Grant's Current Yield Podcast

Jonathan Tepper, founder of macro research firm Variant Perception and author of The Myth of Capitalism, calls in to discuss the rise of corporate monopolies and its implications. @jtepper2

1:24 The Myth of Capitalism and Amazon.com, Inc.

6:08 The beer industry, duopolies and innovation

10:14 Low interest rate policy and the rise of #cartels

15:31 The "big pendulum" of anti-trust policy and the FAANGs

20:30 Buybacks and underfunded pensions

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Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fed. @rcwhalen

1:22 The banks, as safe as a house?

6:51 A tightening Fed and profits

10:55 Rising credit costs coming down the pike

6:48 Leveraged loans, then and now

20:04 Goodbye, wealth effect

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Dean Curnutt, founder and chief executive officer of Macro Risk Advisors, joins Grant's to talk markets, volatility and anticipating the future. @Dcurnutt

1:42 Today and 2017, have things changed?

5:52 #Gold, the anti-S&P

11:23 Risk parity and trend followers: The next step

19:50 Opportunities in cyclical #stocks

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Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation.

4:48 The future path of inflation

9:34 Keynes and the 1960's

12:36 An interest rate surprise?

17:03 Financial repression and conventional indicators

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Kevin Warsh, former Federal Reserve governor and distinguished fellow at the Hoover Institution, pays Grant's a visit to discuss the state of the world and markets.

1:55 Making sense of the move in bond yields

6:20 The Fed and the market. Who's in charge?

11:41 Generation-length trends in interest rates

20:07 David Hume, corporate profits and interest rates

23:23 The evolution of money

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Jim, Evan and Phil hold forth on the topics of the day.

0:51 Profits and interest rates

7:48 Inflation, the very long view

9:51 Human achievements and #financial cycles

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Dan Gertner, Grant's alum in the run-up to and the midst of the 2008 crucible, comes back into the fold to review those years of excess and subsequent panic.

1:27 An email from Alan Fournier

7:30 A memorable lunch meeting

12:45 Parallels to the present day

19:10 Refinitiv: The largest leveraged buyout since the #crisis

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John Haskell, head of research at Explorador Capital Management, joins Grant's to assess opportunities in the particularly beaten down realm of emerging markets.

2:01 Where's the value?

6:45 Argentina, bottom up investing under macro duress

10:43 Other opportunities in South #America

15:30 Implications of a bearish reversal in the U.S.

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Tony Canale, global head of research at Covenant Review, joins Grant's to discuss what's new in credit.

1:25 New laws in #Delaware and the J. Crew trapdoor

7:17 Overlooked risks for #corporate creditors

11:16 Triple-B, the frontier of #junk

17:30 Cycles, #fear and overconfidence

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The usual suspects hold forth on a variety of financial topics, while Jim shares some of his favorite current books.

0:55 What's happening this fall

2:25 #Gold has no friends

5:50 Yield curve: Predictions, theory and history

7:12 Beach reading, Jim Grant style

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