Research Triangle

Research Triangle

Author: Grant's Interest Rate Observer June 21, 2019 Duration: 29:48

Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.

3:47 "There's no such thing as a bargain  in the absence of fear"

8:53 Shiller P/E and central banks

13:06 Bubbles in a negative-rate era

20:13 Deficit spending: Does it matter?

24:36 The nature of indexation

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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
OPPORTUNITIES IN COMEUPPANCE [not-audio_url] [/not-audio_url]

Duration: 27:36
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
The ABCs of CLOs [not-audio_url] [/not-audio_url]

Duration: 30:44
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
THE BUSINESS OF INCOME [not-audio_url] [/not-audio_url]

Duration: 29:47
With special guest Daniel Peris of Federated Hermes.
INFLATIONARY INSURANCE [not-audio_url] [/not-audio_url]

Duration: 32:49
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
AROUND THE BEND [not-audio_url] [/not-audio_url]

Duration: 36:10
With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
BIG THINGS COME IN SMALL PACKAGES [not-audio_url] [/not-audio_url]

Duration: 36:22
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
A CURRENCY AFFAIR [not-audio_url] [/not-audio_url]

Duration: 38:08
With special guest Brent Donnelly, president of Spectra Markets.
MURDER BY HIGHER RATES [not-audio_url] [/not-audio_url]

Duration: 40:46
With special guest Jim Bianco, president and macro strategist at Bianco Research.
THE WORLD'S RUNNER-UP [not-audio_url] [/not-audio_url]

Duration: 33:04
With special guest Shehzad Qazi, managing director of China Beige Book International.
DIVING INTO A SCAM [not-audio_url] [/not-audio_url]

Duration: 43:06
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."