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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!
Breaking the American economy
With special guest, Chris Leonard, author of "The Lords of Easy Money."
41:5217/01/2022
Beneath the surface
Special guest Dean Curnutt, founder and CEO of Macro Risk Advisors, joins this week's episode.
31:5010/12/2021
The insider's guide to operations
With special guest, Scott Matthews, vice president of global operations at Hygiena, Inc.
23:0323/11/2021
When everything's absurd
In conversation with, the comedian, Remy Munasifi.
37:4529/09/2021
The great startup delusion
With special guest, Eliot Brown, co-author or "The Cult of We."
27:1305/08/2021
Short selling across the pond
With special guest, Matthew Earl, managing partner and founder of ShadowFall Capital & Research.
29:3211/06/2021
A place for bonds?
In conversation with Peter Chiappinelli of GMO’s asset allocation team.
35:5902/06/2021
Asymmetric returns in crypto
In conversation with Paul Brodsky, managing partner at PostModern Partners.
30:5423/04/2021
Engine of Inequality
With special guest, Karen Petrou, co-founder and managing partner at Federal Financial Analytics.
34:1609/04/2021
Tech phoenixes
In conversation with Martin Hale, Jr., CEO and portfolio manager at Hale Capital Partners.
30:1015/03/2021
Real Estate after COVID
With special guest, Michael Knott, head of U.S. REIT research at Green Street.
30:0211/03/2021
Deeper into the numbers
With special guests, Tom Beevers and Jules Hull of StockViews.
26:5123/02/2021
All about SPACs
In conversation with Julian Klymochko, founder and chief investment officer at Accelerate Financial Technologies.
25:1116/02/2021
Read the footnotes
With special guest, Anthony Canale, global head of research at Covenant Review.
27:5207/01/2021
Real estate roundtable
https://www.linkedin.com/company/urban-standard-capital/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
25:1012/11/2020
ESG 101
@MassifCap https://www.linkedin.com/company/massif-capital Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
24:2702/11/2020
Inflation protection that wins.
https://www.linkedin.com/in/nancyquadratic/ https://quadraticllc.com Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
28:5816/10/2020
Down South
https://www.linkedin.com/in/john-haskell-092a118/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
24:3914/10/2020
As the world turns
@businesscycle https://www.linkedin.com/in/lakshmanachuthan/ Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
24:5706/10/2020
Dress rehearsal
@GuggenheimPtnrs Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
33:0126/09/2020
Value investing and jazz
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29:5916/09/2020
Vacation delectation
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24:1611/08/2020
Price, behavior and fundamentals: Where the rubber meets the road.
https://www.linkedin.com/in/dean-curnutt-4060157/ @Dcurnutt Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: [email protected] Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG
41:1229/07/2020
Inflation station
22:2614/07/2020
Prolific and prophetic
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28:0624/06/2020
Yield curve, under control?
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28:2504/06/2020
Bond fun
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28:4327/05/2020
Class is in session
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37:3529/04/2020
Love and youth and spring
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20:4017/04/2020
The Grice Man cometh
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26:2301/04/2020
What now?
32:4727/03/2020
Your biggest mistake
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32:1314/03/2020
Painting A Picture
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31:5303/03/2020
The Empire Strikes Out
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31:1128/02/2020
ESG, avert your ears
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24:2525/02/2020
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.” Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: [email protected] Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG
19:5513/02/2020
Impossible is extinct
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
23:5507/02/2020
Public debt-does it matter?
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
21:1102/02/2020
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
31:1822/01/2020
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
33:5422/01/2020
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
24:1227/12/2019
Winter reading
@AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book. http://www.amityshlaes.com 2:24 #BrettonWoods and the “bonanza” 8:50 Michael Harrington goes to Washington 13:10 Arthur Burns: A Greek tragedy 19:45 Presidential pressure on the Fed, then and now 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
29:3922/12/2019
Around the horn
Each analyst identifies a notable recent event. Jim provides a winter reading recommendation. 1:40 Dazed and confused 4:18 Crude oil and the VC market 10:24 Jim reviews “#1931” by #TobiasStraumann (shorturl.at/ioJS0) 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.
21:2315/12/2019
Growth Market
Don Coxe, chairman at Coxe Advisors LLP and commodity investor par excellence, calls in to discuss the latest in agriculture and its implications. www.coxeadvisors.net/ 1:31 A contrarian look at the climate 8:38 An opportunity in natural gas? 14:07 The Maunder Minimum 17:20 A new commodity boom: Wither inflation? 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
25:4106/12/2019
It's a gusher
Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com 1:10 #Apple worth more than the entire energy sector 4:19 What’s happening with shale? 12:21 Tier-one wells on the wane 18:43 Bargains abound in energy 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
27:4822/11/2019
A short-seller in action
In October 2017, Marc Cohodes unveiled a new idea to the Grant’s conference crowd. @AlderLaneeggs His remarks follow. 3:20 Free speech - for the bulls 18:58 Taking things personally 28:45 A common theme 35:12 “This is not a game” 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
47:3316/11/2019
Let the analytics department pitch to Drumbowski
Jim, Evan and Phil recap highlights from the Grant’s 2019 fall conference and discuss a recent sea change in the business environment. 1:49 #Uber, #Grubhub and business model limitations 6:20 Private equity’s smooth marks 10:45 Fair and foul, and foul fair 14:12 World Series postmortem 18:50 Balance sheet ignition 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
22:0208/11/2019
Time to make the Donuts
Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side. 0:55 Positioning in an “everything bubble” 6:15 WeWork and trouble in tier-one real estate 11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming? 17:30 Opportunities and risks in the energy patch 20:20 Uber, unicorns and free money 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
26:3718/10/2019
Goldfinger
Rick Rule, president and CEO of Sprott U.S.A. Holdings, Inc., calls in to discuss the outlook for precious metals and offer suggestions on the best ways to invest. http://www.sprottusa.com @RealRickRule 1:26 A word from Lord Liverpool 5:30 Rick’s view of cryptocurrencies 10:57 How to buy gold? 14:30 The outlook for mining shares 20:48 “I just believe it goes higher” 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
27:4111/10/2019
Don’t fear the repo
George Selgin, director of the #Cato Institute's center for monetary and financial alternatives, calls in to discuss remarkable recent events in the banking system and the potential implications. @GeorgeSelgin 1:21 A money market which fails to clear 5:45 Interest on excess reserves: Unintended consequences 11:24 Too much collateral = too much debt? 15:50 More QE on the way 20:10 Fixes to fixes to fixes 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
25:2403/10/2019