podcast image for Grant’s Current Yield Podcast
Grant’s Current Yield Podcast
Description

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!

Episodes
  • 2025 / 6 / 4
    NOTHING NEW UNDER THE SUN

    With special guest Jamie Sprayregen, vice chairman of Hilco Global.

  • 2025 / 4 / 25
    PRICE AS YOUR GUIDE

    With special guest Matthew McLennan, portfolio manager at First Eagle Investments.

  • 2025 / 3 / 24
    IN A TROUBLED WAY

    With special guest, Seth Weissman, founder and president of Urban Standard Capital.

  • 2025 / 3 / 14
    REALLY GOOD BREAKS

    With special guest David Dredge, CIO and CEO of Convex Strategies.

  • 2025 / 2 / 11
    BUTTONED-UP BORROWERS

    With special guest Keri Findley, founder and CEO of Tacora Capital Management.

  • 2025 / 1 / 23
    PARALLELS TO HISTORY

    With special guest Christopher Whalen, chairman of Whalen Global Advisors.

  • 2024 / 12 / 11
    BACK TO THE FUTURE

    With special guest Steven Bogden, investment and geopolitical strategist.

  • 2024 / 11 / 20
    GROWTH AND PROFITABILITY

    With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.

  • 2024 / 10 / 18
    NOT SO GOOD NEWS

    With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.

  • 2024 / 9 / 16
    LONG IN THE TOOTH

    With special guest Dave Breazzano, head of credit at Polen Capital.

  • 2024 / 8 / 6
    THE NEXT MELTDOWN

    With special guest Richard Byrne, president of Benefit Street Partners.

  • 2024 / 7 / 10
    INTERNATIONAL VALUE MYSTERIES

    With special guest David Samra, managing director of Artisan Partners.

  • 2024 / 7 / 3
    A COMPELLING MODEL

    With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.

  • 2024 / 6 / 26
    UNRECOGNIZED LOSSES

    With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.

  • 2024 / 6 / 12
    MANIFESTATION OF EARNINGS

    With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.

  • 2024 / 5 / 17
    A MATTER OF PERSPECTIVE

    With special guest Sean Fieler, president and CIO of Equinox Partners.

  • 2024 / 5 / 8
    INNER WORKINGS

    Behind the scenes at Grant's with Jim, Evan and Phil.

  • 2024 / 4 / 29
    OPPORTUNITIES IN COMEUPPANCE

    With special guest Dan Zwirn, CEO and CIO of Arena Investors.

  • 2024 / 4 / 3
    The ABCs of CLOs

    With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.

  • 2024 / 3 / 20
    THE BUSINESS OF INCOME

    With special guest Daniel Peris of Federated Hermes.

  • 2024 / 3 / 8
    INFLATIONARY INSURANCE

    With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.

  • 2024 / 2 / 22
    AROUND THE BEND

    With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.

  • 2023 / 12 / 20
    BIG THINGS COME IN SMALL PACKAGES

    With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.

  • 2023 / 12 / 14
    A CURRENCY AFFAIR

    With special guest Brent Donnelly, president of Spectra Markets.

  • 2023 / 12 / 1
    MURDER BY HIGHER RATES

    With special guest Jim Bianco, president and macro strategist at Bianco Research.

  • 2023 / 11 / 2
    THE WORLD'S RUNNER-UP

    With special guest Shehzad Qazi, managing director of China Beige Book International.

  • 2023 / 9 / 20
    DIVING INTO A SCAM

    With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

  • 2023 / 8 / 2
    ABSOLUTLEY INADMISSIBLE IDEAS

    With special guest Martin Hutchinson, author of The Bear's Lair.

  • 2023 / 7 / 19
    DISTRESSED DEBT EXPERTS

    With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.

  • 2023 / 7 / 12
    VALUE RESTORATION PROJECT

    With special guest Seth A. Klarman, CEO of the Baupost Group.

  • 2023 / 7 / 6
    NO LEARNING, ONLY CYCLES

    With special guest Douglas J. Lucas, creator of Stories.Finance.

  • 2023 / 6 / 22
    SOME OF THE OLD TIME RELIGION

    With special guest John D. Spears, Managing Director of Tweedy, Browne.

  • 2023 / 6 / 6
    NO EQUITY IN EQUITIES

    With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.

  • 2023 / 5 / 25
    DISPATCHES FROM THE OPPOSITION

    With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.

  • 2023 / 4 / 28
    Non-linear returns

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

  • 2023 / 4 / 13
    SMALL CAP HUNTING

    With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.

  • 2023 / 3 / 29
    VALUE IN THE REVILED

    With special guests Michael and Samuel Ashner of Winthrop Capital Partners.

  • 2023 / 3 / 15
    Valuation, Demographics, Urbanization

    With special guest John Haskell, founder and chief investment officer of Atla Capital Management.

  • 2023 / 2 / 28
    Market Neutral Returns

    With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.

  • 2023 / 2 / 7
    Value in biotech

    With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.

  • 2023 / 1 / 19
    Destruction of value

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

  • 2022 / 11 / 4
    BEHIND THE SCENES

    Jim, Evan and Phil discuss how an issue of Grant's comes together.

  • 2022 / 9 / 23
    Digital Landlords

    With special guest, Adam Simmons, the co-founder and president of Dgtl Infra.

  • 2022 / 9 / 9
    The Right Information That Matters

    With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors.

  • 2022 / 8 / 3
    ALL THINGS TELECOM

    With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.

  • 2022 / 6 / 30
    The Nature and Essence of Interest

    With special guest, Edward Chancellor, the author of "The Price of Time."

  • 2022 / 6 / 13
    Making Markets

    With special guest, Doug Cifu, CEO of Virtu Financial.

  • 2022 / 5 / 20
    Inflation!

    With special guest, Steve Forbes, the chairman and editor-in-chief of Forbes Media.

  • 2022 / 4 / 20
    Real Estate 360

    In conversation with Jonathan Litt, founder and CIO of Land & Buildings.

  • 2022 / 4 / 15
    The 70% Club

    With special guest, Martin Hale, technology reinvention specialist and founder of Hale Capital Partners.