The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening
Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like it’s 1997 again. Recorded on October 21, 2024. Follow Monetary Matt...
23 Loka 20241h 10min
Jim Rogers on China, Silver, and Timeless Investment Lessons
Investing legend Jim Rogers joins Jack Farley on Monetary Matters to share timeless investing lessons. Rogers warns that people who blindly follow financial pundits without doing their own analysis ar...
20 Loka 202456min
Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher
Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up i...
16 Loka 20241h 25min
Jared Dillian: Private Equity Has Reached A Sentiment Top
Jared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risk...
13 Loka 202443min
How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge
SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You ...
9 Loka 202453min
Lyn Alden on China's Real Estate Implosion & Stock Market Rally
Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the Amer...
6 Loka 20241h 18min
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, 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
