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You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!

You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!
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United States

Description:

You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!

Language:

English


Episodes

The path to a crisis

9/14/2018
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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 meeting 12:45 Parallels to the present day 19:10 Refinitiv: The largest leveraged buyout since the #crisis Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:23:22

Emerging value

9/7/2018
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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 investing under macro duress 10:43 Other opportunities in South #America 15:30 Implications of a bearish reversal in the U.S. Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:21:42

Current yield

8/31/2018
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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, the frontier of #junk 17:30 Cycles, #fear and overconfidence Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:19:07

Summer Vacation episode

8/13/2018
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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 history 7:12 Beach reading, Jim Grant style Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:15:21

The battle of the interest rates

7/30/2018
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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 wrong with #Libor? 8:10 The Secured overnight #financing rate: Is it an improvement? 14:54 A potentially fraught transition from Libor 18:23 The role of #collateral 22:40 Milton Friedman, flexible exchange rates and the #gold standard Subscribe to the Grant's Podcast...

Duration:00:26:05

Summertime and the living is easy

7/19/2018
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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 facade 5:19 Debt or equity? The #Netflix conundrum 11:05 Humphrey Hawkins redux and #crypto invades the CFA Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:13:25

Mix and match

7/9/2018
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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 Italy’s populists and the #European Central Bank 11:28 U.S. junk #bond yields on the move Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:19:09

Nobody knows nothin’

7/2/2018
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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 buybacks and corporate debt 15:10 Crypto carnage Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:21:01

It’s a bubble eh?

6/18/2018
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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. 1:42 Housing: Canada’s #economic engine 5:50 Parallels to the U.S. experience 10:00 Mortgage #fraud and bad actors 15:05 What sort of opportunities are available for #investors? Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or...

Duration:00:21:18

The Tesla episode

6/11/2018
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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 #Model 3 reservation holders: What now? 13:26 The lawyers circle 16:14 Montana’s overall #investment approach Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Duration:00:20:52

Read the footnotes

6/4/2018
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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 wrong about #financial statements? 8:41 Auditors do not draft financials 13:49 Are certain #law firms more likely to push the envelope? 19:48 Do auditors have a fiduciary duty to #investors? Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play...

Duration:00:28:56

Surf and turf

5/21/2018
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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 fraud. 2:09 How do managers contend with increasing industry consolidation? 8:51 “A time of #disruption”, while barriers to entry rise 12:04 Summertime for corporate #fraud Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's...

Duration:00:18:38

Loan sharks

5/14/2018
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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 consequences of widespread cov-lite Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is available at www.grantspub.com

Duration:00:24:01

Theory and common sense

4/23/2018
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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 stock, a portfolio, the #market? 6:20 The theory is now #reality 11:05 #Risk, asymmetry and indexing 14:33 Profit and the cost of #capital Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant's Interest Rate Observer is...

Duration:00:22:48

Financial fulcrums

4/9/2018
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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 interest rate #price control 15:10 The significance of a three percent 10-year #yield 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 http://www.grantspub.com

Duration:00:23:23

Free money is the enemy of free markets

4/2/2018
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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 #Simpsons foreshadowing 3:20 Deficits and #debt monetization. What’s the harm? 9:01 Requiem for a #bond bull market 15:30 Sell what the #central banks are selling Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate...

Duration:00:23:33

The stuff’s really not good for you.

3/28/2018
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Jim, Evan and Phil revisit Grant’s 2017 bearish analysis of Facebook, with historical analog. 2:05 “Sell #Coke” 1996 6:06 Paul Fusselll and #human folly 10:41 Where do we stand now? 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

Duration:00:15:59

An epic epoch

3/26/2018
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Biff Robillard, president and co-founder of Bannerstone Capital Management, LLC, joins the team to share his insights on the markets and investors’ state of mind. 1:40 Major changes are afoot 5:18 Rough road ahead for the #dividend aristocracy 9:05 #Pricing power, who has it? 14:55 Lack of #investor enthusiasm 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

Duration:00:18:04

Brain box

3/19/2018
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Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion. 1:52 Interest #rates, then and now 4:11: “The #bond market has been rigged” 7:22 #Inflation is the big risk 12:08 Has #macroeconomics succeeded? 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

Duration:00:17:35

China doll

3/12/2018
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Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. 1:17 The People's Republic of #Debt 3:17 #Zombie bond market for zombie companies 7:10 ECB scorns #tariffs, buys bonds 13:09 The perils of #social media 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

Duration:00:16:21