“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

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Jim Rogers on China, Silver, and Timeless Investment Lessons

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

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: 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

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 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

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

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