Grant's Current Yield Podcast

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

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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

@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

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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.

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

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

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

Jim, Evan and Phil recap highlights from the Grant's 2019 fall conference and discuss a recent sea change in the business environment. 1:49 #Uber, #Grubhub and business model limitations 6:20 Private equity's smooth marks 10:45 Fair and foul, and foul fair 14:12 World Series postmortem 18:50 Balance sheet ignition 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

Twitter user @Donutshorts calls in to discuss his investment process, assess the world at large and identify some companies which may offer compelling opportunities on the long and short side.

0:55 Positioning in an "everything bubble"

6:15 WeWork and trouble in tier-one real estate

11:30 Low rates in the U.S., negative rates elsewhere. Convergence coming?

17:30 Opportunities and risks in the energy patch

20:20 Uber, unicorns and free money

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

Rick Rule, president and CEO of Sprott U.S.A. Holdings, Inc., calls in to discuss the outlook for precious metals and offer suggestions on the best ways to invest. http://www.sprottusa.com @RealRickRule 1:26 A word from Lord Liverpool 5:30 Rick's view of cryptocurrencies 10:57 How to buy gold? 14:30 The outlook for mining shares 20:48 "I just believe it goes higher"

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