Non-linear returns

FromGrant’s Current Yield Podcast

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Non-linear returns

FromGrant’s Current Yield Podcast

ratings:

Length:

34 minutes

Released:

Apr 28, 2023

Format:

Podcast episode

Description

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

Released:

Apr 28, 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
34 min listen
See here, Ben Bernanke: A short survey of grotesqueries in the world that the central banks made. by Grant’s Current Yield Podcast
18 min listen
Credit, cars trouble: What easy money giveth, easy money taketh away. Jim Grant and Deputy Editor Evan Lorenz on the coming glut in off-lease cars and trucks. by Grant’s Current Yield Podcast
12 min listen
Best statesman, worst investor: Risk management as taught by---among others---Sir Winston Churchill by Grant’s Current Yield Podcast
18 min listen
Grant's Interest Rate Observer: James Grant and Deputy Editor Evan Lorenz share the story of how this celebrated beacon of skeptical long-form financial journalism prospered in an age of credulous inattention. by Grant’s Current Yield Podcast
20 min listen
Hear, hear Jim Bianco: The renowned fixed-income analyst discusses the flattening yield curve, the reluctant Fed and the sinking finances of his home city, Chicago. by Grant’s Current Yield Podcast
25 min listen
Capital controls in your future?: Special guest Russell Napier talks with Jim Grant about the coming tumult in currencies and interest rates. by Grant’s Current Yield Podcast
27 min listen
Alpine slide: Jim and Evan break down the latest from the Swiss National Bank, along with the #Tesla bond offering, #cryptocurrencies and much more. by Grant’s Current Yield Podcast
21 min listen
Episode 21 - An invigorating interview with Trey Reik: An invigorating interview with Trey Reik of Sprott Asset Management. Gold, Cryptocurrencies and more by Grant’s Current Yield Podcast
32 min listen
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
17 min listen
The costs of tranquility: A talk with Dean Curnutt, founder and CEO of Macro Risk Advisors by Grant’s Current Yield Podcast
31 min listen
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
10 min listen
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
18 min listen
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
22 min listen
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
14 min listen
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
15 min listen
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
20 min listen
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
32 min listen
The biggest pyramid scheme the world has yet seen: Grant’s talks to China authority Anne-Stevenson-Yang. by Grant’s Current Yield Podcast
29 min listen
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
17 min listen
Taxi! Taxi!: Uber comes under the Grant's lens. by Grant’s Current Yield Podcast
23 min listen
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
23 min listen
Texas teatime: An invigorating chat with Frederick “Shad” Rowe; talking Facebook, peak oil and much more by Grant’s Current Yield Podcast
23 min listen
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
19 min listen
China doll: Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe. by Grant’s Current Yield Podcast
16 min listen
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
19 min listen
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
14 min listen

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INNER WORKINGS: Behind the scenes at Grant's with Jim, Evan and Phil. by Grant’s Current Yield Podcast
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OPPORTUNITIES IN COMEUPPANCE: With special guest Dan Zwirn, CEO and CIO of Arena Investors. by Grant’s Current Yield Podcast
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The ABCs of CLOs: With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors. by Grant’s Current Yield Podcast
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THE BUSINESS OF INCOME: With special guest Daniel Peris of Federated Hermes. by Grant’s Current Yield Podcast
30 min listen
INFLATIONARY INSURANCE: With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management. by Grant’s Current Yield Podcast
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AROUND THE BEND: With special guest, Alex J. Pollock, a senior fellow at the Mises Institute. by Grant’s Current Yield Podcast
36 min listen
BIG THINGS COME IN SMALL PACKAGES: With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management. by Grant’s Current Yield Podcast
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A CURRENCY AFFAIR: With special guest Brent Donnelly, president of Spectra Markets. by Grant’s Current Yield Podcast
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MURDER BY HIGHER RATES: With special guest Jim Bianco, president and macro strategist at Bianco Research. by Grant’s Current Yield Podcast
41 min listen
THE WORLD'S RUNNER-UP: With special guest Shehzad Qazi, managing director of China Beige Book International. by Grant’s Current Yield Podcast
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DIVING INTO A SCAM: With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall." by Grant’s Current Yield Podcast
43 min listen
ABSOLUTLEY INADMISSIBLE IDEAS: With special guest Martin Hutchinson, author of The Bear's Lair. by Grant’s Current Yield Podcast
44 min listen
DISTRESSED DEBT EXPERTS: With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners. by Grant’s Current Yield Podcast
46 min listen
VALUE RESTORATION PROJECT: With special guest Seth A. Klarman, CEO of the Baupost Group. by Grant’s Current Yield Podcast
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NO LEARNING, ONLY CYCLES: With special guest Douglas J. Lucas, creator of Stories.Finance. by Grant’s Current Yield Podcast
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SOME OF THE OLD TIME RELIGION: With special guest John D. Spears, Managing Director of Tweedy, Browne. by Grant’s Current Yield Podcast
32 min listen
NO EQUITY IN EQUITIES: With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors. by Grant’s Current Yield Podcast
34 min listen
DISPATCHES FROM THE OPPOSITION: With special guest Dan Rasmussen, founder and CIO of Verdad Advisers. by Grant’s Current Yield Podcast
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SMALL CAP HUNTING: With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management. by Grant’s Current Yield Podcast
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VALUE IN THE REVILED: With special guests Michael and Samuel Ashner of Winthrop Capital Partners. by Grant’s Current Yield Podcast
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Valuation, Demographics, Urbanization: With special guest John Haskell, founder and chief investment officer of Atla Capital Management. by Grant’s Current Yield Podcast
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Market Neutral Returns: With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management. by Grant’s Current Yield Podcast
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Value in biotech: With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management. by Grant’s Current Yield Podcast
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Destruction of value: With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon." by Grant’s Current Yield Podcast
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BEHIND THE SCENES: Jim, Evan and Phil discuss how an issue of Grant's comes together. by Grant’s Current Yield Podcast
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Digital Landlords: With special guest, Adam Simmons, the co-founder and president of Dgtl Infra. by Grant’s Current Yield Podcast
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The Right Information That Matters: With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors. by Grant’s Current Yield Podcast
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ALL THINGS TELECOM: With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson. by Grant’s Current Yield Podcast
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The Nature and Essence of Interest: With special guest, Edward Chancellor, the author of "The Price of Time." by Grant’s Current Yield Podcast
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Making Markets: With special guest, Doug Cifu, CEO of Virtu Financial. by Grant’s Current Yield Podcast
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Discover this podcast and so much more

Non-linear returns

Non-linear returns

Description

Titles in the series (100)

More Episodes from Grant’s Current Yield Podcast