Mix and match

Mix and match

Author: Grant's Interest Rate Observer September 26, 2018 Duration: 15:16

Jim, Evan and Phil hold forth on the topics of the day.

0:51 Profits and interest rates

7:48 Inflation, the very long view

9:51 Human achievements and #financial cycles

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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
Measuring the Middle Kingdom [not-audio_url] [/not-audio_url]

Duration: 27:09
Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China. @BaldingsWorld 1:43 Dramatic change in the air. Social credit risk 5:15 Economic growth, real and rep…
Double decker [not-audio_url] [/not-audio_url]

Duration: 38:53
A super-sized episode. Jim, Evan and Phil discuss the latest financial happenings. Sabrina Fox, executive advisor of ELFA Investor Group, details the challenges awaiting creditors in Europe's loan and high-yield debt mar…
Distressed address [not-audio_url] [/not-audio_url]

Duration: 27:26
Kent Collier and Sarah Gefter of credit research firm @Reorg call in to discuss the latest happenings in distressed debt. www.reorg.com @DDinvesting 3:51 2007, then and now 7:16 Taking inventory of the cycle 12:51 The J.…
The name's bond [not-audio_url] [/not-audio_url]

Duration: 24:33
Andrew Park, senior editor at S&P Global's LCD unit, joins Grant's to discuss all things credit. 1:35 The current cycle: What's different? 5:45 CDOs in 2008 and CLOs today. Similarities and differences 12:01 Promised acq…
Around the world in 20 minutes [not-audio_url] [/not-audio_url]

Duration: 20:04
George Friedman (@GPFutures), founder and chairman of Geopolitical Futures, calls in to discuss global goings-on and their potential investment implications. Jim identifies a potential long-term inflection point. 1:17 Ge…
Hedging and hedge funds [not-audio_url] [/not-audio_url]

Duration: 22:57
Barclay Leib (@btl0823) founder and principal of Sand Spring Advisors, LLC, comes by the office to discuss asset allocation, forensic accounting and Wall Street history. 1:44 Rules for selecting fund managers 5:40 Where…
Fed ahead [not-audio_url] [/not-audio_url]

Duration: 23:04
Jim, Evan and Phil break down the watershed FOMC meeting this past week. Jim provides his updated reading list. 1:00 A startling announcement 5:15 2003 redux 10:08 E-Z money in the #economy 15:30 "Tools" and "frameworks"…
Investor's Business [not-audio_url] [/not-audio_url]

Duration: 30:57
Michael Schaus, director of market research for Brenton Point Wealth Advisors LLC and Zweig-DiMenna, stops by the office to discuss the current outlook and to remember the great investor Martin Zweig. https://brentonpoin…
Spring training [not-audio_url] [/not-audio_url]

Duration: 23:12
Jim and Evan discuss the latest monetary happenings, the retirement of a Wall Street legend, and a little baseball. 1:17 The Fed's listening tour and William McChesney Martin 8:20 Inflation catch-up 12:45 "A lack of dyna…
It's all relative [not-audio_url] [/not-audio_url]

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…