Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
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 Re...
2 Heinä 202545min
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
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 hav...
1 Heinä 20251h 6min
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
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 r...
29 Kesä 202556min
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
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 ...
26 Kesä 20251h 26min
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
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 S...
22 Kesä 20251h 15min
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
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 ...
18 Kesä 202533min
Equity Market Strength is Masking a Recession | Mike Green
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 c...
18 Kesä 20251h 14min
The Fed Will Choose Inflation Over Recession | Vincent Deluard
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 ...
15 Kesä 202557min
