Grant’s Current Yield Podcast
By Grant's Interest Rate Observer
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!
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NOTHING NEW UNDER THE SUN
Jim Grant and Eva Lorenz interview Jamie Sprayregen about historical debt restructuring, market stability, and the implications of government credit risks amid rising interest rates.
liability managementdebt restructuringU.S. TreasuryHamilton's debt exercisecredit riskmarket dissonanceprivate equity backupinterest rate riseprivate creditleverage loansmarket stabilitygovernment defaultrestructuring negotiationsmarket chaosmoral aspects of distress transactions - 37:43
PRICE AS YOUR GUIDE
In this episode, Jim Grant and Evan Lorenz interview Matthew McLennan about value investing amid macroeconomic discontinuities, the role of gold in portfolios, and current market valuations.
value investingmacroeconomic discontinuitymarket position advantageportfolio diversificationgold as hedgemarket valuationsfiscal policy impactWarren Buffett cash holdingsUS-China tariffsmarket volatilityinvestment riskasset scarcityreversion to the meanportfolio protectiondiscontinuity risk - 46:45
IN A TROUBLED WAY
In this episode, Jim Grant and Evan Lorenz discuss the current state of commercial real estate with Seth Weissman, focusing on the challenges and opportunities in the market, particularly in light of rising interest rates and changing demand dynamics.
commercial real estateinterest ratesSeth WeissmanUrban Standard Capitalcredit investmentsregulatory restrictionsoffice spaceremote workSignature BankBlackstoneCMB delinquencyreal estate marketinvestment opportunitieshousing supplyeconomic trends - 40:52
REALLY GOOD BREAKS
In this episode, Jim Grant and Evan Lorenz discuss market volatility with David Dredge, focusing on the implications of current economic policies and historical parallels.
volatilityDavid DredgeMonetary Authority of SingaporeCOVID-19GermanyJapanChinaFTXDonald Trumpmarket dynamicsinterest rateseconomic policiesrisk managementfinancial marketsasymmetric risks - 35:50
BUTTONED-UP BORROWERS
In this episode, Jim Grant and Evan Lorenz discuss asset-based lending with Keri Findley, exploring the intricacies of her business model and the current credit environment.
asset-based lendingKeri FindleyTacora Capital Managementcredit environmentventure capitalprivate equityinterest ratescommercial real estatefinancial assetsborrowingscaling riskCLOsAcreSureSilicon Valley BankTrump coin - 47:27
PARALLELS TO HISTORY
In this episode, Jim Grant and Evan Lorenz discuss financial history and current banking conditions with Christopher Whalen, focusing on the parallels between past and present economic situations.
bankingfinancial historyFannie MaeFreddie MacFederal Reserveinflationmortgage-backed securities - 31:44
GROWTH AND PROFITABILITY
In this episode, Dev Kantesaria discusses his investment philosophy and strategies as the founder of Valley Forge Capital Management.
growthprofitabilityAIinvestingbusiness quality - 32:21
NOT SO GOOD NEWS
In this episode, Jim Grant and Evan Lorenz discuss inflation trends with Lakshman Achuthan, focusing on the persistence of inflation and its implications for the economy.
inflationeconomic cyclesLakshman AchuthanFederal ReserveTreasury yieldmonetary policyeconomic resilience - 37:59
LONG IN THE TOOTH
The episode discusses the current credit cycle, highlighting the importance of individual company credit quality, the differences between publicly traded bonds and private credit, and the impact of the rising interest rate environment on highly leveraged companies.
credit cycleprivate creditinterest rate environmentbalance sheetsbusiness modelsdefault riskscredit quality