114 episodes

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

    • Investing

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!

    Picks and pans in biotech

    Picks and pans in biotech

    Joe Lawler, M.D., Ph.D. and fund manager, joins this week’s program. On the agenda: #Coronavirus and its potential impact, navigating the “haves and the have-nots.” Is this a golden age in drug discovery? Index investors: the parasites of #WallStreet, and, the scourge of “data curation.”
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    • 19 min
    Impossible is extinct

    Impossible is extinct

    2:54 High-yield: record defaults to below average in one year
    4:47 Car company goes to the moon
    7:00 Europe – the hotbed of “impossible”
    11:58 “Impossible” through the decades

    • 23 min
    Public debt - does it matter?

    Public debt - does it matter?

    Public debt - does it matter?
     
    1:12 Diminishing GDP returns
    7:34 Tax 2.0 and the “end of cycles”
    15:10 Shifting price action, shifting rationalizations
    17:03 What does the repo flare up indicate for the investment demand for public debt?
     
    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
    Quick Change

    Quick Change

    Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet.
    2:33 Climate primer and the risks of rising C02
    7:17 What’s different this time?11:50 Assessing potential remedies
    18:30 A cook’s tour of NIO, Inc.
    24:13 Making sense of high short interest
    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

    • 31 min
    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

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