Value Hunt

Value Hunt

Author: Grant's Interest Rate Observer December 6, 2017 Duration: 17:15

JHL Capital Group chief investment officer James Litinsky joins Grant's to share his views on opportunities and risks around the world.

0:56 #India: Country of the future?

4:50 Current opportunities after a strong #rally

8:18 How to play late cycle in the #U.S.

10:47 The most vulnerable financial #assets

14:34 How much #cash to hold?

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
How not to get rich [not-audio_url] [/not-audio_url]

Duration: 13:40
1:53 French Presidential election 4:10 Guide for the buyer of euro-denominated French sovereign credit 8:30 Grant & Lorenz react to NY Fed President remarks on how markets are instruments of policy 10:57 Why are Chinese…
Free speech for bears [not-audio_url] [/not-audio_url]

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0:29 Identifying short ideas 7:02 Cohodes on his approach 12:12 stamps.com model 23:23 Cohodes on Bank of the Internet 28:51 What's going on w/ Canadian housing market? Subscribe to Grant's Podcast on iTunes & Stitcher.…
A short history of excess [not-audio_url] [/not-audio_url]

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1:27 Grant & Lorenz on Jeffrey Lacker resignation 4:00 Will Donald Trump seriously consider a return to gold standard? 6:03 Fighting the Fed during a prior peak 14:32 The story of #2 Wall St Subscribe to Grant's Podcast…
Bulls in unison [not-audio_url] [/not-audio_url]

Duration: 9:39
1:33 Lorenz on the Eurodollar futures 4:01 What happened to hedge funds? 5:56 Are prices in grocery stores deflating? Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http…
All together now [not-audio_url] [/not-audio_url]

Duration: 15:08
1:57 What will the Federal Reserve do & potential implications 4:25 Lorenz on the bull & bear cases for oil 9:36 The inflation rate you haven't heard of Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest…
Credit, cars trouble [not-audio_url] [/not-audio_url]

Duration: 12:20
0:24 Inside the latest edition of Grant's 2:10 Lorenz on auto-lending 5:27 Warren Buffett & leveraged transactions in restaurant stocks 8:45 What is secular stagnation? Subscribe to Grant's Podcast on iTunes & Stitcher.…
Just enough about interest rates [not-audio_url] [/not-audio_url]

Duration: 20:06
1:40 Nature of cycles & interest rates 6:35 What the current market climate means for your portfolio 10:00 History of treasury securities 15:35 Service of history to the markets 18:57 End of rising bond prices Subscribe…
Grant's Interest Rate Observer [not-audio_url] [/not-audio_url]

Duration: 19:31
0:28 Introduction & history of Jim Grant of Grant's Interest Rate Observer 4:20 Grant's services and how it differentiates from mainstream outlets 6:40 How Grant's 'fades' a consensus 9:45 Why to investigate alternatives…