Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SM...
18 Elo 20251h 17min
Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe break down recent econo...
14 Elo 202544min
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market
Leland Clemons, co-founder and CEO of BondBloxx, shares his view on where he thinks fixed-income ETFs are headed. He talks about the creation of the first private credit ETF (consisting of tranches of...
12 Elo 202557min
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews, former PM at Brevan Howard and publisher of SuperMacro, has emphatically rejected the c...
8 Elo 20251h 14min
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research a...
5 Elo 202557min
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SM...
3 Elo 20251h 21min
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
This Monetary Matters episode is brought to you by Fiscal.ai.Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe break down today’s FOMC r...
31 Heinä 202545min
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important fac...
30 Heinä 202554min
