Grant’s Current Yield Podcast

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Grant’s Current Yield Podcast

Grant’s Current Yield Podcast

Muumbaji: Grant's Interest Rate Observer

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!

EN Marekani Biashara

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OBSCURING THE CYCLE

OBSCURING THE CYCLE

With special guest Dan Zwirn, CEO and CIO of Arena Investors. 

2025-11-10 15:52:19 46:01
Pakua
A CERTAIN SKEPTICISM

A CERTAIN SKEPTICISM

With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors. 

2025-07-09 15:02:30 34:10
Pakua
A PROMISE TO PAY

A PROMISE TO PAY

With special guest Michael Haynes, head of private credit at Beach Point Capital Management. 

2025-06-26 16:06:58 43:46
Pakua
NOTHING NEW UNDER THE SUN

NOTHING NEW UNDER THE SUN

With special guest Jamie Sprayregen, vice chairman of Hilco Global.

2025-06-04 18:15:59 43:05
Pakua
PRICE AS YOUR GUIDE

PRICE AS YOUR GUIDE

With special guest Matthew McLennan, portfolio manager at First Eagle Investments.

2025-04-25 15:58:33 37:44
Pakua
IN A TROUBLED WAY

IN A TROUBLED WAY

With special guest, Seth Weissman, founder and president of Urban Standard Capital. 

2025-03-24 19:21:54 46:46
Pakua
REALLY GOOD BREAKS

REALLY GOOD BREAKS

With special guest David Dredge, CIO and CEO of Convex Strategies.

2025-03-14 19:55:41 40:53
Pakua
BUTTONED-UP BORROWERS

BUTTONED-UP BORROWERS

With special guest Keri Findley, founder and CEO of Tacora Capital Management. 

2025-02-11 20:31:07 35:51
Pakua
PARALLELS TO HISTORY

PARALLELS TO HISTORY

With special guest Christopher Whalen, chairman of Whalen Global Advisors.

2025-01-23 20:56:53 47:28
Pakua
BACK TO THE FUTURE

BACK TO THE FUTURE

With special guest Steven Bogden, investment and geopolitical strategist. 

2024-12-11 19:09:06 38:26
Pakua
GROWTH AND PROFITABILITY

GROWTH AND PROFITABILITY

With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management. 

2024-11-20 19:07:31 31:45
Pakua
NOT SO GOOD NEWS

NOT SO GOOD NEWS

With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute. 

2024-10-18 19:59:34 32:22
Pakua
LONG IN THE TOOTH

LONG IN THE TOOTH

With special guest Dave Breazzano, head of credit at Polen Capital. 

2024-09-16 18:31:17 38:00
Pakua
THE NEXT MELTDOWN

THE NEXT MELTDOWN

With special guest Richard Byrne, president of Benefit Street Partners. 

2024-08-06 15:03:37 29:11
Pakua
INTERNATIONAL VALUE MYSTERIES

INTERNATIONAL VALUE MYSTERIES

With special guest David Samra, managing director of Artisan Partners. 

2024-07-10 19:07:28 35:15
Pakua
A COMPELLING MODEL

A COMPELLING MODEL

With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp. 

2024-07-03 18:00:55 39:12
Pakua
UNRECOGNIZED LOSSES

UNRECOGNIZED LOSSES

With special guest Paul Kupiec, senior fellow at the American Enterprise Institute. 

2024-06-26 19:26:31 34:00
Pakua
MANIFESTATION OF EARNINGS

MANIFESTATION OF EARNINGS

With special guest Bob Robotti, president and CIO of Robotti & Company Advisors. 

2024-06-12 19:11:27 34:40
Pakua
A MATTER OF PERSPECTIVE

A MATTER OF PERSPECTIVE

With special guest Sean Fieler, president and CIO of Equinox Partners. 

2024-05-17 17:54:59 42:20
Pakua
INNER WORKINGS

INNER WORKINGS

Behind the scenes at Grant's with Jim, Evan and Phil.

2024-05-08 19:14:28 29:13
Pakua
OPPORTUNITIES IN COMEUPPANCE

OPPORTUNITIES IN COMEUPPANCE

With special guest Dan Zwirn, CEO and CIO of Arena Investors. 

2024-04-29 18:44:00 27:36
Pakua
The ABCs of CLOs

The ABCs of CLOs

With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.

2024-04-03 16:19:00 30:44
Pakua
THE BUSINESS OF INCOME

THE BUSINESS OF INCOME

With special guest Daniel Peris of Federated Hermes. 

2024-03-20 18:40:51 29:47
Pakua
INFLATIONARY INSURANCE

INFLATIONARY INSURANCE

With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management. 

2024-03-08 20:13:50 32:49
Pakua
AROUND THE BEND

AROUND THE BEND

With special guest, Alex J. Pollock, a senior fellow at the Mises Institute. 

2024-02-22 20:15:22 36:10
Pakua
BIG THINGS COME IN SMALL PACKAGES

BIG THINGS COME IN SMALL PACKAGES

With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.

2023-12-20 21:12:46 36:22
Pakua
A CURRENCY AFFAIR

A CURRENCY AFFAIR

With special guest Brent Donnelly, president of Spectra Markets.

2023-12-14 17:23:09 38:08
Pakua
MURDER BY HIGHER RATES

MURDER BY HIGHER RATES

With special guest Jim Bianco, president and macro strategist at Bianco Research. 

2023-12-01 15:30:22 40:46
Pakua
THE WORLD'S RUNNER-UP

THE WORLD'S RUNNER-UP

With special guest Shehzad Qazi, managing director of China Beige Book International. 

2023-11-02 18:27:37 33:04
Pakua
DIVING INTO A SCAM

DIVING INTO A SCAM

With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

2023-09-20 17:58:06 43:06
Pakua
ABSOLUTLEY INADMISSIBLE IDEAS

ABSOLUTLEY INADMISSIBLE IDEAS

With special guest Martin Hutchinson, author of The Bear's Lair. 

2023-08-02 14:35:57 44:23
Pakua
DISTRESSED DEBT EXPERTS

DISTRESSED DEBT EXPERTS

With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners. 

2023-07-19 17:53:04 46:14
Pakua
VALUE RESTORATION PROJECT

VALUE RESTORATION PROJECT

With special guest Seth A. Klarman, CEO of the Baupost Group. 

2023-07-12 15:18:30 43:58
Pakua
NO LEARNING, ONLY CYCLES

NO LEARNING, ONLY CYCLES

With special guest Douglas J. Lucas, creator of Stories.Finance.

2023-07-06 15:53:35 27:00
Pakua
SOME OF THE OLD TIME RELIGION

SOME OF THE OLD TIME RELIGION

With special guest John D. Spears, Managing Director of Tweedy, Browne. 

2023-06-22 14:56:11 31:38
Pakua
NO EQUITY IN EQUITIES

NO EQUITY IN EQUITIES

With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors. 

2023-06-06 20:53:35 34:01
Pakua
DISPATCHES FROM THE OPPOSITION

DISPATCHES FROM THE OPPOSITION

With special guest Dan Rasmussen, founder and CIO of Verdad Advisers. 

2023-05-25 20:39:55 36:25
Pakua
Non-linear returns

Non-linear returns

With special guest Harley S. Bassman, managing partner at Simplify Asset Management. 

2023-04-28 20:07:17 34:05
Pakua
SMALL CAP HUNTING

SMALL CAP HUNTING

With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management. 

2023-04-13 19:26:19 34:07
Pakua
VALUE IN THE REVILED

VALUE IN THE REVILED

With special guests Michael and Samuel Ashner of Winthrop Capital Partners. 

2023-03-29 19:55:56 43:49
Pakua
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