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
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
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...
13 Heinä 20251h 10min
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Oren Cass, chief economist at American Compass, joins Jack to make the case that globalization over the past 50 ...
10 Heinä 20251h 4min
The Market Has Moved from Deflation to Debasement | Warren Pies
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 ETF (SM...
8 Heinä 20251h 7min
