110 episodios

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!

Grant’s Current Yield Podcast CLNS Media Network

    • Inversión

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!

    The gold show

    The gold show

    Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings.
    4:22 Institutional distrust means opportunity
    11:34 Deflation and the U.S. dollar
    18:14 The miners: a dismal past but a better future?
    25:09 Gold and crypto, monetary cousins
    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

    • 33 min
    Home Alone

    Home Alone

    Jim Grant delivers a holiday message and review of 2019 financial events.
     
    1:15 The state of the world as 2020 looms.
     
    7:45 All things cyclical
     
    11:30 The repo hiccup and unscripted events.
     
    17:15 UST margin demand: a product of unnaturally-low rates?
     
    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

    • 24 min
    Winter reading

    Winter reading

    @AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book.
    http://www.amityshlaes.com
    2:24 #BrettonWoods and the “bonanza”
    8:50 Michael Harrington goes to Washington 
    13:10 Arthur Burns: A Greek tragedy
    19:45 Presidential pressure on the Fed, then and 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
     

    • 29 min
    Around the horn

    Around the horn

    Each analyst identifies a notable recent event. Jim provides a winter reading recommendation.
     
    1:40 Dazed and confused
    4:18 Crude oil and the VC market
    10:24 Jim reviews “#1931” by #TobiasStraumann (shorturl.at/ioJS0)
     
    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.
     
     

    • 21 min
    Growth Market

    Growth Market

    Don Coxe, chairman at Coxe Advisors LLP and commodity investor par excellence, calls in to discuss the latest in agriculture and its implications. www.coxeadvisors.net/
    1:31 A contrarian look at the climate
    8:38 An opportunity in natural gas?
    14:07 The Maunder Minimum
    17:20 A new commodity boom:  Wither inflation?
    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

    • 25 min
    It's a gusher

    It's a gusher

    Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com
     
    1:10 #Apple worth more than the entire energy sector
     
    4:19 What’s happening with shale?
     
    12:21 Tier-one wells on the wane
     
    18:43 Bargains abound in energy
     
    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

    • 27 min

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