
Grant's Current Yield Podcast
209 episodes — Page 1 of 5
OBSCURING THE CYCLE
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
A CERTAIN SKEPTICISM
With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors.
A PROMISE TO PAY
With special guest Michael Haynes, head of private credit at Beach Point Capital Management.
NOTHING NEW UNDER THE SUN
With special guest Jamie Sprayregen, vice chairman of Hilco Global.
PRICE AS YOUR GUIDE
With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
IN A TROUBLED WAY
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
REALLY GOOD BREAKS
With special guest David Dredge, CIO and CEO of Convex Strategies.
BUTTONED-UP BORROWERS
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
PARALLELS TO HISTORY
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
BACK TO THE FUTURE
With special guest Steven Bogden, investment and geopolitical strategist.
GROWTH AND PROFITABILITY
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
NOT SO GOOD NEWS
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
LONG IN THE TOOTH
With special guest Dave Breazzano, head of credit at Polen Capital.
THE NEXT MELTDOWN
With special guest Richard Byrne, president of Benefit Street Partners.
INTERNATIONAL VALUE MYSTERIES
With special guest David Samra, managing director of Artisan Partners.
A COMPELLING MODEL
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
UNRECOGNIZED LOSSES
With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.
MANIFESTATION OF EARNINGS
With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.
A MATTER OF PERSPECTIVE
With special guest Sean Fieler, president and CIO of Equinox Partners.
INNER WORKINGS
Behind the scenes at Grant's with Jim, Evan and Phil.
OPPORTUNITIES IN COMEUPPANCE
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
The ABCs of CLOs
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
THE BUSINESS OF INCOME
With special guest Daniel Peris of Federated Hermes.
INFLATIONARY INSURANCE
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
AROUND THE BEND
With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
BIG THINGS COME IN SMALL PACKAGES
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
A CURRENCY AFFAIR
With special guest Brent Donnelly, president of Spectra Markets.
MURDER BY HIGHER RATES
With special guest Jim Bianco, president and macro strategist at Bianco Research.
THE WORLD'S RUNNER-UP
With special guest Shehzad Qazi, managing director of China Beige Book International.
DIVING INTO A SCAM
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."
ABSOLUTLEY INADMISSIBLE IDEAS
With special guest Martin Hutchinson, author of The Bear's Lair.
DISTRESSED DEBT EXPERTS
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
VALUE RESTORATION PROJECT
With special guest Seth A. Klarman, CEO of the Baupost Group.
NO LEARNING, ONLY CYCLES
With special guest Douglas J. Lucas, creator of Stories.Finance.
SOME OF THE OLD TIME RELIGION
With special guest John D. Spears, Managing Director of Tweedy, Browne.
NO EQUITY IN EQUITIES
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
DISPATCHES FROM THE OPPOSITION
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
Non-linear returns
With special guest Harley S. Bassman, managing partner at Simplify Asset Management.
SMALL CAP HUNTING
With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
VALUE IN THE REVILED
With special guests Michael and Samuel Ashner of Winthrop Capital Partners.
Valuation, Demographics, Urbanization
With special guest John Haskell, founder and chief investment officer of Atla Capital Management.
Market Neutral Returns
With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.
Value in biotech
With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.
Destruction of value
With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."
BEHIND THE SCENES
Jim, Evan and Phil discuss how an issue of Grant's comes together.
Digital Landlords
With special guest, Adam Simmons, the co-founder and president of Dgtl Infra.
The Right Information That Matters
With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors.
ALL THINGS TELECOM
With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.
The Nature and Essence of Interest
With special guest, Edward Chancellor, the author of "The Price of Time."
Making Markets
With special guest, Doug Cifu, CEO of Virtu Financial.