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Grant’s Current Yield Podcast

Apr 23, 2018

Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters  for a lively discussion of modern portfolio theory and its limitations.

2:50 What is a stock, a portfolio, the #market?

6:20 The theory is now #reality

11:05 #Risk, asymmetry and...

Apr 9, 2018

Jim Bianco, president of Bianco Research, LLC, joins the team to talk bonds, the Fed and much more.

1:00 Where are #rates going?

5:51 The #Fed and the Heisenberg principle
11:07 Potential consequences of a decade of interest rate #price control
15:10 The significance of a three percent 10-year #yield

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Apr 2, 2018

David Stockman, director of the Office of Management of Budget under President Reagan and mas­ter of mazy budgetary arithmetic, joins Jim and Evan for a scintillating discussion of fiscal and monetary matters.

0:00 The #Simpsons foreshadowing

3:20 Deficits and #debt monetization. What’s the harm?

9:01 Requiem for a...