REALLY GOOD BREAKS

REALLY GOOD BREAKS

Author: Grant's Interest Rate Observer March 14, 2025 Duration: 40:53

With special guest David Dredge, CIO and CEO of Convex Strategies.


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
Beneath the surface [not-audio_url] [/not-audio_url]

Duration: 31:50
Special guest Dean Curnutt, founder and CEO of Macro Risk Advisors, joins this week's episode.
The insider's guide to operations [not-audio_url] [/not-audio_url]

Duration: 23:03
With special guest, Scott Matthews, vice president of global operations at Hygiena, Inc.
When everything's absurd [not-audio_url] [/not-audio_url]

Duration: 37:45
In conversation with, the comedian, Remy Munasifi.
The great startup delusion [not-audio_url] [/not-audio_url]

Duration: 27:13
With special guest, Eliot Brown, co-author or "The Cult of We."
Short selling across the pond [not-audio_url] [/not-audio_url]

Duration: 29:32
With special guest, Matthew Earl, managing partner and founder of ShadowFall Capital & Research.
A place for bonds? [not-audio_url] [/not-audio_url]

Duration: 35:59
In conversation with Peter Chiappinelli of GMO's asset allocation team.
Asymmetric returns in crypto [not-audio_url] [/not-audio_url]

Duration: 30:54
In conversation with Paul Brodsky, managing partner at PostModern Partners.
Engine of Inequality [not-audio_url] [/not-audio_url]

Duration: 34:16
With special guest, Karen Petrou, co-founder and managing partner at Federal Financial Analytics.
Tech phoenixes [not-audio_url] [/not-audio_url]

Duration: 30:10
In conversation with Martin Hale, Jr., CEO and portfolio manager at Hale Capital Partners.
Real Estate after COVID [not-audio_url] [/not-audio_url]

Duration: 30:02
With special guest, Michael Knott, head of U.S. REIT research at Green Street.