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Grant’s Current Yield Podcast

Dec 25, 2017

Jim wraps up a most unusual 2017 and looks forward to the year to come.

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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?

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