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Grant's Current Yield Podcast

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.

Nov 10, 202546 min

A CERTAIN SKEPTICISM

With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors.

Jul 9, 202534 min

A PROMISE TO PAY

With special guest Michael Haynes, head of private credit at Beach Point Capital Management.

Jun 26, 202543 min

NOTHING NEW UNDER THE SUN

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

Jun 4, 202543 min

PRICE AS YOUR GUIDE

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

Apr 25, 202537 min

IN A TROUBLED WAY

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

Mar 24, 202546 min

REALLY GOOD BREAKS

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

Mar 14, 202540 min

BUTTONED-UP BORROWERS

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

Feb 11, 202535 min

PARALLELS TO HISTORY

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

Jan 23, 202547 min

BACK TO THE FUTURE

With special guest Steven Bogden, investment and geopolitical strategist.

Dec 11, 202438 min

GROWTH AND PROFITABILITY

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

Nov 20, 202431 min

NOT SO GOOD NEWS

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

Oct 18, 202432 min

LONG IN THE TOOTH

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

Sep 16, 202438 min

THE NEXT MELTDOWN

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

Aug 6, 202429 min

INTERNATIONAL VALUE MYSTERIES

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

Jul 10, 202435 min

A COMPELLING MODEL

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

Jul 3, 202439 min

UNRECOGNIZED LOSSES

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

Jun 26, 202434 min

MANIFESTATION OF EARNINGS

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

Jun 12, 202434 min

A MATTER OF PERSPECTIVE

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

May 17, 202442 min

INNER WORKINGS

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

May 8, 202429 min

OPPORTUNITIES IN COMEUPPANCE

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

Apr 29, 202427 min

The ABCs of CLOs

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

Apr 3, 202430 min

THE BUSINESS OF INCOME

With special guest Daniel Peris of Federated Hermes.

Mar 20, 202429 min

INFLATIONARY INSURANCE

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

Mar 8, 202432 min

AROUND THE BEND

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

Feb 22, 202436 min

BIG THINGS COME IN SMALL PACKAGES

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

Dec 20, 202336 min

A CURRENCY AFFAIR

With special guest Brent Donnelly, president of Spectra Markets.

Dec 14, 202338 min

MURDER BY HIGHER RATES

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

Dec 1, 202340 min

THE WORLD'S RUNNER-UP

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

Nov 2, 202333 min

DIVING INTO A SCAM

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

Sep 20, 202343 min

ABSOLUTLEY INADMISSIBLE IDEAS

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

Aug 2, 202344 min

DISTRESSED DEBT EXPERTS

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

Jul 19, 202346 min

VALUE RESTORATION PROJECT

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

Jul 12, 202343 min

NO LEARNING, ONLY CYCLES

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

Jul 6, 202327 min

SOME OF THE OLD TIME RELIGION

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

Jun 22, 202331 min

NO EQUITY IN EQUITIES

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

Jun 6, 202334 min

DISPATCHES FROM THE OPPOSITION

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

May 25, 202336 min

Non-linear returns

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

Apr 28, 202334 min

SMALL CAP HUNTING

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

Apr 13, 202334 min

VALUE IN THE REVILED

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

Mar 29, 202343 min

Valuation, Demographics, Urbanization

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

Mar 15, 202340 min

Market Neutral Returns

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

Feb 28, 202342 min

Value in biotech

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

Feb 7, 202328 min

Destruction of value

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

Jan 19, 202347 min

BEHIND THE SCENES

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

Nov 4, 202230 min

Digital Landlords

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

Sep 23, 202235 min

The Right Information That Matters

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

Sep 9, 202245 min

ALL THINGS TELECOM

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

Aug 3, 202237 min

The Nature and Essence of Interest

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

Jun 30, 202242 min

Making Markets

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

Jun 13, 202236 min