Explore every episode of the podcast Grant's Current Yield Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| OBSCURING THE CYCLE | 10 Nov 2025 | 00:46:01 | |
With special guest Dan Zwirn, CEO and CIO of Arena Investors. | |||
| A CERTAIN SKEPTICISM | 09 Jul 2025 | 00:34:10 | |
With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors. | |||
| GROWTH AND PROFITABILITY | 20 Nov 2024 | 00:31:45 | |
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management. | |||
| Home Alone | 27 Dec 2019 | 00:24:12 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com | |||
| Winter reading | 22 Dec 2019 | 00:29:39 | |
@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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com
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| Around the horn | 15 Dec 2019 | 00:21:23 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com. | |||
| Growth Market | 06 Dec 2019 | 00:25:41 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com | |||
| It's a gusher | 22 Nov 2019 | 00:27:48 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com | |||
| A short-seller in action | 16 Nov 2019 | 00:47:33 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com | |||
| Let the analytics department pitch to Drumbowski | 08 Nov 2019 | 00:22:02 | |
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 iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com
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| Time to make the Donuts | 18 Oct 2019 | 00:26:37 | |
Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side. 0:55 Positioning in an "everything bubble" 6:15 WeWork and trouble in tier-one real estate 11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming? 17:30 Opportunities and risks in the energy patch 20:20 Uber, unicorns and free money 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 | |||
| Goldfinger | 11 Oct 2019 | 00:27:41 | |
Rick Rule, president and CEO of Sprott U.S.A. Holdings, Inc., calls in to discuss the outlook for precious metals and offer suggestions on the best ways to invest. http://www.sprottusa.com @RealRickRule 1:26 A word from Lord Liverpool 5:30 Rick's view of cryptocurrencies 10:57 How to buy gold? 14:30 The outlook for mining shares 20:48 "I just believe it goes higher" 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't fear the repo | 03 Oct 2019 | 00:25:24 | |
George Selgin, director of the #Cato Institute's center for monetary and financial alternatives, calls in to discuss remarkable recent events in the banking system and the potential implications. @GeorgeSelgin 1:21 A money market which fails to clear 5:45 Interest on excess reserves: Unintended consequences 11:24 Too much collateral = too much debt? 15:50 More QE on the way 20:10 Fixes to fixes to fixes 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 | |||
| NOT SO GOOD NEWS | 18 Oct 2024 | 00:32:22 | |
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute. | |||
| Two for the price of one | 21 Sep 2019 | 00:30:21 | |
Bianco Research president and eponym Jim Bianco calls in to help us make sense of last week's chaos in short term lending rates. Jonathan Tepper, founding partner at Variant Perception, assesses the commercial landscape and identifies potentially attractive opportunities. @biancoresearch @jtepper2 @VrntPerception 8:15 Why didn't the banks arbitrage those high rates? 13:50 Excess reserves and post-crisis regulation 19:00 Corporate competition on the wane 24:20 Europe set for a rebound? 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 | |||
| A conversation with the Dean of High Yield | 12 Sep 2019 | 00:33:42 | |
Marty Fridson, chief investment officer Lehmann, Livian, Fridson Advisors LLC and "One of Wall Street's most thoughtful and perceptive analysts" according to the New York Times, stops by to discuss all things credit. 2:54 What's new in high-yield and leveraged loans 7:30 Marty's preferred income-generating assets 13:00 A garden-variety recession: Enough to spur widespread defaults? 19:24 Price controls, central planning and central banking 24:03 Can negative-yielding issuers default? 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 | |||
| He begs to differ | 13 Aug 2019 | 00:22:00 | |
Tuomas Malinen, PhD (econ.) CEO of GnS Economics Limited and Adjunct Professor of Economics at the University of Helsinki, calls in to express his concerns with modern theory and practice. 2:00 Applying scientific principals to economics 6:24 Groupthink in action 13:10 Central banks and intellectual dissent 15:20 MMT: the endgame 17:32 Investment implications 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 | |||
| Jay versus the volcano | 04 Aug 2019 | 00:27:57 | |
Jim Bianco, president of Bianco Research, calls in to discuss the state of markets and central banking following Wednesday's rate cut. @biancoresearch https://www.linkedin.com/in/james-bianco-117619152/ 2:25 Press conference post-mortem 8:01 Inverted yield curve: predictor of recession, or cause? 14:10 Negative rates on the way for the U.S.? 21:41 Jim's interview at the Fed 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 | |||
| The data couldn't be clearer | 14 Jul 2019 | 00:23:31 | |
Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and some of our favorite profitless unicorns. @hedgeyelndstrls https://www.linkedin.com/in/jay-v-6740985/ 2:10 Decelerating growth and replacement demand 5:13 Jay's preferred metrics 11:07 Why don't Uber and Lyft make money? 15:38 Down on the farm 18:26 Jay's favorite ideas 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 | |||
| Middle Kingdom microscope | 05 Jul 2019 | 00:29:58 | |
Carl E. Walter, longtime bank executive and coauthor of "Red Capitalism," joins the program to discuss important recent happenings in China. 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 | |||
| Freshly seasoned | 25 Jun 2019 | 00:29:48 | |
Dan Fuss, vice chairman of Loomis, Sayles & Company and fixed income investor extraordinaire, calls in to discuss the state of markets in 2019. @LoomisSayles www.loomissayles.com https://www.linkedin.com/company/loomis-sayles-&-company/ https://www.facebook.com/pages/Loomis-Sayles/309712695756188 1:36 A rate-hike shock collar 8:12 Negative rates and the nature of safety 17:07 The 1984 bear market retest: Symmetry? 22:44 The "flow of funds phenomenon" 27:00 Dan's positioning 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 | |||
| Research Triangle | 21 Jun 2019 | 00:29:48 | |
Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world. 3:47 "There's no such thing as a bargain in the absence of fear" 8:53 Shiller P/E and central banks 13:06 Bubbles in a negative-rate era 20:13 Deficit spending: Does it matter? 24:36 The nature of indexation 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 | |||
| Into the plumbing | 11 Jun 2019 | 00:23:49 | |
Jeff Snider (@JeffSnider_AIP), head of global research of Alhambra Investments, calls in to discuss the workings of the modern financial system, and to offer his views on the best ways for investors to position themselves. 8:20 "There's something wrong here" 14:55 Paul Volker and the bond bear market. A mirror to today? 18:02 Contrarianism and consensus 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 | |||
| Spring chickens | 05 Jun 2019 | 00:22:32 | |
Jim, Evan and Phil assess the state of play in high-yield credit, macroprudential regulation and an instructive recent op-ed in @WSJ. 1:40 #Trump and the USS John McCain 5:24 Do businesses need a rate cut? 10:26 An Aiful-ly low yield 16:16 Alternatives to raising 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 | |||
| LONG IN THE TOOTH | 16 Sep 2024 | 00:38:00 | |
With special guest Dave Breazzano, head of credit at Polen Capital. | |||
| Measuring the Middle Kingdom | 29 May 2019 | 00:27:09 | |
Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China. 1:43 Dramatic change in the air. Social credit risk 5:15 Economic growth, real and reported 9:25 "They are shorter on dollar liquidity than most people realize" 15:11 Huawei: What do we make of it? 23:18 Inflation vs. deflation 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 | |||
| Double decker | 23 May 2019 | 00:38:53 | |
A super-sized episode. Jim, Evan and Phil discuss the latest financial happenings. Sabrina Fox, executive advisor of ELFA Investor Group, details the challenges awaiting creditors in Europe's loan and high-yield debt markets. @freewheelingfox https://www.linkedin.com/in/sabrina-fox-45b29b7b/ https://elfainvestors.com/ 1:12 Unicorns: Where's the beef? 11:06 This Compass points away from the profits 15:38 European credit, a bird's-eye view 23:02 Covenant erosion on either side of the Atlantic 29:33 Information asymmetry and liquidity in the secondary market 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 | |||
| Distressed address | 13 May 2019 | 00:27:26 | |
Kent Collier and Sarah Gefter of credit research firm @Reorg call in to discuss the latest happenings in distressed debt. @DDinvesting 3:51 2007, then and now 7:16 Taking inventory of the cycle 12:51 The J. Crew "trapdoor." Innovation or gimmick? 18:02 Deteriorating accounting standards 20:38 Issues that might ring the bell 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 | |||
| The name's bond | 08 May 2019 | 00:24:33 | |
Andrew Park, senior editor at S&P Global's LCD unit, joins Grant's to discuss all things credit. 1:35 The current cycle: What's different? 5:45 CDOs in 2008 and CLOs today. Similarities and differences 12:01 Promised acquisition strategies: Dreams don't always come true 15:55 Credit managers need new supply, and borrowers happy to oblige https://www.linkedin.com/in/andrew-park-1b87642/ https://twitter.com/apark_ 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
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| Around the world in 20 minutes | 30 Apr 2019 | 00:20:04 | |
George Friedman (@GPFutures), founder and chairman of Geopolitical Futures, calls in to discuss global goings-on and their potential investment implications. Jim identifies a potential long-term inflection point. https://www.linkedin.com/in/georgefriedmangpf/ https://www.facebook.com/GeorgeFriedmanGPF/ Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Hedging and hedge funds | 08 Apr 2019 | 00:22:57 | |
Barclay Leib (@btl0823) founder and principal of Sand Spring Advisors, LLC, comes by the office to discuss asset allocation, forensic accounting and Wall Street history.
5:40 Where does "edge" come from? 8:18 Fun and games in fund returns 12:17 The famous Hunt brothers trade 18:30 Unfavorable prices? Regulate them away Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Fed ahead | 24 Mar 2019 | 00:23:04 | |
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 | |||
| Investor's Business | 12 Mar 2019 | 00:30:57 | |
Michael Schaus, director of market research for Brenton Point Wealth Advisors LLC and Zweig-DiMenna, stops by the office to discuss the current outlook and to remember the great investor Martin Zweig. https://brentonpoint.com/ 6:40 Negative interest rates, back in vogue 12:39 Market cap to GDP: An useful indicator? 20:50 Weighing stock picking vs. macro Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Spring training | 05 Mar 2019 | 00:23:12 | |
Jim and Evan discuss the latest monetary happenings, the retirement of a Wall Street legend, and a little baseball. 1:17 The Fed's listening tour and William McChesney Martin 8:20 Inflation catch-up 12:45 "A lack of dynamism" 13:00 Bill Gross and the Bank of Japan .@federalreserve .@bank_of_japan_e Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| It's all relative | 22 Feb 2019 | 00:17:18 | |
Jim and Evan discuss recent happenings, with European credit and banking in focus. 1:32 French 30-year sovereigns offer "solid yields." 3:40 Deutsche Bank, the big sick puppy 9:19 European banks and the so-called capital relief trade 10:45 Memorializing Dodgers great Don Newcombe 11:51 Amazon.com's puffer jacket .@Amazon.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 | |||
| THE NEXT MELTDOWN | 06 Aug 2024 | 00:29:11 | |
With special guest Richard Byrne, president of Benefit Street Partners. | |||
| Take 5 | 17 Feb 2019 | 00:22:43 | |
As Japan marks 20 years of ultra-low rates, Jim and Phil take a look at monetary policies around the world. Jim shares his current reading list. 1:47 How long's secular? 3:50 Negative interest rates: a compendium 10:36 Grant's book club 14:57 The Fed's solvency, or lack thereof Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Bullion base | 02 Feb 2019 | 00:27:56 | |
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 | |||
| The Great Repression | 23 Jan 2019 | 00:24:16 | |
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/ @ERICresearch Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Is the Fed broke? | 17 Jan 2019 | 00:22:52 | |
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 | |||
| Winter warm up | 12 Jan 2019 | 00:20:16 | |
The usual suspects discuss an array of financial happenings, while Jim recaps a recent Grant's field trip. 1:20 Economists and diversity 7:31 @McDonalds franchisees; they ain't lovin' it 10:51 Buffalo bash 16:17 New year, new ideas? Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| By the bushel | 07 Dec 2018 | 00:29:02 | |
Keith Bronstein, commodities guru and president of TradeLink Holdings, LLC, calls in to discuss futures, interest rates and his latest big idea. 2:12 An opportunity in #eurodollar futures? 9:50 No-bid futures and modern finance 13:25 "Instability isn't considered instability when prices rise" 20:01 Assessing the #Fed's next moves Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Bull markets are more fun than bear markets | 20 Nov 2018 | 00:27:59 | |
Bob Farrell, longtime Merrill Lynch head of research, celebrated market technician and author of the widely cited 10 Rules for Investors, calls in to share his insights with Grant's. 2:21 What's changed, and what's the same 6:40 "Excesses in one direction lead to excesses in another." Does that apply to interest rates? 11:20 Capital allocation strategies in a lower-return environment 16:49 Buy and hold and cyclical fluctuations 20:13 Contrarian ideas right now
Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Curated content | 13 Nov 2018 | 00:25:42 | |
Wendy Battleson, co-founder and principal of Art Strategy Partners, shares her expertise on the state of the market and its connection with other asset prices 1:48 Banksy's self-destruct button 6:10 Guaranteed bids – for a fee 11:21 Inflation in Warhol's 17:16 The art market; an extension of Wall Street? Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Read the fine print | 05 Nov 2018 | 00:19:18 | |
Michelle Leder, reporter and founder of Footnoted.com, stops by to discuss recent trends in corporate accounting and the regulatory environment. @footnoted 0:55 Accountants: Who needs them? 2:54 "Terms and conditions may apply" 10:48 Corporate shortcuts and the S.E.C. 13:12 The things that corrections correct Click here to read Harvard Business Review article "Why we need to update Financial Reporting for the Digital Era". Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Monopoly money | 31 Oct 2018 | 00:24:27 | |
Jonathan Tepper, founder of macro research firm Variant Perception and author of The Myth of Capitalism, calls in to discuss the rise of corporate monopolies and its implications. @jtepper2
6:08 The beer industry, duopolies and innovation 10:14 Low interest rate policy and the rise of #cartels 15:31 The "big pendulum" of anti-trust policy and the FAANGs 20:30 Buybacks and underfunded pensions Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| INTERNATIONAL VALUE MYSTERIES | 10 Jul 2024 | 00:35:15 | |
With special guest David Samra, managing director of Artisan Partners. | |||
| Tomorrow's sales today | 29 Oct 2018 | 00:26:27 | |
Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fed. @rcwhalen 1:22 The banks, as safe as a house? 6:51 A tightening Fed and profits 10:55 Rising credit costs coming down the pike 6:48 Leveraged loans, then and now 20:04 Goodbye, wealth effect Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| The other side of the boat | 22 Oct 2018 | 00:25:34 | |
Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant's to talk markets, volatility and anticipating the future. @Dcurnutt 1:42 Today and 2017, have things changed? 5:52 #Gold, the anti-S&P 11:23 Risk parity and trend followers: The next step 19:50 Opportunities in cyclical #stocks Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||
| Traffic signals | 15 Oct 2018 | 00:23:43 | |
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation. 4:48 The future path of inflation 9:34 Keynes and the 1960's 12:36 An interest rate surprise? 17:03 Financial repression and conventional indicators Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com | |||