Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe
Hedge fund strategies like distressed, long short equities, relative value, etc. are well defined and understood by allocators. As a result, funds that fit neatly into these style boxes can easily ans...
12 Marras 202456min
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds
Citrini, the thematic cross-asset investor known for his prescient and profitable calls on AI and GLP-1s, joins Monetary Matters to review with Jack his “Trump basket” which since its inception in Mar...
10 Marras 20241h 6min
A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe
The Federal Reserve continued its course of interest rate cuts in the first FOMC meeting following the election of Donald Trump and a defiant Chairman Powell strongly rejected any notion that Trump’s ...
7 Marras 20241h 1min
Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max Wiethe
Harris Kupperman, CIO and Founder of Praetorian Capital joins Max Wiethe to share how he’s grown his firm to over $300 million in AUM, largely by breaking the institutional mold. They discuss Kupperma...
6 Marras 202457min
The Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth Migration
Email info@monetary-matters.com to inquire about Henley & Partners, and Jack will connect you with Basil. Basil Mohr-Elzeki, Managing Director and Head of Americas for Henley & Partners, joins Jack o...
3 Marras 202449min
Is The Yield Curve’s Recession Signal Wrong?Jeff Snider
Jeff Snider of Eurodollar University joins Jack to explore whether the inverted yield curve signal has been proven wrong, and just how strong or weak the U.S. economy is. Recorded on October 28, 2024....
30 Loka 20241h 26min
To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe
Building a successful hedge fund is hard. It’s even harder when you’re fighting the perpetual upward momentum of the market. Despite this headwind, Carson Block, CIO and Founder of Muddy Waters Capita...
29 Loka 20241h 34min
Not Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price Bubble
David Rosenberg, founder and president of Rosenberg Research & Associates Inc., joins Jack Farley on Monetary Matters to argue why a recession is likely to occur as soon as 2025. Rosenberg points to t...
28 Loka 20241h 10min
