Grant's Current Yield Podcast – Détails, épisodes et analyse

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Grant's Current Yield Podcast

Grant's Current Yield Podcast

Grant's Interest Rate Observer

Business & Entrepreneuriat
Actualités

Fréquence : 1 épisode/15j. Total Éps: 209

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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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Score global : 32%


Historique des publications

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Derniers épisodes publiés

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OBSCURING THE CYCLE

lundi 10 novembre 2025Durée 46:01

With special guest Dan Zwirn, CEO and CIO of Arena Investors. 

A CERTAIN SKEPTICISM

mercredi 9 juillet 2025Durée 34:10

With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors. 

GROWTH AND PROFITABILITY

mercredi 20 novembre 2024Durée 31:45

With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management. 

Home Alone

vendredi 27 décembre 2019Durée 24:12

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 iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

Winter reading

dimanche 22 décembre 2019Durée 29:39

@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 iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

 

Around the horn

dimanche 15 décembre 2019Durée 21:23

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 iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com.    

Growth Market

vendredi 6 décembre 2019Durée 25:41

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 iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

It's a gusher

vendredi 22 novembre 2019Durée 27:48

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 iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

A short-seller in action

samedi 16 novembre 2019Durée 47:33

In October 2017, Marc Cohodes unveiled a new idea to the Grant's conference crowd. @AlderLaneeggs   His remarks follow. 3:20 Free speech - for the bulls 18:58 Taking things personally 28:45 A common theme 35:12 "This is not a game"   Subscribe to Grant's Podcast on iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

Let the analytics department pitch to Drumbowski

vendredi 8 novembre 2019Durée 22:02

Jim, Evan and Phil recap highlights from the Grant's 2019 fall conference and discuss a recent sea change in the business environment.   1:49 #Uber, #Grubhub and business model limitations 6:20 Private equity's smooth marks 10:45 Fair and foul, and foul fair 14:12 World Series postmortem 18:50 Balance sheet ignition   Subscribe to Grant's Podcast on iTunesStitcheriHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com

 


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