All episodes of Grant’s Current Yield Podcast

Grant’s Current Yield Podcast

Episodes

Grant’s Current Yield Podcast

Published 04/03/24

The ABCs of CLOs

With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.

Published 04/03/24

THE BUSINESS OF INCOME

With special guest Daniel Peris of Federated Hermes.

Published 03/20/24

INFLATIONARY INSURANCE

With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.

Published 03/08/24

AROUND THE BEND

With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.

Published 02/22/24

BIG THINGS COME IN SMALL PACKAGES

With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.

Published 12/20/23

A CURRENCY AFFAIR

With special guest Brent Donnelly, president of Spectra Markets.

Published 12/14/23

MURDER BY HIGHER RATES

With special guest Jim Bianco, president and macro strategist at Bianco Research.

Published 12/01/23

THE WORLD'S RUNNER-UP

With special guest Shehzad Qazi, managing director of China Beige Book International.

Published 11/02/23

DIVING INTO A SCAM

With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

Published 09/20/23

ABSOLUTLEY INADMISSIBLE IDEAS

With special guest Martin Hutchinson, author of The Bear's Lair.

Published 08/02/23

DISTRESSED DEBT EXPERTS

With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.

Published 07/19/23

VALUE RESTORATION PROJECT

With special guest Seth A. Klarman, CEO of the Baupost Group.

Published 07/12/23

NO LEARNING, ONLY CYCLES

With special guest Douglas J. Lucas, creator of Stories.Finance.

Published 07/06/23

SOME OF THE OLD TIME RELIGION

With special guest John D. Spears, Managing Director of Tweedy, Browne.

Published 06/22/23

NO EQUITY IN EQUITIES

With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.

Published 06/06/23

DISPATCHES FROM THE OPPOSITION

With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.

Published 05/25/23

Non-linear returns

With special guest Harley S. Bassman, managing partner at Simplify Asset Management.

Published 04/28/23

SMALL CAP HUNTING

With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.

Published 04/13/23

VALUE IN THE REVILED

With special guests Michael and Samuel Ashner of Winthrop Capital Partners.

Published 03/29/23

Valuation, Demographics, Urbanization

With special guest John Haskell, founder and chief investment officer of Atla Capital Management.

Published 03/15/23

Market Neutral Returns

With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.

Published 02/28/23

Value in biotech

With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.

Published 02/07/23

Destruction of value

With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."

Published 01/19/23

BEHIND THE SCENES

Jim, Evan and Phil discuss how an issue of Grant's comes together.

Published 11/04/22