What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on? In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most poli

Best-selling author and renowned historian Neil Howe joins the show to talk about his New York Times’ bestselling book The Fourth Turning Is Here. Neil believes history moves in generational cycles that last about the length of one long human life. Each cycle has four eras - Turnings - that always arrive in the same or

Today, Kevin Coldiron is joined by the legendary David Rubenstein, Co-Founder and Co-Chairman of the Carlyle Group, philanthropist, historian and more, for a conversation on what we can learn from his journey to become a billion dollar investor, based on his book, “How To Invest”. We discuss what Rubenstein learned fro

In this episode, Niels and Rob is joined by Kevin Coldiron, co-author of the book “The Rise of Carry” 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 dist