b'
In this episode, Niels and Rob is joined by Kevin Coldiron, co-author of the book \\u201cThe Rise of Carry\\u201d and lecturer in Asset Management at UC Berkeley, to discuss the use of carry trading as a trading strategy, how it relates to volatility and risk, how carry trading creates market feedback effects, and how that is distinct from feedback created by other strategies, how it can play a role in financial bubbles, whether we are still in a carry regime or transitioning away from it and what comes after.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
In This Episode, we discuss:
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on Twitter
Episode Timestamps:
00:00 - Intro
02:25 - Introduction to Kevin
05:53 - Background on the co-authors of Kevin\\u2019s book
09:43 - Definition of carry trading with examples
13:56 - Volatility vs. risk
23:11 - The role of Volatility in investing
28:27 - Carry trade suppressing volatility
35:55 - Does carry trades play a role in financial bubbles?
41:01 - The current carry regime?
43:38 - Carry in macroeconomics
52:48 - What comes after the carry regime?
01:05:44 -...'