Grant's Current Yield Podcast

A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition 1:53 #GE in 1990 7:50 Mortgage #bonds in 2006 11:52 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

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 P...

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...

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, iHe...

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 Pod...

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

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 Ob...

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. Gr...

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 Inter...

Grant's vacation episode.

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 Po...

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

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

Articles mentioned in this #Podcast: Sprott Asset Management July 2017 Strategy Report 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 & Stitche...

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...

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 Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http://www.grantspub.com

: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

2:25:  Everything in #Illinois is going broke 6:07:  Flattening yield curve, this time is different? 9:15:  #Fed vs bond market 12:42 Charles Evans discovers #Amazon 16:20 We need #inflation? 19:00 Which way interest rates 21:45 Fundamentals in the #energy market Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http://www.grantspub.com 

1:31 The #Fed is determined to hike #rates 5:28 Record private business #debt 8:17 Tightening cycles can have outsized consequences 9:00 The #German grocers are coming 11:30 #Fairway's dead-wood expansion 13:00 #China's curious #Anbang Insurance Subscribe to Grant's Podcast on iTunes & Stitcher . Grant's Interest Rate Observer is available at http://www.grantspub.com  

1:36 New ETF & historically low volatility in markets 5:29 The unseens of the Ben Bernanke recovery 7:40 Lorenz on Swiss National Bank 10:51 What's going on with Sprint? 14:05 Demand in automobile market Subscribe to Grant's Podcast on iTunes & Stitcher . Grant's Interest Rate Observer is available at http://www.grantspub.com