Free speech for bears

Free speech for bears

Author: Grant's Interest Rate Observer April 6, 2017 Duration: 34:17

0:29 Identifying short ideas

7:02 Cohodes on his approach

12:12 stamps.com model

23:23 Cohodes on Bank of the Internet

28:51 What's going on w/ Canadian housing market?

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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
Take 5 [not-audio_url] [/not-audio_url]

Duration: 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 G…
Bullion base [not-audio_url] [/not-audio_url]

Duration: 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…
The Great Repression [not-audio_url] [/not-audio_url]

Duration: 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. 3:1…
Is the Fed broke? [not-audio_url] [/not-audio_url]

Duration: 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 @…
Winter warm up [not-audio_url] [/not-audio_url]

Duration: 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…
By the bushel [not-audio_url] [/not-audio_url]

Duration: 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…
Bull markets are more fun than bear markets [not-audio_url] [/not-audio_url]

Duration: 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 s…
Curated content [not-audio_url] [/not-audio_url]

Duration: 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…
Read the fine print [not-audio_url] [/not-audio_url]

Duration: 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…
Monopoly money [not-audio_url] [/not-audio_url]

Duration: 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 1:24 The Myth of Capitalism an…