Growth Market

Growth Market

Author: Grant's Interest Rate Observer December 6, 2019 Duration: 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?

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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
Home Alone [not-audio_url] [/not-audio_url]

Duration: 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 produc…
Winter reading [not-audio_url] [/not-audio_url]

Duration: 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 Arthu…
Around the horn [not-audio_url] [/not-audio_url]

Duration: 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) Sub…
It's a gusher [not-audio_url] [/not-audio_url]

Duration: 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 w…
A short-seller in action [not-audio_url] [/not-audio_url]

Duration: 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 no…
Let the analytics department pitch to Drumbowski [not-audio_url] [/not-audio_url]

Duration: 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 mark…
Time to make the Donuts [not-audio_url] [/not-audio_url]

Duration: 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 "eve…
Goldfinger [not-audio_url] [/not-audio_url]

Duration: 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…
Don't fear the repo [not-audio_url] [/not-audio_url]

Duration: 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 mon…
Two for the price of one [not-audio_url] [/not-audio_url]

Duration: 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…