Destruction of value

FromGrant’s Current Yield Podcast

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Destruction of value

FromGrant’s Current Yield Podcast

ratings:

Length:

47 minutes

Released:

Jan 19, 2023

Format:

Podcast episode

Description

With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."

Released:

Jan 19, 2023

Format:

Podcast episode

Titles in the series (100)

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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Free speech for bears: Special guest Marc Cohodes runs Alder Lane Farm and is a famed short seller and bull fighter. Twitter: @AlderLaneeggs by Grant’s Current Yield Podcast
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A short history of excess: Grant's can only find two precedents for the market's stretched valuation. A look back at a bullish banker who fought the Fed during a prior peak. Also, a discussion of a leak-prone Fed and a populist government. by Grant’s Current Yield Podcast
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The costs of tranquility: A talk with Dean Curnutt, founder and CEO of Macro Risk Advisors by Grant’s Current Yield Podcast
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Bulls in unison: A record net short position in Eurodollar futures raises contrary hackles. Hedge funds-whatever happened to them? And observations on the supermarket bargains for which you may thank ultra-low interest rates and EZ money. by Grant’s Current Yield Podcast
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An epic epoch: Biff Robillard, president and co-founder of Bannerstone Capital Management LLC, joins the team to share his insights on the markets and investors’ state of mind. by Grant’s Current Yield Podcast
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Resources roundtable: Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg by Grant’s Current Yield Podcast
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How not to get rich: How not to get rich: A guide for the buyer of euro-denominated French sovereign credit. Tell us again how many times the Fed will hike this year? Jim Grant and Deputy Editor Evan Lorenz host the Grant’s Podcast. by Grant’s Current Yield Podcast
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All together now: Jim Grant and Deputy Editor Evan Lorenz with scintillating talk on oil, miniature interest rates and the shockingly high rate of inflation (the rate you possibly haven't heard of). Can a self-styled contrarian be bullish on oil when everyone else is? by Grant’s Current Yield Podcast
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Just enough about interest rates: The most important prices in capitalism have a long, colorful, and-in the capable hands of James Grant-witty history. What the past may teach about the future. by Grant’s Current Yield Podcast
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The least self-aware people on earth: A fast-moving exegesis of the June minutes of the Federal Reserve’s rate-setting committee. Plus, the world reconsiders the investment merits of low-yielding sovereign debt denominated in depreciation-prone fiat currencies. by Grant’s Current Yield Podcast
25 min listen
Vol’ is the only asset class: The ABCs, and the XYZs, of volatility with Christopher Cole of Artemis Capital Management by Grant’s Current Yield Podcast
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The biggest pyramid scheme the world has yet seen: Grant’s talks to China authority Anne-Stevenson-Yang. by Grant’s Current Yield Podcast
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Rate hikes past, present and future: The Federal Reserve, ostensibly “data-driven,” pledges to continue to lift its tiny federal funds rate. It has never done so in times like these. Also: grocery price wars and a tentacled Chinese insurance company. by Grant’s Current Yield Podcast
16 min listen
Big, dumb Japanese banks: Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz. by Grant’s Current Yield Podcast
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Taxi! Taxi!: Uber comes under the Grant's lens. by Grant’s Current Yield Podcast
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Financial fulcrums: Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more. by Grant’s Current Yield Podcast
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Texas teatime: An invigorating chat with Frederick “Shad” Rowe; talking Facebook, peak oil and much more by Grant’s Current Yield Podcast
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Hamburger Helper: Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. by Grant’s Current Yield Podcast
18 min listen
Empty seats at the Fed -- and empty data from Facebook: Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network. by Grant’s Current Yield Podcast
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China doll: Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. by Grant’s Current Yield Podcast
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Periodical table: Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large. by Grant’s Current Yield Podcast
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The world is linked through arbitrage: Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe by Grant’s Current Yield Podcast
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Discover this podcast and so much more

Destruction of value

Destruction of value

Description

Titles in the series (100)

More Episodes from Grant’s Current Yield Podcast