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Grant's Podcast

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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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Location:

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

Blockchain, what is it good for?

1/22/2018
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Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-groundbreaking software for digital assets. 2:07 The case against the #blockchain 4:14 A costless and decentralized form of exchange: #Cash 4:45 #Bitcoin conference doesn’t accept bitcoin 7:17 #Ripple and international payments 12:28 “Here’s your #libertarian paradise, have a nice day” 21:15 It works somewhere else! Subscribe to Grant's...

Duration:00:32:19

Electric Slide

1/16/2018
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Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short. 2:47 #Tesla, a love affair in reverse 6:40 Opportunities in the nano-cap realm 10:02 Fewer public #companies. Less value? 12:13 Mark’s thoughts on agricultural #commodities 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:00:17:06

Periodical table

1/1/2018
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Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large. 1:33 What do people want to do with their money? 5:08 1999 and today 8:01 The #bitcoin pitch 12:48 Where is the #value? 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:00:19:00

Grant's Holiday Episode

12/25/2017
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Jim wraps up a most unusual 2017 and looks forward to the year to come. 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:00:05:08

Realty Show

12/20/2017
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Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land. 1:18 Does the "everything bubble" include RE? 4:44 Breaking down the #Westfield acquisition 13:02 Cheap financing in #Europe and international arbitrage 16:24 "What would #Buffett buy?" CapEx creates mispricings 21:21 Current attractive opportunities Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available...

Duration:00:24:11

Is China a Ponzi scheme?

12/11/2017
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Grant’s welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question. 0:40 The #Steinhoff Saga 6:47 Is #China set up for near term financial calamity? 9:12 Debt service rising faster than #GDP 13:13 We owe it to ourselves 17:30 Economic rebound ahead of the #19th Party Congress Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at...

Duration:00:22:57

Value Hunt

12/6/2017
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JHL Capital chief investment officer James Litinksy 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

Duration:00:17:14

Things you don’t see at bottoms

11/27/2017
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Special guest Bill Fleckenstein joins the Grant’s team to take inventory of current conditions 1:35 Triple-B-rated #bonds yielding less than zero 5:43 #Bitcoin and the apocalypse 7:28 #Tech, then and now 12:34 #Trump and volatility 15:52 What’s different this time? 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:00:19:08

The tick-tock of time

11/22/2017
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A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition 1:55 Skeptical analysis of #General Electric in 1990 and thereafter 8:16 2006 and structured #credit 12:22 #Valeant Pharmaceuticals in 2014 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:00:13:56

Buying low and selling high: A How-to

11/10/2017
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Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks. 1:54 Paul’s #bitcoin trading strategy 7:40 Value in #Japan 12:30 Other periods of technological #disruption 14:45 Is #Exxon vulnerable to a market downturn? 17:14 Strategies for an expensive market 20:37 Paul’s favorite #stocks in the U.S. Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is...

Duration:00:25:42

The stability paradox

10/30/2017
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Jim, Evan and Phil hold forth on noteworthy sightings in credit, while Jim challenges a core premise of modern central banking. 0:43 #ECB taper announcement 2:36 Taylor Rule funds rate and the flattening yield curve 5:05 The search for “stability” 8:35 Kobe Steel bondholder surprise 9:55 10-year yield at a key level 12:14 The last great #bond bear. In like a lamb… 14:01 “Unprecedented in degree, persistence and circumstance” Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart...

Duration:00:18:13

Financial revelations of the day

10/18/2017
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Jim, Evan and Phil take inventory of notable topics and unusual occurrences around the world. 2:50 Blackrock and Vanguard assets approach #China GDP 5:59 Indexation, or unmanaged #money? 7:13 Magically shape-shifting earnings at #GE 10:30 Market Makers: New kids on the block 12:43 1987 stock market #crash turns 30 17:47 #Treasury curve pancakes Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at...

Duration:00:19:56

Hamburger Helper

10/10/2017
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Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 0:53 Employment trends and #business activity 2:42 Low rates begets overcapacity 6:28 Risks for franchisees 8:10 Who owns the #real estate? 11:45 Global synchronized recovery and record #credit creation 14:20 Timeless cyclical psychology Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate...

Duration:00:17:34

Resources roundtable

10/2/2017
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Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg 0:48 President #Trump vs Candidate Trump 4:42 Adam’s thoughts on #oil 6:44 How to play a rising oil price 13:00 Implications of increased hedging activity 15:53 The outlook for #copper and #gold

Duration:00:21:34

The world is linked through arbitrage

9/27/2017
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Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe 0:37 European #highyield or Treasurys, take your pick 3:44 Homeowners in #China taking a shine to mortgage debt 7:13 Securities analysis is back 11:45 Cliff Asness, momentum and #Amazon 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:00:14:05

20-20 Vison

9/18/2017
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A common theme connecting some of today’s most popular investments: a very, very long time horizon 1:30 #Austria floats a 100-year bond 3:24 Limited supply of #bitcoin? 4:24 #Tesla promises one million cars per year 7:30 Five year/five year #Euro inflation swap rate 12:58 Hawkish hints 16:40 Half-empty #FOMC 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:00:18:05

Empty seats at the Fed -- and empty data from Facebook

9/11/2017
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Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network. 1:10 President #Trump and Central Bankers 5:23 It’s hard to make predictions, especially about the future 11:03 #Facebook can’t count 14:04 Tajikistan’s incredible shrinking 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

Duration:00:18:30

Grant's vacation podcast

8/21/2017
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Jim talks about the Fall 2017 Grant's Conference.

Duration:00:03:51

Alpine slide

8/14/2017
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Jim and Evan break down the latest from the Swiss National Bank, along with the #Tesla bond offering, #cryptocurrencies and much more. Click here to view the article discussed in this Podcast; Sell Coke 0:55 - Swiss National Bank 3:55 - Central Banks 6:05 - Corporate Bonds 7:23 - #Tesla 8:32 - Restaurant Jobs Growth 12:03 - Long Term Trends 14:19 - "Sell Coke" 18:34 - Bonds Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate...

Duration:00:20:46

Texas teatime

8/8/2017
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1:23 #Bitcoin spinoff 4:19 #FANG short interest evaporates 5:35 Long distance #rate hike odds 8:32 Global #art sales collapsing 9:45 The travails of #BlueApron and others 12:06 Conversation with Shad Rowe Subscribe to Grant’s Podcast on iTunes, Stitcher and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Duration:00:23:01

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