Grant's Current Yield Podcast

Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large.

1:33 What do people want to do with their money?

5:08 1999 and today

8:01 The #bitcoin pitch

12:48 Where is the #value?

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Jim wraps up a most unusual 2017 and looks forward to the year to come.

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

Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land.

1:18 Does the "everything bubble" include RE?

4:44 Breaking down the #Westfield acquisition

13:02 Cheap financing in #Europe and international arbitrage

16:24 "What would #Buffett buy?" CapEx creates mispricings

21:21 Current attractive opportunities

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

Grant's welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question.

0:40 The #Steinhoff Saga

6:47 Is #China set up for near term financial calamity?

9:12 Debt service rising faster than #GDP

13:13 We owe it to ourselves

17:30 Economic rebound ahead of the #19th Party Congress

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

JHL Capital Group chief investment officer James Litinsky joins Grant's to share his views on opportunities and risks around the world.

0:56 #India: Country of the future?

4:50 Current opportunities after a strong #rally

8:18 How to play late cycle in the #U.S.

10:47 The most vulnerable financial #assets

14:34 How much #cash to hold?

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

Special guest Bill Fleckenstein joins the Grant's team to take inventory of current conditions

1:35 Triple-B-rated #bonds yielding less than zero

5:43 #Bitcoin and the apocalypse

7:28 #Tech, then and now

12:34 #Trump and volatility

15:52 What's different this time?

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

A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition

1:53 #GE in 1990

7:50 Mortgage #bonds in 2006

11:52 Valeant #Pharmaceuticals in 2014

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 and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks.

1:54 Paul's #bitcoin trading strategy

7:40 Value in #Japan

12:30 Other periods of technological #disruption 14:45 Is #Exxon vulnerable to a market downturn?

17:14 Strategies for an expensive market

20:37 Paul's favorite #stocks in the U.S.

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 hold forth on noteworthy sightings in credit, while Jim challenges a core premise of modern central banking.

0:43 #ECB taper announcement

2:36 Taylor Rule funds rate and the flattening yield curve

5:05 The search for "stability"

8:35 Kobe Steel bondholder surprise

9:55 10-year yield at a key level

12:14 The last great #bond bear. In like a lamb…

14:01 "Unprecedented in degree, persistence and circumstance"

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 take inventory of notable topics and unusual occurrences around the world.

2:50 Blackrock and Vanguard assets approach #China GDP

5:59 Indexation, or unmanaged #money?

7:13 Magically shape-shifting earnings at #GE

10:30 Market Makers: New kids on the block

12:43 1987 stock market #crash turns 30

17:47 #Treasury curve pancakes

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