Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket

Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket

Darius Dale of 42Macro joins Jack to explain why he’s been bearish on U.S. stocks and expects the rough sledding to continue. Dale believes stagflationary shock from tariffs and deflationary DOGE forces could cause Treasurys to catch a short-term bid, but long-term he is bearish on bonds. On a longer-term time horizon, Dale thinks Trump fiscal forces could be positive for the economy and markets. Recorded on April 1, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Darius Dale on Twitter https://x.com/DariusDale42 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

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The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

When was the last time you heard about an exciting new mutual fund launch? It’s probably been a while. Despite ETFs, hedge funds, and burgeoning asset classes like private credit taking all the headli...

7 Tammi 202557min

Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

Jason Cave, Senior Consultant at Potomak Global Partners, has over 30 years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview, Cave explains why he...

5 Tammi 20251h 46min

Citrini’s Top 25 Trades For 2025

Citrini’s Top 25 Trades For 2025

Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15): https://www.citriniresearch.co...

31 Joulu 20241h 54min

Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

With the end of year approaching and SOFR/IOR spreads widening, Darrell Duffie, renowned and prolific monetary scholar, joins Monetary Matters to share his views on why liquidity strains often appear ...

29 Joulu 20241h 10min

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

Having raised over $450m in less than 6 months, Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of $FCTE, has had one of the most successful independent ETF launches of all time. Desp...

26 Joulu 202451min

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/Teucr...

23 Joulu 20241h 50min

U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth

U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth

Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, joins Monetary Matters to share her views on the December Federal Reserve FOMC meeting and her outlook on markets and the U.S. economy ...

19 Joulu 20241h 4min

Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off

Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off

Jack welcomes Max Wiethe, business partner and host of Other People’s Money podcast, to break down December’s Federal Reserve meeting. Jack shares why he bought puts prior to the Fed’s meeting and his...

18 Joulu 202437min

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