Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the beginning of earning...
18 Loka 202537min
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to hi...
16 Loka 202536min
What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows
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...
13 Loka 20251h 15min
Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe react to the weakness i...
11 Loka 20251h 1min
How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy
Richard J Murphy, a political economist, chartered accountant, tax reform advocate, and professor emeritus at the University of Sheffield, joins Jack on Monetary Matters to discuss tax reform, economi...
8 Loka 202558min
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe react to the lack of em...
5 Loka 20251h 4min
Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow Jack Farley on Twitter https://x.com/JackF...
1 Loka 202555min
Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar
Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Moneta...
28 Syys 20251h 11min
