Preview Mode Links will not work in preview mode

Grant’s Current Yield Podcast

Dec 25, 2017

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

Dec 20, 2017

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...

Dec 11, 2017

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...

Dec 6, 2017

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...

Nov 27, 2017

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,...