Quick Change

Quick Change

Author: Grant's Interest Rate Observer January 22, 2020 Duration: 31:18

Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet.

2:33 Climate primer and the risks of rising C02

7:17 What's different this time?11:50 Assessing potential remedies

18:30 A cook's tour of NIO, Inc.

24:13 Making sense of high short interest

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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: 100

Grant's Current Yield Podcast
Podcast Episodes
OBSCURING THE CYCLE [not-audio_url] [/not-audio_url]

Duration: 46:01
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
A CERTAIN SKEPTICISM [not-audio_url] [/not-audio_url]

Duration: 34:10
With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors.
A PROMISE TO PAY [not-audio_url] [/not-audio_url]

Duration: 43:46
With special guest Michael Haynes, head of private credit at Beach Point Capital Management.
NOTHING NEW UNDER THE SUN [not-audio_url] [/not-audio_url]

Duration: 43:05
With special guest Jamie Sprayregen, vice chairman of Hilco Global.
PRICE AS YOUR GUIDE [not-audio_url] [/not-audio_url]

Duration: 37:44
With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
IN A TROUBLED WAY [not-audio_url] [/not-audio_url]

Duration: 46:46
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
REALLY GOOD BREAKS [not-audio_url] [/not-audio_url]

Duration: 40:53
With special guest David Dredge, CIO and CEO of Convex Strategies.
BUTTONED-UP BORROWERS [not-audio_url] [/not-audio_url]

Duration: 35:51
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
PARALLELS TO HISTORY [not-audio_url] [/not-audio_url]

Duration: 47:28
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
BACK TO THE FUTURE [not-audio_url] [/not-audio_url]

Duration: 38:26
With special guest Steven Bogden, investment and geopolitical strategist.