“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm James Aitken of Aitken Advisors is o...
16 Maalis 20251h 48min
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
Recorded on March 13, 2025. Follow Aahan Menon on Twitter https://x.com/AahanPrometheus Follow Prometheus Macro on Twitter https://x.com/prometheusmacro Follow Jack Farley on Twitter https://x.com/Ja...
14 Maalis 20251h 14min
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Michael Howell of Crossborder Capital returns to Monetary Matters ...
12 Maalis 20251h 20min
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm Toronto may be the financial capital of...
11 Maalis 202556min
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack During most stock market sell-offs, the dollar tends to rise. Juli...
9 Maalis 20251h 9min
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
With a week of tough declines in U.S. stocks and the U.S. dollar, Jack welcomes business partner and host of “Other People’s Money” show Max Wiethe to talk the uncertainty that is driving markets lowe...
8 Maalis 202549min
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Recorded on March 4, 2025. Follow VanEck on Twitter https://x.com...
5 Maalis 20251h 11min
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
Eric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27, 2025. Follow Eric Wallerstein on Twitter https:...
2 Maalis 20251h 27min
