<p>Last fall, #Verdad Advisors founder and CIO Dan Rasmussen warned the #Grant’s conference audience against an over-reliance on private equity.  His remarks follow.</p> <p>@verdadcap</p> <p>Tweet Us! @GrantsPub</p> <p>Call Us: 212-809-7994</p> <p>Email Us: <a href= "mailto:podcast@grantspub.com">podcast@grantspub.com</a></p> <p>Subscribe to Grant's: <a href= "http://www.grantspub.com/pod2020">www.grantspub.com/pod2020</a></p> <p>Signup for our Almost Daily #Grant's: www.grantspub.com/ADG</p>

Last fall, #Verdad Advisors founder and CIO Dan Rasmussen warned the #Grant’s conference audience against an over-reliance on private equity.  His remarks follow. @verdadcap Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant's: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant's: www.grantspub.com/ADG

Grant’s Current Yield Podcast | Finance Expert Jim Grant on Investment, Stock Markets, Real Estate & Federal Reserve

Your biggest mistake

<p>Wendy Battleson and Giulia Costantini, co-founders at Art Strategy Partners, join this week's episode.</p> <p>Tweet Us! @GrantsPub</p> <p>Call Us: 212-809-7994</p> <p>Email us: <a href= "mailto:podcast@grantspub.com">podcast@grantspub.com</a></p> <p>Subscribe to Grant’s: <a href= "http://www.grantspub.com/pod2020">www.grantspub.com/pod2020</a></p> <p>Sign up for our Almost Daily #Grants: <a href= "http://www.grantspub.com/ADG">www.grantspub.com/ADG</a></p>

Wendy Battleson and Giulia Costantini, co-founders at Art Strategy Partners, join this week's episode. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG

Painting A Picture

<p>E.J. McMahon, an adjunct fellow at the Manhattan Institute and research director of the Empire Center for Public Policy, joins the show to discuss the sorry state of #NewYorkFinances.  @EjMEj</p> <p>Tweet Us! @GrantsPub</p> <p>Call Us: 212-809-7994</p> <p>Email us: podcast@grantspub.com</p> <p>Subscribe to Grant’s: www.grantspub.com/pod2020</p> <p>Sign up for our Almost Daily #Grants: www.grantspub.com/ADG</p>

E.J. McMahon, an adjunct fellow at the Manhattan Institute and research director of the Empire Center for Public Policy, joins the show to discuss the sorry state of #NewYorkFinances.  @EjMEj Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG

The Empire Strikes Out

<p>Charles L. Norton, co-portfolio manager at the Vitium Global Fund, identifies #investment opportunities off the contemporary beaten path.</p> <p>Tweet Us! @GrantsPub</p> <p>Call Us: 212-809-7994</p> <p>Email us: podcast@grantspub.com</p> <p>Subscribe to Grant’s: www.grantspub.com/pod2020</p> <p>Sign up for our Almost Daily Grants: www.grantspub.com/ADG</p>

Charles L. Norton, co-portfolio manager at the Vitium Global Fund, identifies #investment opportunities off the contemporary beaten path. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG

ESG, avert your ears

<p>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.”</p> <p>Tweet Us! @GrantsPub</p> <p>Call Us: 212-809-7994</p> <p>Email us: podcast@grantspub.com</p> <p>Subscribe to Grant’s: www.grantspub.com/pod2020</p> <p>Sign up for our Almost Daily Grants: www.grantspub.com/ADG</p>

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: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG

Picks and pans in biotech

<p>“Impossible is extinct”</p> <p>2:54 High-yield: record defaults to below average in one year.</p> <p>4:47 Car company goes to the moon.</p> <p>7:00 Europe – the hotbed of “impossible”</p> <p>11:58 “Impossible” through the decades.</p> <p>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></p>

“Impossible is extinct” 2:54 High-yield: record defaults to below average in one year. 4:47 Car company goes to the moon. 7:00 Europe – the hotbed of “impossible” 11:58 “Impossible” through the decades. 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

Impossible is extinct

<div>Public debt - does it matter?</div> <div> </div> <div>1:12 Diminishing GDP returns</div> <div>7:34 Tax 2.0 and the “end of cycles”</div> <div>15:10 Shifting price action, shifting rationalizations</div> <div>17:03 What does the repo flare up indicate for the investment demand for public debt?</div> <div> </div> <div>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></div>

Public debt - does it matter?   1:12 Diminishing GDP returns 7:34 Tax 2.0 and the “end of cycles” 15:10 Shifting price action, shifting rationalizations 17:03 What does the repo flare up indicate for the investment demand for public debt?   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

Public debt - does it matter?

<p>Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet.</p> <p>2:33 Climate primer and the risks of rising C02</p> <p>7:17 What’s different this time?11:50 Assessing potential remedies</p> <p>18:30 A cook’s tour of NIO, Inc.</p> <p>24:13 Making sense of high short interest</p> <p>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2"> iTunes</a>, <a href= "https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></p>

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

Quick Change

<p>Ronald Stoeferle, managing partner at <a href= "https://www.incrementum.li/en/">Incrementum AG,</a> calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings.</p> <p>4:22 Institutional distrust means opportunity</p> <p>11:34 Deflation and the U.S. dollar</p> <p>18:14 The miners: a dismal past but a better future?</p> <p>25:09 Gold and crypto, monetary cousins</p> <p>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></p>

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

The gold show

<div>Jim Grant delivers a holiday message and review of 2019 financial events.</div> <div> </div> <div>1:15 The state of the world as 2020 looms.</div> <div> </div> <div>7:45 All things cyclical</div> <div> </div> <div>11:30 The repo hiccup and unscripted events.</div> <div> </div> <div>17:15 UST margin demand: a product of unnaturally-low rates?</div> <div> </div> <div>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a title="http://www.grantspub.com/" href= "http://www.grantspub.com/">http://www.grantspub.com</a></div>

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

Home Alone

<p>@AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book.</p> <p>http://www.amityshlaes.com</p> <p>2:24 #BrettonWoods and the “bonanza”</p> <p>8:50 Michael Harrington goes to Washington </p> <p>13:10 Arthur Burns: A Greek tragedy</p> <p>19:45 Presidential pressure on the Fed, then and now</p> <table style="height: 98px;"> <tbody> <tr style="height: 98px;"> <td style="height: 98px; width: 469.21875px;"> <p>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></p> </td> </tr> </tbody> </table> <p> </p>

@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  

Winter reading

<div>Each analyst identifies a notable recent event. Jim provides a winter reading recommendation.</div> <div> </div> <div>1:40 Dazed and confused</div> <div>4:18 Crude oil and the VC market</div> <div>10:24 Jim reviews “#1931” by #TobiasStraumann (shorturl.at/ioJS0)</div> <div> </div> <div>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a title="http://www.grantspub.com/" href= "http://www.grantspub.com/">http://www.grantspub.com</a>.</div> <div> </div> <div> </div>

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.    

Around the horn

<p>Don Coxe, chairman at Coxe Advisors LLP and commodity investor <em>par excellence</em>, calls in to discuss the latest in agriculture and its implications. www.coxeadvisors.net/</p> <p>1:31 A contrarian look at the climate</p> <p>8:38 An opportunity in natural gas?</p> <p>14:07 The Maunder Minimum</p> <p>17:20 A new commodity boom:  Wither inflation?</p> <p>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a href= "http://www.grantspub.com/">http://www.grantspub.com</a></p>

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

Growth Market

<div>Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com</div> <div> </div> <div>1:10 #Apple worth more than the entire energy sector</div> <div> </div> <div>4:19 What’s happening with shale?</div> <div> </div> <div>12:21 Tier-one wells on the wane</div> <div> </div> <div>18:43 Bargains abound in energy</div> <div> </div> <div>Subscribe to Grant’s Podcast on <a title= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2" href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a title= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y" href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a title="http://www.grantspub.com/" href= "http://www.grantspub.com/">http://www.grantspub.com</a></div>

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

It's a gusher

<div>In October 2017, Marc Cohodes unveiled a new idea to the Grant’s conference crowd.</div> <div>@AlderLaneeggs</div> <div> </div> <div>His remarks follow.</div> <div>3:20 Free speech - for the bulls</div> <div>18:58 Taking things personally</div> <div>28:45 A common theme</div> <div>35:12 “This is not a game”</div> <div> </div> <div>Subscribe to Grant’s Podcast on <a href= "https://podcasts.apple.com/us/podcast/grants-podcast/id1207583745?mt=2">iTunes</a>, <a href="https://www.stitcher.com/podcast/clns-radio-online-sports-talk-radio/grants-podcast-finance-w-jim-grant">Stitcher</a>, <a href="https://www.iheart.com/podcast/263-Grant%E2%80%99s-Interest-Ra-28372830/">iHeart Radio </a>and <a href= "https://play.google.com/music/listen#/ps/Isscvxicmds6ro6dfquyo6kmx7y">Google Play Music. </a>Grant’s Interest Rate Observer is available at <a title="http://www.grantspub.com/" href= "http://www.grantspub.com/">http://www.grantspub.com</a></div>

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

A short-seller in action

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 Current Yield Podcast!

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Grant’s Current Yield Podcast | Finance Expert Jim Grant on ...

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