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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

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


Summer breeze

7/31/2017
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1:10 #Whirlpool earnings recap 4:10 #QQQ price/earnings methodology 11:15 ETF-ation 13:06 Sponsored by somewhat 15:30 False precision in #government statistics 17:24 Initial Coin Offerings #cryptocurrencies Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Duration: 00:19:26


Episode 21 - An invigorating interview with Trey Reik

7/24/2017
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An invigorating interview with Trey Reik of Sprott Asset Management. Gold, Cryptocurrencies and more 2:10 Similarities between #cryptocurrencies and #gold 5:42 Which cryptocurrencies will survive and prosper 10:10 How can gold reassert itself? 16:06 Are digital coins #securities? 20:24 #Blockchain in the mutual fund business 24:30 Grant’s AMA: Jim’s P.A. holdings Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Duration: 00:32:03


Hits and misses

7/14/2017
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A look back at some good calls, and some-not-so-good ones. Articles mentioned in this #Podcast: Now comes ‘deconvergence’ Inside ACE Securities’ HEL Trust, Series 2005-HE5 Introducing the Grant’s Supermodel Credit Portfolio 2:52 Grant’s 1987 bearish call on #Japan 4:40 Sell common stocks, said #Grant’s in 1995 7:55 #AEM encounters the Wolverine 13:02 #Greece de-converges 15:00 2006 delusions 19:06 Grant’s #supermodel portfolio, December 2008 Subscribe to Grant’s Podcast on...

Duration: 00:23:06


The least self-aware people on earth

7/10/2017
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A fast-moving exegesis of the June minutes of the Federal Reserve’s rate-setting committee. Plus, the world reconsiders the investment merits of low-yielding sovereign debt denominated in depreciation-prone fiat currencies. 1:38 #Rates so high you can observe them 3:14 #Fed minutes recap 7:14 No such thing as a #wealth effect 10:14 #Inflation is too damn low 14:46 Excess capacity in the #restaurant industry 18:36 constant renewal of radical monetary policy Subscribe to Grant’s...

Duration: 00:25:22


Big, dumb Japanese banks

6/30/2017
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Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz. :07 Intro 1:16 Japanese banks and their #dollars 5:55 TCW's Tad Rivelle channels David Stockman 8:14 Janet #Yellen isn't worried 11:30 "The way forward is clear." Is that so? 14:02 #Kraft Heinz CEO responds to critics Subscribe to Grant’s Podcast on iTunes & Stitcher. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Duration: 00:17:26

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