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
ABSOLUTLEY INADMISSIBLE IDEAS [not-audio_url] [/not-audio_url]

Duration: 44:23
With special guest Martin Hutchinson, author of The Bear's Lair.
DISTRESSED DEBT EXPERTS [not-audio_url] [/not-audio_url]

Duration: 46:14
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
VALUE RESTORATION PROJECT [not-audio_url] [/not-audio_url]

Duration: 43:58
With special guest Seth A. Klarman, CEO of the Baupost Group.
NO LEARNING, ONLY CYCLES [not-audio_url] [/not-audio_url]

Duration: 27:00
With special guest Douglas J. Lucas, creator of Stories.Finance.
SOME OF THE OLD TIME RELIGION [not-audio_url] [/not-audio_url]

Duration: 31:38
With special guest John D. Spears, Managing Director of Tweedy, Browne.
NO EQUITY IN EQUITIES [not-audio_url] [/not-audio_url]

Duration: 34:01
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
DISPATCHES FROM THE OPPOSITION [not-audio_url] [/not-audio_url]

Duration: 36:25
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
Non-linear returns [not-audio_url] [/not-audio_url]

Duration: 34:05
With special guest Harley S. Bassman, managing partner at Simplify Asset Management.
SMALL CAP HUNTING [not-audio_url] [/not-audio_url]

Duration: 34:07
With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
VALUE IN THE REVILED [not-audio_url] [/not-audio_url]

Duration: 43:49
With special guests Michael and Samuel Ashner of Winthrop Capital Partners.