American Exceptionalism was a Fiscal Facade | Marko Papic
Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for US assets, it will be the necessary shift to fisc...
1 Kesä 20251h 6min
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ year track record of S&P 500 outperformance. Here he ...
29 Touko 20251h 14min
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ Steve Hanke, author of “Making...
28 Touko 202545min
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
Jason Furman, former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of E...
25 Touko 202537min
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
Nicolás Dujovne, CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies, EM debt investing, an...
23 Touko 20251h 25min
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon, founder and CEO of Prometheus Macro, returns to Monetary Matters...
20 Touko 20251h 43min
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics, joins Monetary Matters to discuss his work at the IMF on the potential risks to the global financial system that the growth of p...
17 Touko 20251h 25min
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the Flu: Parsing Pandemic Economic Shocks.” Kotok cites d...
16 Touko 20251h 4min
