The gold show

The gold show

Author: Grant's Interest Rate Observer January 22, 2020 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 and the U.S. dollar

18:14 The miners: a dismal past but a better future?

25:09 Gold and crypto, monetary cousins

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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: 100

Grant's Current Yield Podcast
Podcast Episodes
GROWTH AND PROFITABILITY [not-audio_url] [/not-audio_url]

Duration: 31:45
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
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Duration: 32:22
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
LONG IN THE TOOTH [not-audio_url] [/not-audio_url]

Duration: 38:00
With special guest Dave Breazzano, head of credit at Polen Capital.
THE NEXT MELTDOWN [not-audio_url] [/not-audio_url]

Duration: 29:11
With special guest Richard Byrne, president of Benefit Street Partners.
INTERNATIONAL VALUE MYSTERIES [not-audio_url] [/not-audio_url]

Duration: 35:15
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A COMPELLING MODEL [not-audio_url] [/not-audio_url]

Duration: 39:12
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
UNRECOGNIZED LOSSES [not-audio_url] [/not-audio_url]

Duration: 34:00
With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.
MANIFESTATION OF EARNINGS [not-audio_url] [/not-audio_url]

Duration: 34:40
With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.
A MATTER OF PERSPECTIVE [not-audio_url] [/not-audio_url]

Duration: 42:20
With special guest Sean Fieler, president and CIO of Equinox Partners.
INNER WORKINGS [not-audio_url] [/not-audio_url]

Duration: 29:13
Behind the scenes at Grant's with Jim, Evan and Phil.