Spring chickens

Spring chickens

Author: Grant's Interest Rate Observer June 6, 2019 Duration: 22:32

Jim, Evan and Phil assess the state of play in high-yield credit, macroprudential regulation and an instructive recent op-ed in @WSJ.

1:40 #Trump and the USS John McCain

5:24 Do businesses need a rate cut?

10:26 An Aiful-ly low yield

16:16 Alternatives to raising rates

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
Mix and match [not-audio_url] [/not-audio_url]

Duration: 19:10
Jim, Evan and Phil discuss the world's various points of pressure, and provide a few other trenchant observations. 1:05 The Declaration of Independence gets unfriended by #Facebook 3:52 HNA, #China and the world 7:02 Ita…
Nobody knows nothin' [not-audio_url] [/not-audio_url]

Duration: 21:02
A Grant's variety pack: Jim, Evan and Phil hold forth on an array of topical financial matters. 1:36 North Korea, AT&T and the future 5:10 A July 4 message from Thomas Jefferson 6:08 Changes in #China 13:55 Corporate buy…
It's a bubble eh? [not-audio_url] [/not-audio_url]

Duration: 21:19
Seth Daniels, founding partner of JKD Capital, LLC, and Ben Rabidoux, president of North Cove Advisors, join Grant's for a thorough analysis of the Canadian housing market and the potential consequences of a downturn. 1:…
The Tesla episode [not-audio_url] [/not-audio_url]

Duration: 20:53
The indomitable Montana Skeptic (@MontanaSkeptic1) joins Grant's for a hearty discussion of the most polarizing car company in the world, 1:51 Is a "supernova" third quarter in the works? 3:54 The basic #bear case 7:49 #…
Read the footnotes [not-audio_url] [/not-audio_url]

Duration: 28:57
Francine McKenna, (@retheauditors) transparency reporter at MarketWatch, joins the regular cast of characters to discuss auditing and accounting trends, and their crucial role for investors. 4:07 What do investors get wr…
Surf and turf [not-audio_url] [/not-audio_url]

Duration: 18:39
Jonathan Tepper (@jtepper2), chief editor of Variant Perception, and @John_Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fr…
Loan sharks [not-audio_url] [/not-audio_url]

Duration: 24:02
Adam Cohen, founder of Covenant Review, joins Grant's for an insightful overview of our loosey-goosey credit market. 1:20 "Read the footnotes," then and now 8:41 Where is the danger for lenders? 13:54 Potential consequen…
Theory and common sense [not-audio_url] [/not-audio_url]

Duration: 22:49
Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters for a lively discussion of modern portfolio theory and its limitations. 2:50 What is a…
Financial fulcrums [not-audio_url] [/not-audio_url]

Duration: 23:21
Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more. 1:00 Where are #rates going? 5:51 The #Fed and the Heisenberg principle 11:07 Potential consequences of a decade of inte…
Free money is the enemy of free markets [not-audio_url] [/not-audio_url]

Duration: 23:34
David Stockman, director of the Office of Management of Budget under President Reagan and mas­ter of mazy budgetary arithmetic, joins Jim and Evan for a scintillating discussion of fiscal and monetary matters. 0:00 The #…