Active Management Still Matters in Emerging Markets | Jamie Carter

Active Management Still Matters in Emerging Markets | Jamie Carter

Jamie Carter, Partner and Managing Director at Variis Partners has spent much of his career focused on the world of long-only emerging-market investment boutiques. In this interview with Max Wiethe, Carter discusses the huge differences between building a long only business and a hedge fund business, why launching fund vehicles out of the UK has become more difficult, the differences in raising capital in the US, UK, and Europe, and why he thinks emerging markets are the last hold outs for fundamental active managers. He also explains why EM investors and allocators are holding their collective breath waiting to see how the Trump administration’s policies will impact global markets. Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR You can learn more about Variis Partners on their website: https://www.variispartners.co.uk Follow Max Wiethe on Twitter: https://x.com/maxwiethe

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The Oil Market Has A Big Problem | Paul Sankey

The Oil Market Has A Big Problem | Paul Sankey

Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why...

4 Loka 20241h 3min

Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that se...

1 Loka 20241h 13min

China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China

China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China

China’s central bank just shocked markets with several impressive sounding stimulus measures, causing the biggest one-week rally in Chinese stocks since 2008. But how effective is this stimulus actual...

28 Syys 20241h 15min

Neil Dutta: This is What a Soft Landing Looks Like

Neil Dutta: This is What a Soft Landing Looks Like

Neil Dutta, Head of Economic Research at Renaissance Macro Research, joins Monetary Matters to update his prior call that the US economy would not enter a recession. He explains why a soft landing is ...

25 Syys 202450min

Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders

Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders

Kris Sidial, co-CIO of Ambrus Group, joins Monetary Matters to break down the conditions in volatility markets that exacerbated the sharp sell-off in early August, and explain why he thinks the risks ...

22 Syys 20241h 16min

Danielle DiMartino Booth: The Fed Is Still Behind The Curve

Danielle DiMartino Booth: The Fed Is Still Behind The Curve

Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at ht...

19 Syys 202459min

Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market

Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market

Joseph Wang, former senior trader for the New York Fed and publisher of FedGuy.com, joins Jack Farley as the first guest of Monetary Matters. Joseph shares his view on the Federal Reserve's historic d...

18 Syys 202457min

Introducing... Monetary Matters

Introducing... Monetary Matters

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. First episode going out with Joseph Wang on September 18, shortly after the Federal Reserve begins its ...

17 Syys 202452s

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