Ladies and gentlemen, welcome to current yield, Grant's interest rate observer of the air.

I'm Jim Grant, with me as always, is the great deputy editor of Grant, Evan Lorenz,

and Henry French is where he ought to be at the sound control panel. And it's my pleasure to welcome

you back. We have had a short summer break here at Grants. Actually, evidence has been going on for an

embarrassing long number of days, is it not? Yeah, we missed the entire bear market that lasted for two

days in August. We're celebrating part of that.

We didn't miss it entirely, but you're right.

We never even haven't broadcast.

We kept typing but not talking.

And so today we have David Brazzano with us at Poland Capital.

David is the head of team for credit at Poland

and serves as co-portfolio manager of the U.S. opportunistic

high yield and U.S. high strategies.

And Poland is the steward of no fewer than $66 billion with a B.

What do you think of that, Evan?

It's a big number even when you say it's low.

Yeah.

Before that, I want to tell the listening audience a little bit about something that's going to happen on Wednesday, September 18th.

This won't take but a minute, David and Evan.

I am going to be partnering with something called two-way, two-way community.

And what's that well? It is a new interactive live, mind you, video platform

in which you, the viewer, or listener, get to participate in the discussion. You can call in

...