Nobody knows nothin'

Nobody knows nothin'

Author: Grant's Interest Rate Observer July 3, 2018 Duration: 21:02

A Grant's variety pack: Jim, Evan and Phil hold forth on an array of topical financial matters.

1:36 North Korea, AT&T and the future

5:10 A July 4 message from Thomas Jefferson

6:08 Changes in #China

13:55 Corporate buybacks and corporate debt

15:10 Crypto carnage

Subscribe to the Grant's 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
The stuff's really not good for you. [not-audio_url] [/not-audio_url]

Duration: 16:00
Jim, Evan and Phil revisit Grant's 2017 bearish analysis of Facebook, with historical analog. 2:05 "Sell #Coke" 1996 6:06 Paul Fusselll and #human folly 10:41 Where do we stand now? Subscribe to Grant's Podcast on iTunes…
An epic epoch [not-audio_url] [/not-audio_url]

Duration: 18:06
Biff Robillard, president and co-founder of Bannerstone Capital Management, LLC, joins the team to share his insights on the markets and investors' state of mind. 1:40 Major changes are afoot 5:18 Rough road ahead for th…
Brain box [not-audio_url] [/not-audio_url]

Duration: 17:37
Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion. 1:52 Interest #rates, then and now 4:11: "The #bond market has been r…
China doll [not-audio_url] [/not-audio_url]

Duration: 16:23
Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. 1:17 The People's Republic of #Debt 3:17 #Zombie bond market for zombie companies 7:10 ECB scorns #tariffs, buys bonds 13:09 Th…
The rates puzzle [not-audio_url] [/not-audio_url]

Duration: 21:34
Stephen Stanley, chief economist and Xavier Negroni, co-head of the finance desk at Amherst Pierpont Securities, join the Grant's team to try and make sense of the jump in short rates, while speculating on the Fed's next…
Index orphans [not-audio_url] [/not-audio_url]

Duration: 18:12
Jon Boyar, president of Boyar Research, joins the team to discuss opportunities in U.S. equities that are not eligible for the major indices. 1:45 Jon's approach to finding #value 5:40 Patience is a virtue 11:55 Jon's in…
Blockchain, what is it good for? [not-audio_url] [/not-audio_url]

Duration: 32:20
Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-groundbreaking software for digital assets. 2:07 The case against the #bl…
Electric Slide [not-audio_url] [/not-audio_url]

Duration: 17:07
Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short. 2:47 #Tesla, a love affair in reverse 6:40 Opportunities in the nano-cap realm 10:02 Fewer public #compa…
Periodical table [not-audio_url] [/not-audio_url]

Duration: 19:01
Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large. 1:33 What do people want to do with their money? 5:08 1999 and today…
Grant's Holiday Episode [not-audio_url] [/not-audio_url]

Duration: 5:09
Jim wraps up a most unusual 2017 and looks forward to the year to come. Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.gran…