Realty Show

Realty Show

Author: Grant's Interest Rate Observer December 21, 2017 Duration: 24:12

Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land.

1:18 Does the "everything bubble" include RE?

4:44 Breaking down the #Westfield acquisition

13:02 Cheap financing in #Europe and international arbitrage

16:24 "What would #Buffett buy?" CapEx creates mispricings

21:21 Current attractive opportunities

Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://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
What now? [not-audio_url] [/not-audio_url]

Duration: 32:47
Your biggest mistake [not-audio_url] [/not-audio_url]

Duration: 32:13
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
Painting A Picture [not-audio_url] [/not-audio_url]

Duration: 31:53
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG
The Empire Strikes Out [not-audio_url] [/not-audio_url]

Duration: 31:11
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG
ESG, avert your ears [not-audio_url] [/not-audio_url]

Duration: 24:25
Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG
Picks and pans in biotech [not-audio_url] [/not-audio_url]

Duration: 19:55
Joe Lawler, M.D., Ph.D. and fund manager, joins this week's program. On the agenda: #Coronavirus and its potential impact, navigating the "haves and the have-nots." Is this a golden age in drug discovery? Index investors…
Impossible is extinct [not-audio_url] [/not-audio_url]

Duration: 23:55
Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com
Public debt-does it matter? [not-audio_url] [/not-audio_url]

Duration: 21:11
Subscribe to Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at http://www.grantspub.com
Quick Change [not-audio_url] [/not-audio_url]

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…
The gold show [not-audio_url] [/not-audio_url]

Duration: 33:54
Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings. 4:22 Institutional distrust means opportunity 11:34 Deflation…