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Grant’s Current Yield Podcast

May 29, 2019

Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China.


1:43 Dramatic change in the air. Social credit risk

5:15 Economic growth, real and reported

9:25 “They are shorter on dollar liquidity than most people realize”

15:11 Huawei: What do...

May 23, 2019

A super-sized episode.  Jim, Evan and Phil discuss the latest financial happenings.  Sabrina Fox, executive advisor of ELFA Investor Group, details the challenges awaiting creditors in Europe’s loan and high-yield debt markets.


May 13, 2019

Kent Collier and Sarah Gefter of credit research firm @Reorg call in to discuss the latest happenings in distressed debt.


3:51 2007, then and now

7:16 Taking inventory of the cycle

12:51 The J. Crew “trapdoor.”  Innovation or gimmick?

18:02 Deteriorating accounting standards

20:38 Issues...

May 8, 2019

Andrew Park, senior editor at S&P Global’s LCD unit, joins Grant’s to discuss all things credit.

1:35 The current cycle:  What’s different?

5:45 CDOs in 2008 and CLOs today. Similarities and differences

12:01 Promised acquisition strategies: Dreams don’t always come true

15:55 Credit managers need new supply,...