A CERTAIN SKEPTICISM

A CERTAIN SKEPTICISM

Author: Grant's Interest Rate Observer July 9, 2025 Duration: 34:10

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


For those who follow the markets through the lens of Grant's Current Yield Podcast, the written word from Grant's Interest Rate Observer is just the beginning. Hosts Jim Grant and Evan Lorenz bring that distinctive, analytical voice directly into your ears, transforming their celebrated prose into engaging conversation. This isn't a typical business podcast filled with frantic predictions; it's a measured, thoughtful exploration of high finance where every current event is examined through a deep well of historical context. The discussion naturally revolves around the most pressing investment topics of the day, but it's delivered with a characteristic wit and intellectual curiosity that makes complex subjects accessible. You'll hear the same rigorous analysis that defines their publication, but with the added dimension of spontaneous dialogue and nuanced debate. Tuning in feels like gaining access to a private conversation between two deeply knowledgeable observers who aren't afraid to challenge conventional wisdom. The result is a consistently enlightening audio experience that complements their written work, offering listeners a richer understanding of the forces shaping interest rates, currencies, and the global economy. Each episode of this podcast provides a unique auditory layer to their insights, making the world of finance not just intelligible, but genuinely compelling.
Author: Language: English Episodes: 209

Grant's Current Yield Podcast
Podcast Episodes
The world is linked through arbitrage [not-audio_url] [/not-audio_url]

Duration: 14:06
Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe 0:37 European #highyield or Treasurys, take your pick 3:44 Homeowners in #China taking a shine to mortgage debt 7:13 Se…
20-20 Vison [not-audio_url] [/not-audio_url]

Duration: 18:07
A common theme connecting some of today's most popular investments: a very, very long time horizon 1:30 #Austria floats a 100-year bond 3:24 Limited supply of #bitcoin? 4:24 #Tesla promises one million cars per year 7:30…
Empty seats at the Fed -- and empty data from Facebook [not-audio_url] [/not-audio_url]

Duration: 18:31
Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network. 1:10 President #Trump and Central Bankers 5:23 It's hard to make predictions, especially about the…
Summer cleaning [not-audio_url] [/not-audio_url]

Duration: 3:53
Grant's vacation episode.
Alpine slide [not-audio_url] [/not-audio_url]

Duration: 20:47
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 Nati…
Texas teatime [not-audio_url] [/not-audio_url]

Duration: 23:02
1:23 #Bitcoin spinoff 4:19 #FANG short interest evaporates 5:35 Long distance #rate hike odds 8:32 Global #art sales collapsing 9:45 The travails of #BlueApron and others 12:06 Conversation with Shad Rowe Subscribe to Gr…
Summer breeze [not-audio_url] [/not-audio_url]

Duration: 19:27
1:10 #Whirlpool earnings recap 4:10 #QQQ price/earnings methodology 11:15 ETF-ation 13:06 Sponsored by somewhat 15:30 False precision in #government statistics 17:24 Initial Coin Offerings #cryptocurrencies Subscribe to…
Episode 21 - An invigorating interview with Trey Reik [not-audio_url] [/not-audio_url]

Duration: 32:04
Articles mentioned in this #Podcast: Sprott Asset Management July 2017 Strategy Report 2:10 Similarities between #cryptocurrencies and #gold 5:42 Which cryptocurrencies will survive and prosper 10:10 How can gold reasser…
Hits and misses [not-audio_url] [/not-audio_url]

Duration: 23:07
Articles mentioned in this #Podcast: Now comes 'deconvergence' Inside ACE Securities' HEL Trust, Series 2005-HE5 Introducing the Grant's Supermodel Credit Portfolio 2:52 Grant's 1987 bearish call on #Japan 4:40 Sell comm…
The least self-aware people on earth [not-audio_url] [/not-audio_url]

Duration: 25:23
1:38 #Rates so high you can observe them 3:14 #Fed minutes recap 7:14 No such thing as a #wealth effect 10:14 #Inflation is too damn low 14:46 Excess capacity in the #restaurant industry 18:36 constant renewal of radical…