Grant's Current Yield Podcast

Jim and Evan discuss recent happenings, with European credit and banking in focus.

1:32 French 30-year sovereigns offer "solid yields."

3:40 Deutsche Bank, the big sick puppy

9:19 European banks and the so-called capital relief trade

10:45 Memorializing Dodgers great Don Newcombe

11:51 Amazon.com's puffer jacket

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As Japan marks 20 years of ultra-low rates, Jim and Phil take a look at monetary policies around the world. Jim shares his current reading list. 1:47 How long's secular? 3:50 Negative interest rates: a compendium 10:36 Grant's book club 14:57 The Fed's solvency, or lack thereof

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Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern administrative state. 4:17 The "menacing" language of compliance 9:30 #Gold, negative-yielding bonds and safety 16:53 Jim's reading list .@S_Mikhailovich www.bullionreserve.com

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Russell Napier, independent strategist and co-founder of the Electronic Research Interchange, joins the program to discuss the state of financial markets and his thought-provoking recent essay in the Financial Times.

3:18 "There's a global monetary system?"

6:06 Central bank credit and "the savings glut"

11:28 Treasury yields: The world's most reflexive asset class

18:35 "The People's Bank of China can inflate the whole world"

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Alex J. Pollock, distinguished senior fellow at the R Street Institute in Washington and former president of the Federal Home Loan Bank of Chicago, calls in to discuss the state of our central bank's own finances. @RSI @FHLBC

3:07 Unrealized losses and the printing press

6:27 Treasury issuance and the Fed

9:45 Negative capital. Does it matter?

15:55 Partially paid-in capital; echoes of the banking partnerships of old

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The usual suspects discuss an array of financial happenings, while Jim recaps a recent Grant's field trip. 1:20 Economists and diversity 7:31 @McDonalds franchisees; they ain't lovin' it 10:51 Buffalo bash 16:17 New year, new ideas? Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Keith Bronstein, commodities guru and president of TradeLink Holdings, LLC, calls in to discuss futures, interest rates and his latest big idea.

2:12 An opportunity in #eurodollar futures?

9:50 No-bid futures and modern finance

13:25 "Instability isn't considered instability when prices rise"

20:01 Assessing the #Fed's next moves

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Bob Farrell, longtime Merrill Lynch head of research, celebrated market technician and author of the widely cited 10 Rules for Investors, calls in to share his insights with Grant's.

2:21 What's changed, and what's the same

6:40 "Excesses in one direction lead to excesses in another." Does that apply to interest rates?

11:20 Capital allocation strategies in a lower-return environment

16:49 Buy and hold and cyclical fluctuations

20:13 Contrarian ideas right now

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Wendy Battleson, co-founder and principal of Art Strategy Partners, shares her expertise on the state of the market and its connection with other asset prices

1:48 Banksy's self-destruct button

6:10 Guaranteed bids – for a fee

11:21 Inflation in Warhol's

17:16 The art market; an extension of Wall Street?

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Michelle Leder, reporter and founder of Footnoted.com, stops by to discuss recent trends in corporate accounting and the regulatory environment. @footnoted

0:55 Accountants: Who needs them?

2:54 "Terms and conditions may apply"

10:48 Corporate shortcuts and the S.E.C.

13:12 The things that corrections correct

Click here to read Harvard Business Review article "Why we need to update Financial Reporting for the Digital Era".

Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com