Synopsis
You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!
Episodes
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The ABCs of CLOs
03/04/2024 Duration: 30minWith special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
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THE BUSINESS OF INCOME
20/03/2024 Duration: 29minWith special guest Daniel Peris of Federated Hermes.
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INFLATIONARY INSURANCE
08/03/2024 Duration: 32minWith special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
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AROUND THE BEND
22/02/2024 Duration: 36minWith special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
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BIG THINGS COME IN SMALL PACKAGES
20/12/2023 Duration: 36minWith special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
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A CURRENCY AFFAIR
14/12/2023 Duration: 38minWith special guest Brent Donnelly, president of Spectra Markets.
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MURDER BY HIGHER RATES
01/12/2023 Duration: 40minWith special guest Jim Bianco, president and macro strategist at Bianco Research.
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THE WORLD'S RUNNER-UP
02/11/2023 Duration: 33minWith special guest Shehzad Qazi, managing director of China Beige Book International.
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DIVING INTO A SCAM
20/09/2023 Duration: 43minWith special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."
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ABSOLUTLEY INADMISSIBLE IDEAS
02/08/2023 Duration: 44minWith special guest Martin Hutchinson, author of The Bear's Lair.
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DISTRESSED DEBT EXPERTS
19/07/2023 Duration: 46minWith special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
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VALUE RESTORATION PROJECT
12/07/2023 Duration: 43minWith special guest Seth A. Klarman, CEO of the Baupost Group.
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NO LEARNING, ONLY CYCLES
06/07/2023 Duration: 27minWith special guest Douglas J. Lucas, creator of Stories.Finance.
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SOME OF THE OLD TIME RELIGION
22/06/2023 Duration: 31minWith special guest John D. Spears, Managing Director of Tweedy, Browne.
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NO EQUITY IN EQUITIES
06/06/2023 Duration: 34minWith special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
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DISPATCHES FROM THE OPPOSITION
25/05/2023 Duration: 36minWith special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
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Non-linear returns
28/04/2023 Duration: 34minWith special guest Harley S. Bassman, managing partner at Simplify Asset Management.
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SMALL CAP HUNTING
13/04/2023 Duration: 34minWith special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
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VALUE IN THE REVILED
29/03/2023 Duration: 43minWith special guests Michael and Samuel Ashner of Winthrop Capital Partners.
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Valuation, Demographics, Urbanization
15/03/2023 Duration: 40minWith special guest John Haskell, founder and chief investment officer of Atla Capital Management.