Overview
203 Episodes
With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
Transcribed - Published: 25 April 2025
With special guest, Seth Weissman, founder and president of Urban Standard Capital.
Transcribed - Published: 24 March 2025
With special guest David Dredge, CIO and CEO of Convex Strategies.
Transcribed - Published: 14 March 2025
With special guest Keri Findley, founder and CEO of Tacora Capital Management.
Transcribed - Published: 11 February 2025
With special guest Christopher Whalen, chairman of Whalen Global Advisors.
Transcribed - Published: 23 January 2025
With special guest Steven Bogden, investment and geopolitical strategist.
Transcribed - Published: 11 December 2024
With special guest Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management.
Transcribed - Published: 20 November 2024
With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute.
Transcribed - Published: 18 October 2024
With special guest Dave Breazzano, head of credit at Polen Capital.
Transcribed - Published: 16 September 2024
With special guest Richard Byrne, president of Benefit Street Partners.
Transcribed - Published: 6 August 2024
With special guest David Samra, managing director of Artisan Partners.
Transcribed - Published: 10 July 2024
With special guest Shaun Usmar, founder and CEO of Triple Flag Precious Metals Corp.
Transcribed - Published: 3 July 2024
With special guest Paul Kupiec, senior fellow at the American Enterprise Institute.
Transcribed - Published: 26 June 2024
With special guest Bob Robotti, president and CIO of Robotti & Company Advisors.
Transcribed - Published: 12 June 2024
With special guest Sean Fieler, president and CIO of Equinox Partners.
Transcribed - Published: 17 May 2024
Behind the scenes at Grant's with Jim, Evan and Phil.
Transcribed - Published: 8 May 2024
With special guest Dan Zwirn, CEO and CIO of Arena Investors.
Transcribed - Published: 29 April 2024
With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.
Transcribed - Published: 3 April 2024
With special guest Daniel Peris of Federated Hermes.
Transcribed - Published: 20 March 2024
With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.
Transcribed - Published: 8 March 2024
With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.
Transcribed - Published: 22 February 2024
With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.
Transcribed - Published: 20 December 2023
With special guest Brent Donnelly, president of Spectra Markets.
Transcribed - Published: 14 December 2023
With special guest Jim Bianco, president and macro strategist at Bianco Research.
Transcribed - Published: 1 December 2023
With special guest Shehzad Qazi, managing director of China Beige Book International.
Transcribed - Published: 2 November 2023
With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."
Transcribed - Published: 20 September 2023
With special guest Martin Hutchinson, author of The Bear's Lair.
Transcribed - Published: 2 August 2023
With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.
Transcribed - Published: 19 July 2023
With special guest Seth A. Klarman, CEO of the Baupost Group.
Transcribed - Published: 12 July 2023
With special guest Douglas J. Lucas, creator of Stories.Finance.
Transcribed - Published: 6 July 2023
With special guest John D. Spears, Managing Director of Tweedy, Browne.
Transcribed - Published: 22 June 2023
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
Transcribed - Published: 6 June 2023
With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.
Transcribed - Published: 25 May 2023
With special guest Harley S. Bassman, managing partner at Simplify Asset Management.
Transcribed - Published: 28 April 2023
With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.
Transcribed - Published: 13 April 2023
With special guests Michael and Samuel Ashner of Winthrop Capital Partners.
Transcribed - Published: 29 March 2023
With special guest John Haskell, founder and chief investment officer of Atla Capital Management.
Transcribed - Published: 15 March 2023
With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.
Transcribed - Published: 28 February 2023
With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.
Transcribed - Published: 7 February 2023
With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."
Transcribed - Published: 19 January 2023
Jim, Evan and Phil discuss how an issue of Grant's comes together.
Transcribed - Published: 4 November 2022
With special guest, Adam Simmons, the co-founder and president of Dgtl Infra.
Transcribed - Published: 23 September 2022
With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors.
Transcribed - Published: 9 September 2022
With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.
Transcribed - Published: 3 August 2022
With special guest, Edward Chancellor, the author of "The Price of Time."
Transcribed - Published: 30 June 2022
With special guest, Doug Cifu, CEO of Virtu Financial.
Transcribed - Published: 13 June 2022
With special guest, Steve Forbes, the chairman and editor-in-chief of Forbes Media.
Transcribed - Published: 20 May 2022
In conversation with Jonathan Litt, founder and CIO of Land & Buildings.
Transcribed - Published: 20 April 2022
With special guest, Martin Hale, technology reinvention specialist and founder of Hale Capital Partners.
Transcribed - Published: 15 April 2022
With special guest, Mary Childs, the author of "The Bond King: How One Man Made a Market, Built an Empire, and Lost It All."
Transcribed - Published: 30 March 2022
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