Value in biotech

Value in biotech

Author: Grant's Interest Rate Observer February 7, 2023 Duration: 28:37

With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management. 


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
The other side of the boat [not-audio_url] [/not-audio_url]

Duration: 25:34
Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant's to talk markets, volatility and anticipating the future. @Dcurnutt 1:42 Today and 2017, have things changed? 5:52 #Gold, the anti-S&…
Traffic signals [not-audio_url] [/not-audio_url]

Duration: 23:43
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation. 4:48 The future path of inflation 9:34 Keynes and…
Kevin Warsh, former Federal Reserve governor. [not-audio_url] [/not-audio_url]

Duration: 31:29
Kevin Warsh, former Federal Reserve governor and distinguished fellow at the Hoover Institution, pays Grant's a visit to discuss the state of the world and markets. 1:55 Making sense of the move in bond yields 6:20 The F…
Mix and match [not-audio_url] [/not-audio_url]

Duration: 15:16
Jim, Evan and Phil hold forth on the topics of the day. 0:51 Profits and interest rates 7:48 Inflation, the very long view 9:51 Human achievements and #financial cycles Subscribe to the Grant's Current Yield Podcast on i…
The path to a crisis [not-audio_url] [/not-audio_url]

Duration: 23:23
Dan Gertner, Grant's alum in the run-up to and the midst of the 2008 crucible, comes back into the fold to review those years of excess and subsequent panic. 1:27 An email from Alan Fournier 7:30 A memorable lunch meetin…
Emerging value [not-audio_url] [/not-audio_url]

Duration: 21:43
John Haskell, head of research at Explorador Capital Management, joins Grant's to assess opportunities in the particularly beaten down realm of emerging markets. 2:01 Where's the value? 6:45 Argentina, bottom up investin…
Current yield [not-audio_url] [/not-audio_url]

Duration: 22:21
Tony Canale, global head of research at Covenant Review, joins Grant's to discuss what's new in credit. 1:25 New laws in #Delaware and the J. Crew trapdoor 7:17 Overlooked risks for #corporate creditors 11:16 Triple-B, t…
Summer Vacation episode [not-audio_url] [/not-audio_url]

Duration: 15:22
The usual suspects hold forth on a variety of financial topics, while Jim shares some of his favorite current books. 0:55 What's happening this fall 2:25 #Gold has no friends 5:50 Yield curve: Predictions, theory and his…
The battle of the interest rates [not-audio_url] [/not-audio_url]

Duration: 26:06
Richard Sandor, chairman and CEO of the American Financial Exchange and the Father of Financial Futures, joins Grant's to help us make sense of the major changes that are coming to the world financial system. 1:32 What's…
Summertime and the living is easy [not-audio_url] [/not-audio_url]

Duration: 13:26
China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 0:00 "Maximum" Max #Muncy and value investing 1:53 Cracks in the #China f…