Grant’s Current Yield Podcast
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Grant’s Current Yield Podcast
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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A PROMISE TO PAY
With special guest Michael Haynes, head of private credit at Beach Point Capital Management.
PRICE AS YOUR GUIDE
With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
IN A TROUBLED WAY
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
BUTTONED-UP BORROWERS
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
PARALLELS TO HISTORY
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
GROWTH AND PROFITABILITY
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
NOT SO GOOD NEWS
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
INTERNATIONAL VALUE MYSTERIES
With special guest David Samra, managing director of Artisan Partners.
A COMPELLING MODEL
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
UNRECOGNIZED LOSSES
With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.
MANIFESTATION OF EARNINGS
With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.
A MATTER OF PERSPECTIVE
With special guest Sean Fieler, president and CIO of Equinox Partners.
The ABCs of CLOs
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
INFLATIONARY INSURANCE
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
BIG THINGS COME IN SMALL PACKAGES
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
MURDER BY HIGHER RATES
With special guest Jim Bianco, president and macro strategist at Bianco Research.
THE WORLD'S RUNNER-UP
With special guest Shehzad Qazi, managing director of China Beige Book International.
DIVING INTO A SCAM
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."
ABSOLUTLEY INADMISSIBLE IDEAS
With special guest Martin Hutchinson, author of The Bear's Lair.
DISTRESSED DEBT EXPERTS
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
SOME OF THE OLD TIME RELIGION
With special guest John D. Spears, Managing Director of Tweedy, Browne.
NO EQUITY IN EQUITIES
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
DISPATCHES FROM THE OPPOSITION
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
Non-linear returns
With special guest Harley S. Bassman, managing partner at Simplify Asset Management.
SMALL CAP HUNTING
With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
VALUE IN THE REVILED
With special guests Michael and Samuel Ashner of Winthrop Capital Partners.
Valuation, Demographics, Urbanization
With special guest John Haskell, founder and chief investment officer of Atla Capital Management.