Кращі подкасти про Monetary (2025)

1
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne 1:10:27

1d ago1:10:27

1:10:27

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Citrini returns to Monetary Matters to review his “25 Trade Ideas” shared at year-end and to look forward to the next ph…

1
493: Halal Investing Unlocked: Smart Strategies for Ethical Wealth Growth 23:43

20d ago23:43

23:43

Jason welcomes Dilshod Jumaniyazov as they discuss the concept of halal investing, which aligns with Islamic rules and laws, and its potential appeal to non-Muslims interested in social, responsible, and ethical investing. They also explore the rules and principles of Islamic finance, including the concept of ‘halal’ or permissible sources of reven…

1
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade 1:04:31

5d ago1:04:31

1:04:31

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Oren Cass, chief economist at American Compass, joins Jack to make the case that globalization over the past 50 years has been bad for American workers, and that tariffs are needed in order to remedy longstanding imbalances within the global economy. Cass also shar…

1
The Market Has Moved from Deflation to Debasement | Warren Pies 1:07:13

7d ago1:07:13

1:07:13

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXMax Warren Pies, strategist and co-founder at 3Fourteen Research joins Other People’s Money to discuss how the market and economy ar…

1
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed 52:22

9d ago52:22

52:22

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Monetary Matters to update listeners on her read of the economic cycle and credit markets. She shares her thesis that the U.S. economy entered recession in early 2024, exited it, and is n…

1
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks 45:22

13d ago45:22

45:22

Sam Stovall, CFRA Research’s U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities, and offers several overweights and underweights of CFRA Research across the stock market. Recorded on June 25, 2025.Sam Stovall’s book, “The Seven Rules of Wall Street”: https://www.amazon.com/Seven-Rules-Wal…

1
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital 1:06:00

14d ago1:06:00

1:06:00

Abdul Al-Asaad, CEO and co-founder of Basic Capital, joins Other People’s Money to discuss how Basic Capital is revolutionizing access to leverage for everyday Americans. He argues that American’s have far too much access to credit for the wrong use, consumption, and far too little access for positive uses like investing in assets that could change…

1
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold 56:34

16d ago56:34

56:34

Joseph Cavatoni, senior market strategist at The World Gold Council, joins Jack to share the developments within the global gold market. Cavatoni shares findings from The World Gold Council’s recent report on central banks’ gold reserves, and he explains current demand trends across the world. He reviews the supply situation and tells Jack about th…

1
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman 1:26:22

19d ago1:26:22

1:26:22

Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, joins Monetary Matters to discuss how the healthcare sector, the strongest sector for job growth in the whole economy, could falter because of the proposed cuts to spending in the Big Beautiful Bill and potentially even tip the whole economy into a recession. He also discusses how …

1
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners) 1:15:25

23d ago1:15:25

1:15:25

Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perception’s Research Subscription by clicking the link above. In addition, for those who sign up to Variant Perception’s Research Subscription, a trial of Variant Perception’…

1
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe 33:30

26d ago33:30

33:30

Jack Farley and Max Wiethe break down the market’s reaction to today’s Federal Reserve decision, the Summary of Economic Projections, and Jerome Powell’s press conference. They also discuss parallels between this market and late 2021, debate whether AI is a bubble, and the eternal question of when the next US recession will occur. Follow Jack Farle…

1
Equity Market Strength is Masking a Recession | Mike Green 1:14:02

27d ago1:14:02

1:14:02

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, th…

1
The Fed Will Choose Inflation Over Recession | Vincent Deluard 57:49

30d ago57:49

57:49

Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are “cancelled.” He also discusses why he believes Trump’s MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil …

1
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt 1:00:23

1M ago1:00:23

1:00:23

Zach Levitt, CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other People’s Money to discuss how he is standing up multi-manager platforms at just 25 years old by focusing on niche capacity constrained managers. Levitt discusses the benefits of combining uncorrelated capacity constrained strategies in a multi-manager platf…

1
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein 1:13:35

1M ago1:13:35

1:13:35

Matthew Klein, founder of The Overshoot and UN/BALANCED and co-author of Trade Wars Are Class Wars with Michael Pettis joins Monetary Matters to discuss what factors really lead to major trade and capital flow imbalances between countries. He argues that factors like income inequality, domestic economic policy and decisions being made at the corpor…

1
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs 1:33:12

1M ago1:33:12

1:33:12

This conversation was originally recorded for Julian Brigden’s research service, MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/ Julian Brigden of MI2 Partners and veteran macro trader Jonny Matthews of Super…

1
What Investors Are Overlooking in AI & Semis | Val Zlatev 1:16:51

1M ago1:16:51

1:16:51

Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appreciate about the secular growth of AI and semiconductors. He also discusses why DeepSeek was so misunderstood, other aspects of the AI supply chain, th…

1
Soaring US Debt Burden & The Global Market Reset | Gerard Minack 1:32:18

1M ago1:32:18

1:32:18

To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios, factors like net debt, monetized debt, …

1
American Exceptionalism was a Fiscal Facade | Marco Papic 1:06:24

1M ago1:06:24

1:06:24

Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for US assets, it will be the necessary shift to fiscal hawkishness that will drive the end of “American Exceptionalism” and outperformance of US markets. Papic also discusses his views on as shift towar…

1
Patient Value Investing and America’s Industrial Advantage | Bob Robotti 1:14:07

2M ago1:14:07

1:14:07

Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ year track record of S&P 500 outperformance. Here he joins Other People’s Money to discuss long-term value investing, why he likes to invest in companies perceived to be facing headwinds, and his view th…

1
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025 45:11

2M ago45:11

45:11

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ Steve Hanke, author of “Making Money Work” and Professor of Applied Economics The Johns Hopkins University in Baltimore, joins Monetary Matters to share his thoughts on the anemic bank…

1
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare 37:39

2M ago37:39

37:39

Jason Furman, former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University, joins Monetary Matters to share his view of the Trump administration’s “three-legged stool” of tariffs, deregulation, …

1
492: Fractional Real Estate Investing for Only $250 with Alex Blackwood 38:01

2M ago38:01

38:01

Jason and Alex Blackwood discuss the current state of the DC housing market, focusing on the impact of low mortgage rates, the challenges of housing affordability, and the potential for a widening wealth gap between homeowners and renters. They also explored the impact of the pandemic on the real estate market, the potential benefits of Trump's pol…

1
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne 1:25:14

2M ago1:25:14

1:25:14

Nicolás Dujovne, CIO and founder of Tenac AssetManagement and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies, EM debt investing, and why even though the US’s failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it ri…

1
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion 1:43:54

2M ago1:43:54

1:43:54

Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon, founder and CEO of Prometheus Macro, returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry, mean reversion, and trend, and about how these three fac…

1
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci 1:25:12

2M ago1:25:12

1:25:12

Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics, joinsMonetary Matters to discuss his work at the IMF on the potential risks to theglobal financial system that the growth of private credit may pose. They alsodiscuss the affects that tariffs will have not just on the economy but thefunctioning of the financial system. Learn mo…

1
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets 1:04:57

2M ago1:04:57

1:04:57

David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the Flu: Parsing Pandemic Economic Shocks.” Kotok cites data over millennia to show that pandemics typically cause natural real interest rates to decline, and productivity and inequality to rise. Kotok argue…

1
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market 1:24:41

2M ago1:24:41

1:24:41

Milton Berg, pioneer in technical market data analysis, explains why he thinks early April was a turning point in the U.S. stock market and why the stock market is likely headed higher. Recorded May 13, 2025 Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Ap…

1
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony 1:07:59

2M ago1:07:59

1:07:59

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ Ken Rogoff’s new book on the U.S. Dollar on Amazon: https://www.amazon.com/Our-Dollar-Your-Problem-Turbulent/dp/0300275315 On Publisher’s site: https://yalebooks.yale.edu/book/97803002…

1
The Global Trade Reset Was Inevitable | George Magnus 1:20:38

2M ago1:20:38

1:20:38

George Magnus, famed economist and Associate at the China Centre Oxford, joins Monetary Matters to discuss how the global trade reset was inevitable because of unsustainable trade imbalances built up prior to the Trump administration. They also discuss the likelihood of tariffs being lowered and the relative strength of the US and China in trade ne…

1
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow 50:18

2M ago50:18

50:18

Jack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes, tariff front running, and China’s recent monetary stimulus. Recorde…

1
Getting Ready For A Protracted Bear Market | Last Bear Standing 1:06:48

2M ago1:06:48

1:06:48

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Last Bear Standing joins Monetary Matters to explain why he thinks subpar equity returns are likely. In his words, “ The market’s current decline is not a correction, a bump in the road, or a dip to be bought. We have entered a protracted bear market.” Recorded on …

1
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy 53:16

2M ago53:16

53:16

Kara Murphy, CIO of Kestra Investment Management, joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach, and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock…

1
How Hedge Funds Have Managed Market Turmoil with Jack and Max 57:18

3M ago57:18

57:18

The first 4 months of 2025 have been highly volatile hurting both equity and fixed income investors alike, but how has the “smart money” faired in this environment? Jack and Max breakdown the performance of hedge funds in Q1 and April of 2025 with data from Citco Fund Services and HFRI. They also discuss the recent moves by Yale and Harvard to sell…

1
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT) 46:14

3M ago46:14

46:14

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Learn more about Teucrium’s Model Commodity Portfolio: https://insights.teucrium.com/commodities1subscribe Golden Grain Cycle: https://insights.teucrium.com/golden-grain-cycle This Fireside Chat is a sponsored conversation with the CEO of Teucrium, Sal Gilbertie. S…

1
The Financial Sector Prepares for Recession | Marc Rubinstein 1:20:26

3M ago1:20:26

1:20:26

Marc Rubinstein, former hedge fund manager and author of NetInterest joins Monetary Matters to discuss how the financial sector ispreparing itself for the risks of a recession and how they are managing tariffuncertainty during this earnings season. Rubinstein touches on the different subsectors of the financial sector, like banks, non-banks, asset …

1
491: Trump 2.0, Trade Wars, and the Future of the Dollar with Charles Goyette 37:25

3M ago37:25

37:25

Jason and Charles Goyette discuss the current political climate, the implications of tariffs and trade wars, and the potential for significant changes in government spending and taxation. They also explored the impact of technology on the economy, the concept of currency competition, and the potential for a global financial crisis due to increasing…

1
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital 50:42

3M ago50:42

50:42

Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Treval…

1
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration 55:18

3M ago55:18

55:18

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tar…

1
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap 1:11:27

3M ago1:11:27

1:11:27

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ What happens to Private Credit in a slowdown? Are fears of tariffs overblown? Danny Moses of “The Big Short” renown joins Monetary Matters to share his views on these important issues …

1
Breaking The Dollar System | Freya Beamish 1:11:47

3M ago1:11:47

1:11:47

Freya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar international monetary order. She estimates that U.S. and China will reach a deal lowering tariffs to ~30% levels and shares her views on bonds and gold. Recorded on April 14, 2025. Follow Freya Beamish on Twitt…

1
The World Is Dumping U.S. Assets | Julian Brigden 1:35:02

3M ago1:35:02

1:35:02

Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/ Julian Brigden Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home…

1
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital 51:50

3M ago51:50

51:50

Måns Levin, CEO and co-founder of Ridge Capital, joins Other People’s Money, to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and insolation from tariff and trade war risks. Levin discusses the exceptional start Ridge Capital has had, both in terms of performance and asset raisin…

1
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs 1:09:12

3M ago1:09:12

1:09:12

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: vaneck.com/OUNZProspectus Learn more: vaneck.com/OUNZJack Lyn Alden of Lyn Alden Investment Strategy explains the connection between the capital and financial imbalances the U.S. has with the rest of the world and its trade imbalances which are under so much scrutiny by the c…

1
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook 56:24

3M ago56:24

56:24

Wayne Himelsein, CIO and founder of Logic Capital Advisors, joins Other People’s Money, to discuss how his hedge fund is built to profit when volatility spikes in moments just like this. Everybody wants to carry crash protection but if implemented improperly the cost of carrying hedges can bleed you dry. Finding innovative ways to solve this proble…

1
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition 54:10

3M ago54:10

54:10

Charles Gasparino, Fox Business Senior Correspondent, give color into the protectionist and moderate factions in the White House, and explains why he thinks that, President Trump is likely to reach a deal with major trading partners. Recorded April 8, 2025. Follow Charles Gasparino on Twitter https://x.com/CGasparino Follow Jack Farley on Twitter h…

1
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook 59:58

3M ago59:58

59:58

Tian Yang, CEO and head of research at Variant Perception, explains his view on a variety of assets on time horizons of tactical, cyclical, and structural duration. Recorded April 7, 2025. Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://va…

1
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market 44:31

3M ago44:31

44:31

Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other People’s Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxezJack Farley

1
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash 56:38

3M ago56:38

56:38

David Kotok’s book, “The Fed and the Flu: Parsing Pandemic Economic Shocks”: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow David Kotok on Twitter https://x.com/DavidKotokGIC Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb…

1
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs 1:05:32

3M ago1:05:32

1:05:32

Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs, volatility, and the growth of ETFs with embedded derivatives. Recorded on March 26 (before “Liberation Day” and the market crash). Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Benn Eifert on Twitter https://x.com/bennpeifert Follow Monetary Matte…

Подкасти, які варто послухати

Подкасти на тему Monetary

Подкасти, які варто послухати

Короткий довідник