“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook

“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook

Tian Yang, CEO and head of research at Variant Perception, explains his view on a variety of assets on time horizons of tactical, cyclical, and structural duration. Recorded April 7, 2025. Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://variantperception.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

Jaksot(245)

Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investo...

27 Helmi 202554min

Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber

Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber

“Gambling Man” on Simon & Schuster: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 “Gambling Man” on Amazon: https://www.amazon.com/Gambling-Man-Greatest-Disruptor-Ma...

23 Helmi 202548min

The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”

The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”

Jean-Baptiste Wautie, a veteran of private markets, joins Jack to share his nuanced and informed view on the asset class. Jean-Baptiste (JB) Wautier’s career highlights include significant roles at Ar...

19 Helmi 20251h 26min

The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index

The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index

Ken Heinz, President of HFR Index LLC, joins Other People’s Money to break down the trends driving the hedge fund industry’s growth to a record $4.5 trillion in assets under management. HFR’s data on ...

18 Helmi 202556min

The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs

The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Dr. Patrick Honohan, honorary professor of economics at Trinity Co...

16 Helmi 20251h 19min

What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB

What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Kenneth Wilcox served as the CEO of Silicon Valley Bank from 2001 t...

12 Helmi 20251h 38min

Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

Fast track your buyside career and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm What does it take to succeed in one of the most competitive industries on the planet? Brett Ca...

11 Helmi 20251h 16min

“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

Dan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his new book, “The Humble Investor: How to find a winn...

10 Helmi 20251h 13min

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