“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
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
Hedge fund success both for their investors and operationally is almost always the result of a team effort. Ilya Zaides, CIO and Founder of 14B Capital Management, explains why this means hedge fund i...
7 Helmi 202555min
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Rohit Goel, partner and head of global macro at Breakout Capital, joins Monetary Matters to share his views on e...
5 Helmi 20251h 24min
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
Brad Rinschler, managing partner and portfolio manager at Down Range Capital, joins Jack to share his in-depth view on the many niches of publicly traded bank stocks. Rinschler explains why he was sho...
3 Helmi 20251h 27min
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Joseph Wang of FedGuy.com returns to Monetary Matters to share his...
31 Tammi 202551min
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
Former fund manager and short seller Russell Clark has always believed that the key to adding value for investors is to solve for the biggest risks in their portfolios. He also argues it’s the key to ...
30 Tammi 202556min
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
Federal Reserve chair Jerome Powell updated investors on the key factors driving interest rate policy at the same time as another perhaps even bigger factor, the future of AI, is rocking markets. Jack...
29 Tammi 202532min
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
Mark Zandi, Chief Economist for Moody’s Analytics, joins monetary matters to discuss his outlook for the US economy and why he thinks higher yields driven by broad based tariffs are the biggest risk t...
28 Tammi 20251h 6min
