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
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
This Monetary Matters episode 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 (S...
27 Heinä 20251h 22min
Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
Wayne Dahl, managing director and co-portfolio manager of Global Credit at Oaktree Capital Management, joins Monetary Matters to share his views on navigating the world of credit. With spreads low not...
23 Heinä 202559min
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the differences between SPACs and DeSPACs, common miscon...
22 Heinä 202547min
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
Volatility specialist Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast, joins Jack to share his view on volatility across assets. He explains why he thinks even thou...
20 Heinä 20251h 5min
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ET...
15 Heinä 20251h 10min
