Watch On YouTube

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.

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. 

More Episodes

The Long View: Defining Intelligence

Can a human being’s behavior and personality be fully explained by a machine, chemistry, biology, or data? Or is there something intangible left over? These questions and the different conversations […]

⟶ Start listening

Howard Gardner – Frames of Mind

Can an IQ test comprehensively define an individual’s intelligence? Are there aspects of human capability that tests fail to take into account? In the latest episode of A Book with […]

⟶ Start listening

Justin Baer – House of Fidelity

How did one family build Fidelity into one of the most powerful forces in American investing, and what allowed it to endure across three generations? In the latest episode of […]

⟶ Start listening

Andrew Seth Meyer: To Rule All Under Heaven

What makes a civilization endure, and how did a Chinese empire that conquered everything fall apart in 15 years? In the latest episode of A Book with Legs, Smead Capital […]

⟶ Start listening

Gaurav Suri – The Emergent Mind: How Intelligence Arises in People and Machines

What in the subconscious mind informs our actions, and what are our neural networks capable of that distinguishes them from machines such as LLMs? Gaurav is a computational neuroscientist, experimental […]

⟶ Start listening

Jason Bardi – The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics

What happens when brilliant minds disagree not just on answers, but on the very rules of how answers can be found? These questions are addressed in the latest episode of […]

⟶ Start listening

Subscribe

Scroll to Top