange and the Father of Financial Futures, joins Grant’s to help us make sense of the major changes that are coming to the world financial system. 1:32  What’s wrong with #Libor? 8:10 The Secured overnight #financing rate: Is it an improvement? 14:54 A potentially fraught transition from Libor 18:23 The role of #collateral 22:40 Milton Friedman, flexible exchange rates and the #gold standard Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

26mins

30 Jul 2018

Rank #12

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Picks and pans in biotech

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

19mins

13 Feb 2020

Rank #13

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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

22mins

11 Dec 2017

Rank #14

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Bullion base

Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern administrative state.   4:17 The "menacing" language of compliance 9:30 #Gold, negative-yielding bonds and safety 16:53 Jim's reading list   .@S_Mikhailovich www.bullionreserve.com Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com    

27mins

2 Feb 2019

Rank #15

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Is the Fed broke?

Alex J. Pollock, distinguished senior fellow at the R Street Institute in Washington and former president of the Federal Home Loan Bank of Chicago, calls in to discuss the state of our central bank’s own finances. @RSI @FHLBC 3:07 Unrealized losses and the printing press 6:27 Treasury issuance and the Fed 9:45 Negative capital.  Does it matter? 15:55 Partially paid-in capital;  echoes of the banking partnerships of old Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com    

22mins

17 Jan 2019

Rank #16

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Fed ahead

Jim, Evan and Phil break down the watershed FOMC meeting this past week. Jim provides his updated reading list.   1:00 A startling announcement 5:15 2003 redux 10:08 E-Z money in the #economy 15:30 “Tools” and “frameworks” and “challenges”   .@federalreserve Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com  

23mins

24 Mar 2019

Rank #17

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Alpine slide

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

20mins

14 Aug 2017

Rank #18

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Periodical table

Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large.  1:33 What do people want to do with their money? 5:08 1999 and today 8:01 The #bitcoin pitch 12:48 Where is the #value? 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

19mins

1 Jan 2018

Rank #19

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The biggest pyramid scheme the world has yet seen

28mins

26 May 2017

Rank #20