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!
What You'll Get...
- Clear and unconventional thinking
- Analysis both micro and macro
- Ideas both long and short across a range of asset classes
- 33+ years of archived material --yours to browse for free
- Writing you’d read for pleasure alone.
| Name | Description | Released | Duration | Play |
|---|---|---|---|---|
| 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. 2:25: Everything in #Illinois is going broke 6:07: Flattening yield curve, this time is... | 6/26/2017 | 24:47 | 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.
1:31 - The #Fed is... |
6/19/2017 | 16:13 | Listen |
| Taxi! Taxi! | Uber comes under the Grant's lens. | 6/2/2017 | 23:11 | Listen |
| The biggest pyramid scheme the world has yet seen | Grant’s talks to China authority Anne-Stevenson-Yang. | 5/26/2017 | 28:46 | Listen |
| Best statesman, worst investor | Risk management as taught by---among others---Sir Winston Churchill | 5/18/2017 | 17:44 | Listen |
| Vol’ is the only asset class | The ABCs, and the XYZs, of volatility with Christopher Cole of Artemis Capital Management | 5/15/2017 | 31:34 | Listen |
| The costs of tranquility | A talk with Dean Curnutt, founder and CEO of Macro Risk Advisors | 5/12/2017 | 31:12 | Listen |
| See here, Ben Bernanke |
A
short
survey
of
grotesqueries
in
the
world
that
the
central
banks
made.
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?... |
5/4/2017 | 18:22 | Listen |
| Capital controls in your future? |
Special
guest
Russell
Napier
talks
with
Jim
Grant
about
the
coming
tumult
in
currencies
and
interest
rates.
3:50 - Why Singapore government debt is the best long idea 6:56 - Are there any strong currencies? 9:33 - Death of mercantilism 12:45 - Napier on... |
4/24/2017 | 26:53 | 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.
1:53 - French Presidential election... |
4/20/2017 | 13:40 | Listen |
| Free speech for bears |
Special
guest
Marc
Cohodes
runs
Alder
Lane
Farm
and
is
a
famed
short
seller
and
bull
fighter.
Twitter:
@AlderLaneeggs
0:29 - Identifying short ideas 7:02 - Cohodes on his approach 12:12 - stamps.com model 23:23 - Cohodes on Bank of the Internet 28:51 What’s... |
4/6/2017 | 34:17 | 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.
1:27 - Grant & Lorenz on Jeffrey... |
4/6/2017 | 16:33 | 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.
1:33 - Lorenz on the Eurodollar... |
3/23/2017 | 09:39 | 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?... | 3/8/2017 | 15:08 | 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.
0:24 - Inside the latest edition of Grant's 2:10 - Lorenz on auto-lending 5:27 - Warren Buffett & leveraged... |
2/22/2017 | 12:20 | 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.
1:40 - Nature of cycles & interest rates 6:35 - What the current market climate means... |
1/27/2017 | 20:06 | 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.
0:28 - Introduction & history of Jim Grant of Grant’s Interest Rate... |
1/26/2017 | 19:31 | Listen |
