Carry trades have existed since the beginning of time. Rarely have we run into periods like today that have caused so many investors to be seemingly smart.

In this episode, Cole Smead sits down with Kevin Coldiron, co-author of the book The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis to discuss what carry trades are, the constancy of them and how today’s carry regime shapes the complex world of finance. 

Subscribe Now

In each episode, we explore investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced our investment decisions.

More Episodes

Ekaterina Pravilov – The Ruble

March 18, 2024

In this episode, author and Professor Ekaterina Pravilova joins Cole Smead to discuss her book, “The Ruble: A Political History.” Ekaterina’s book explores the evolution of the Russian currency over […]

⟶ Start listening

Harold James – Seven Crashes

March 4, 2024

In this episode, author and historian Harold James joins Cole Smead to discuss his book, “Seven Crashes: The Economic Crises That Shaped Globalization.” Their discussion delves into major economic downturns throughout […]

⟶ Start listening

Chris Roush – The Future of Business Journalism

February 19, 2024

In this episode, author Chris Roush joins Cole Smead to discuss his book, “The Future of Business Journalism,” which explores the evolving media landscape and its impact on business reporting. […]

⟶ Start listening

George Gilder – Life After Capitalism

February 5, 2024

Live from the 2024 Smead Investor Oasis, venture capitalist George Gilder joins Bill and Cole Smead to discuss his latest work, “Life after Capitalism,” in which he redefines capitalism as […]

⟶ Start listening

Andrew Pettegree – Book At War

January 22, 2024

In this episode, Professor Andrew Pettegree joins Cole to discuss his newly released title, “The Book at War.” The book is a captivating analysis of the power of print in society […]

⟶ Start listening

General David Petraeus – Conflict

January 8, 2024

In this episode, retired U.S. Army general David Petraeus joins Bill and Cole to discuss the recently released book that he co -authored titled, “Conflict.” The book explores the evolution of warfare […]

⟶ Start listening

Subscribe

Scroll to Top