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!

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An invigorating discussion of current circumstances with #MervynKing, former governor of the #BankofEngland and author of #RadicalUncertainty.  


Last fall, #Verdad Advisors founder and CIO Dan Rasmussen warned the #Grant’s conference audience against an over-reliance on private equity.  His remarks follow. @verdadcap Tweet Us! @GrantsPub Call Us: 212-809-7994 Email Us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Signup for our Almost Daily #Grant’s: www.grantspub.com/ADG


Wendy Battleson and Giulia Costantini, co-founders at Art Strategy Partners, join this week’s episode. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG


Wendy Battleson and Julia Costantini, co-founders at Art Strategy Partners, join this week’s episode. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG  


Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG


Wendy Battleson and Julia Costantini, co-founders at Art Strategy Partners, join this week’s episode. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG


E.J. McMahon, an adjunct fellow at the Manhattan Institute and research director of the Empire Center for Public Policy, joins the show to discuss the sorry state of #NewYorkFinances.  @EjMEj Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily #Grants: www.grantspub.com/ADG


Charles L. Norton, co-portfolio manager at the Vitium Global Fund, identifies #investment opportunities off the contemporary beaten path. Tweet Us! @GrantsPub Call Us: 212-809-7994 Email us: podcast@grantspub.com Subscribe to Grant’s: www.grantspub.com/pod2020 Sign up for our Almost Daily Grants: www.grantspub.com/ADG


Joe Lawler, M.D., Ph.D. and fund manager, joins this week’s program. On the agenda: #Coronavirus and its potential impact, navigating the “haves and the have-nots.” Is this a golden age in drug discovery? Index investors: the parasites of #WallStreet, and, the scourge of “data curation.” Tweet Us! @GrantsPub Call Us: 212-809-7994 Subscribe to Grant’s: www.grantspub.com/pod2020


“Impossible is extinct” 2:54 High-yield: record defaults to below average in one year. 4:47 Car company goes to the moon. 7:00 Europe – the hotbed of “impossible” 11:58 “Impossible” through the decades. Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com


Public debt – does it matter?   1:12 Diminishing GDP returns 7:34 Tax 2.0 and the “end of cycles” 15:10 Shifting price action, shifting rationalizations 17:03 What does the repo flare up indicate for the investment demand for public debt?   Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com


Investor and writer Tim Bergin calls in to discuss the risks and opportunities associated with our warming planet. 2:33 Climate primer and the risks of rising C02 7:17 What’s different this time?11:50 Assessing potential remedies 18:30 A cook’s tour of NIO, Inc. 24:13 Making sense of high short interest Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart


Ronald Stoeferle, managing partner at Incrementum AG, calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings. 4:22 Institutional distrust means opportunity 11:34 Deflation and the U.S. dollar 18:14 The miners: a dismal past but a better future? 25:09 Gold and crypto, monetary cousins Subscribe to Grant’s


Jim Grant delivers a holiday message and review of 2019 financial events.   1:15 The state of the world as 2020 looms.   7:45 All things cyclical   11:30 The repo hiccup and unscripted events.   17:15 UST margin demand: a product of unnaturally-low rates?   Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest


@AmitySchlaes, author of “Great Society: A New History,” stops by the office to discuss her new book. http://www.amityshlaes.com 2:24 #BrettonWoods and the “bonanza” 8:50 Michael Harrington goes to Washington  13:10 Arthur Burns: A Greek tragedy 19:45 Presidential pressure on the Fed, then and now Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer


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