Episode 66 – Profiles in Credit – Dylan Grice
March 25, 2021

Episode 66 – Profiles in Credit – Dylan Grice

Geoff Castle chats with Dylan Grice, Co-founder of Calderwood Capital.

Subtitle: Don’t love your ideas, question everything.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Dylan Grice, Co-founder of Calderwood Capital. They discuss Dylan’s background in finance, his transition from sell side to buy side and his approach to investing, Dylan’s new company Calderwood Capital and his views on a number of areas of credit markets.

Additional Resources – Popular Delusions

Key Takeaways

[01:59] How Dylan got his start in finance.
[14:45] Dylan’s transition from the sell side to the buy side and some “fundamental commonalities” across investing.
[22:13] Why Dylan co-founded Calderwood Capital and how it acts as both a research provider and a fund manager.
[26:00] Dylan’s take on markets during the crash of March 2020 and where he is seeing slivers and niches in markets today.
[31:40] Dylan’s take on the Fed and yield curve control.
[40:26] Dylan’s thoughts on a few sectors including uranium, oil and gas and Bitcoin.
[51:21] A book recommendation from Dylan.

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