Well, this is Current Yield. Grant's interest rate observer of the air. I am Jim Grant,

and with me, as always, is the great deputy editor of Grant, Evan Lorenz. And we have a new

sound technician today. And his name is Harrison Waddell, who does everything else in this office

except conduct sound engineering. So this is an adventure for you listeners and for us speakers.

But thank you, Harrison. And we have a guest, as we are wont to do. And our guest's name is

David Samra. And he is one heck of an investor.

He's a managing director of Artisan Partners and a founding partner of the international value team.

And a great favorite of Evans is the entire Artisan Partner Enterprise, right?

I've been impressed by their analytic team.

Yeah, and by their results.

So we'll get around to David in one moment. Hey, Evan, I have noted a by their analytic team. Yeah, and by their results. So we'll get around today in one moment.

Hey, Evan, I have noted a couple of things the past few days.

One I've noted the New York Times is putting or thinking about putting its podcast behind a paywall.

It's good news, right?

Yeah, so you're saying we're going to be safe?

Yeah.

Well, ladies and gentlemen, we are not going to do that as of now because we don't care about money that much, do we? I mean, a little, but...

It's nice to have a little spending money occasionally.

But, oh, if money is on the agenda, as it sometimes, indeed almost always is it grants, we all to remind our listeners about the upcoming

fall grants conference at 2024 conference. I guess this is our 40th, right? 40th annual

grants conference. It's Tuesday, October 1st at the Plaza Hotel. And speakers include Boaz Weinstein

and Sean Filer and Bob Robati and Michael Green and Stan Drucken Miller

...