Grant's Current Yield Podcast
You’ve read their writing. Now hear their voices. Listen to Jim Grant, Evan Lorenz and guests talk high finance, Grant’s-style, with plenty of wit and historical context to enliven the discussion. Welcome to Grant’s radio!
Dress rehearsal
Jim prepares for a presentation with a review of the current state of affairs.
9/26/2020 LISTENValue investing and jazz
With special guest Andrew McDermott, founder and president at Mission Value Partners, LLC
9/16/2020 LISTENVacation delectation
Jim, Evan and Phil offer historical context on the recent gold rally, assess the state of the U.S. economy and identify a potential trouble spot in emerging markets.
8/11/2020 LISTENPrice, behavior and fundamentals: Where the rubber meets the road.
In conversation with special guest Dean Curnutt, founder and CEO at Macro Risk Advisors.
7/29/2020 LISTENInflation station
With special guest Peter Warburton, founder and director of U.K.-based consultancy Economic Perspectives Ltd.
7/14/2020 LISTENProlific and prophetic
With special guest Ed Yardeni, president and eponym of Yardeni Research and author of Fed Watching for Fun & Profit: A Primer for Investors.
6/24/2020 LISTENYield curve, under control?
Jim Bianco, president and eponym of Bianco Research, checks in to talk rates, credit and the Fed’s potential next move.
6/4/2020 LISTENClass is in session
With special guest Bruce Greenwald, academic director of the Heilbrunn Center for Graham and Dodd Investing at Columbia University, adviser at First Eagle Investment Management and former electrical engineer at Bell Labs.
4/29/2020 LISTENThe Grice Man cometh
A lively transatlantic chat with Dylan Grice, co-founder at #Calderwood Capital and author of #PopularDelusions.
4/1/2020 LISTENYour biggest mistake
Last fall, #Verdad Advisors founder and CIO Dan Rasmussen warned the #Grant’s conference audience against an over-reliance on private equity. His remarks follow. @verdadcap
3/14/2020 LISTENPainting A Picture
Wendy Battleson and Giulia Costantini, co-founders at Art Strategy Partners, join this week's episode.
3/3/2020 LISTENThe Empire Strikes Out
E.J. McMahon, an adjunct fellow at the Manhattan Institute and research director of the Empire Center for Public Policy, joins the show to discuss the sorry state of #NewYorkFinances. @EjMEj
2/28/2020 LISTENESG, avert your ears
Charles L. Norton, co-portfolio manager at the Vitium Global Fund, identifies #investment opportunities off the contemporary beaten path.
2/25/2020 LISTENPicks 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...
2/13/2020 LISTENImpossible is extinct
High-yield: record defaults to below average in one year plus what Car company goes to the moon?
2/7/2020 LISTENPublic debt-does it matter?
Diminishing GDP returns, "Tax 2.0" and the "end of cycles." Plus shifting price action and the meaning of September’s repo flare-up.
2/2/2020 LISTENThe gold show
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.
1/22/2020 LISTENQuick Change
Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet.
1/22/2020 LISTEN