Preview Mode Links will not work in preview mode

Grant’s Current Yield Podcast

Oct 31, 2018

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, Inc.

6:08 The beer industry, duopolies and innovation

10:14 Low interest rate policy...

Oct 29, 2018

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


Oct 22, 2018

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...

Oct 15, 2018

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...

Oct 9, 2018

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...