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Grant’s Current Yield Podcast

Feb 22, 2019

Jim and Evan discuss recent happenings, with European credit and banking in focus.

1:32 French 30-year sovereigns offer “solid yields.” 

3:40 Deutsche Bank, the big sick puppy

9:19 European banks and the so-called capital relief trade

10:45 Memorializing Dodgers great Don Newcombe

11:51’s puffer jacket

Feb 17, 2019

As Japan marks 20 years of ultra-low rates, Jim and Phil take a look at monetary policies around the world. Jim shares his current reading list.
1:47 How long's secular?
3:50 Negative interest rates: a compendium
10:36 Grant's book club
14:57 The Fed's solvency, or lack thereof

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Feb 2, 2019

Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern administrative state.
4:17 The "menacing" language of compliance
9:30 #Gold, negative-yielding bonds and safety
16:53 Jim's reading list