Grant's Current Yield Podcast

PODCAST · business

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!

  1. 209

    OBSCURING THE CYCLE

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

  2. 208

    A CERTAIN SKEPTICISM

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

  3. 207

    A PROMISE TO PAY

    With special guest Michael Haynes, head of private credit at Beach Point Capital Management. 

  4. 206

    NOTHING NEW UNDER THE SUN

    With special guest Jamie Sprayregen, vice chairman of Hilco Global.

  5. 205

    PRICE AS YOUR GUIDE

    With special guest Matthew McLennan, portfolio manager at First Eagle Investments.

  6. 204

    IN A TROUBLED WAY

    With special guest, Seth Weissman, founder and president of Urban Standard Capital. 

  7. 203

    REALLY GOOD BREAKS

    With special guest David Dredge, CIO and CEO of Convex Strategies.

  8. 202

    BUTTONED-UP BORROWERS

    With special guest Keri Findley, founder and CEO of Tacora Capital Management. 

  9. 201

    PARALLELS TO HISTORY

    With special guest Christopher Whalen, chairman of Whalen Global Advisors.

  10. 200

    BACK TO THE FUTURE

    With special guest Steven Bogden, investment and geopolitical strategist. 

  11. 199

    GROWTH AND PROFITABILITY

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

  12. 198

    NOT SO GOOD NEWS

    With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute. 

  13. 197

    LONG IN THE TOOTH

    With special guest Dave Breazzano, head of credit at Polen Capital. 

  14. 196

    THE NEXT MELTDOWN

    With special guest Richard Byrne, president of Benefit Street Partners. 

  15. 195

    INTERNATIONAL VALUE MYSTERIES

    With special guest David Samra, managing director of Artisan Partners. 

  16. 194

    A COMPELLING MODEL

    With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp. 

  17. 193

    UNRECOGNIZED LOSSES

    With special guest Paul Kupiec, senior fellow at the American Enterprise Institute. 

  18. 192

    MANIFESTATION OF EARNINGS

    With special guest Bob Robotti, president and CIO of Robotti & Company Advisors. 

  19. 191

    A MATTER OF PERSPECTIVE

    With special guest Sean Fieler, president and CIO of Equinox Partners. 

  20. 190

    INNER WORKINGS

    Behind the scenes at Grant's with Jim, Evan and Phil.

  21. 189

    OPPORTUNITIES IN COMEUPPANCE

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

  22. 188

    The ABCs of CLOs

    With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.

  23. 187

    THE BUSINESS OF INCOME

    With special guest Daniel Peris of Federated Hermes. 

  24. 186

    INFLATIONARY INSURANCE

    With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management. 

  25. 185

    AROUND THE BEND

    With special guest, Alex J. Pollock, a senior fellow at the Mises Institute. 

  26. 184

    BIG THINGS COME IN SMALL PACKAGES

    With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.

  27. 183

    A CURRENCY AFFAIR

    With special guest Brent Donnelly, president of Spectra Markets.

  28. 182

    MURDER BY HIGHER RATES

    With special guest Jim Bianco, president and macro strategist at Bianco Research. 

  29. 181

    THE WORLD'S RUNNER-UP

    With special guest Shehzad Qazi, managing director of China Beige Book International. 

  30. 180

    DIVING INTO A SCAM

    With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

  31. 179

    ABSOLUTLEY INADMISSIBLE IDEAS

    With special guest Martin Hutchinson, author of The Bear's Lair. 

  32. 178

    DISTRESSED DEBT EXPERTS

    With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners. 

  33. 177

    VALUE RESTORATION PROJECT

    With special guest Seth A. Klarman, CEO of the Baupost Group. 

  34. 176

    NO LEARNING, ONLY CYCLES

    With special guest Douglas J. Lucas, creator of Stories.Finance.

  35. 175

    SOME OF THE OLD TIME RELIGION

    With special guest John D. Spears, Managing Director of Tweedy, Browne. 

  36. 174

    NO EQUITY IN EQUITIES

    With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors. 

  37. 173

    DISPATCHES FROM THE OPPOSITION

    With special guest Dan Rasmussen, founder and CIO of Verdad Advisers. 

  38. 172

    Non-linear returns

    With special guest Harley S. Bassman, managing partner at Simplify Asset Management. 

  39. 171

    SMALL CAP HUNTING

    With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management. 

  40. 170

    VALUE IN THE REVILED

    With special guests Michael and Samuel Ashner of Winthrop Capital Partners. 

  41. 169

    Valuation, Demographics, Urbanization

    With special guest John Haskell, founder and chief investment officer of Atla Capital Management. 

  42. 168

    Market Neutral Returns

    With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management. 

  43. 167

    Value in biotech

    With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management. 

  44. 166

    Destruction of value

    With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon." 

  45. 165

    BEHIND THE SCENES

    Jim, Evan and Phil discuss how an issue of Grant's comes together. 

  46. 164

    Digital Landlords

    With special guest, Adam Simmons, the co-founder and president of Dgtl Infra. 

  47. 163

    The Right Information That Matters

    With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors. 

  48. 162

    ALL THINGS TELECOM

    With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson. 

  49. 161

    The Nature and Essence of Interest

    With special guest, Edward Chancellor, the author of "The Price of Time." 

  50. 160

    Making Markets

    With special guest, Doug Cifu, CEO of Virtu Financial. 

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ABOUT THIS SHOW

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!

HOSTED BY

Grant's Interest Rate Observer

Produced by Grant's Financial Publishing, INc.

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