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"You Look Familiar"

Name: "You Look Familiar"
Uploaded: 2026-03-05T08:00:00+00:00
Duration: 40 s
Channel: Shanli Liu, CPA, CTP
Description: In this brief, informal conversation between two professionals, Speaker A asks for a recommended financial advisor and quickly pivots to discuss a…

5 Mar 2026 · 1 min

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0:40

In this brief, informal conversation between two professionals, Speaker A asks for a recommended financial advisor and quickly pivots to discuss a treasury founder (Speaker B) who manages corporate risk and cash. Speaker A highlights a perceived massive opportunity in the bond market, noting that many seasoned bond managers have retired, leaving a gap. Speaker B mentions that they locate U.S. banks offering the highest cash rates. The dialogue concludes with an exchange of contact information, specifically a request to connect via LinkedIn, and Speaker B reveals his first name, Grant.

Who would be your recommended advisor? You guys stop me in the street in San Diego. Yeah.
I'm a treasury founder from Nebraska. They like manage corporate risk and corporate cash.
Just bonds. There's just like an enormous amount of money to be made because it's been so long that bonds haven't paid anything. Pretty much all the professionals that were around and in positions where they could manage that don't exist anymore or they're retired. There's actually an unbelievable opportunity right now in that space.
We just find banks in the US that literally pay the highest rates on cash.
Well, give me your card.
I don't have a card, man. I got a LinkedIn. Just message me on LinkedIn. You think you'll see that shit?
Here, take a picture of me and message me, and then the guy who manages my LinkedIn will get it. What was your first name?
Grant.
Grant. All right, cool. Hold on, I really want to remember names. Hold on, hold on. I'm really— I don't want to mess it up. I was gonna say Graham, not Grant. Okay, I was so glad I didn't say it.