It's all relative

It's all relative

Author: Grant's Interest Rate Observer February 22, 2019 Duration: 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

.@DeutscheBank

.@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


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
OPPORTUNITIES IN COMEUPPANCE [not-audio_url] [/not-audio_url]

Duration: 27:36
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
The ABCs of CLOs [not-audio_url] [/not-audio_url]

Duration: 30:44
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
THE BUSINESS OF INCOME [not-audio_url] [/not-audio_url]

Duration: 29:47
With special guest Daniel Peris of Federated Hermes.
INFLATIONARY INSURANCE [not-audio_url] [/not-audio_url]

Duration: 32:49
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
AROUND THE BEND [not-audio_url] [/not-audio_url]

Duration: 36:10
With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
BIG THINGS COME IN SMALL PACKAGES [not-audio_url] [/not-audio_url]

Duration: 36:22
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
A CURRENCY AFFAIR [not-audio_url] [/not-audio_url]

Duration: 38:08
With special guest Brent Donnelly, president of Spectra Markets.
MURDER BY HIGHER RATES [not-audio_url] [/not-audio_url]

Duration: 40:46
With special guest Jim Bianco, president and macro strategist at Bianco Research.
THE WORLD'S RUNNER-UP [not-audio_url] [/not-audio_url]

Duration: 33:04
With special guest Shehzad Qazi, managing director of China Beige Book International.
DIVING INTO A SCAM [not-audio_url] [/not-audio_url]

Duration: 43:06
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."