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.
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.
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⟶ Start listeningThe discussion surrounding Michael Thomsen’s book, Cage Kings, continues as former mixed martial artist Matt “The Law” Lindland joins Cole to talk about his path to the Olympics, the Supreme Court, and … Matt Lindland...
⟶ Start listeningMichael Thomsen joins Cole in this episode to discuss his book, Cage Kings: How an Unlikely Group of Moguls, Champions & Hustlers Transformed the UFC into a $10 Billion Industry. Michael’s book highlights … Michael Thomsen...
⟶ Start listening“The name Fugger in Germany is like the name Rockefeller in the US.” Greg Steinmetz joins Cole and Bill for his second appearance on the show, this time to discuss his book, … Greg Steinmetz...
⟶ Start listening“Does it matter if you pay with cash, card, iPhone, or Bitcoin?” Cole and author Brett Scott delve into that question when discussing Scott’s book, Cloudmoney: Cash, Cards, Crypto, and the War for Our … Brett Scott...
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© Copyright 2023. Smead Capital Management. All rights reserved.
© Copyright 2022. Smead Capital Management.
All rights reserved.
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