Why Andy Constan Says The AI Bubble is in Earnings, Not Price
Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube fro...
16 Touko 33min
“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities
Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack sits down with veteran macro investor Andrew Perry of Macro Pillars. Perry p...
15 Touko 59min
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Jack Farley and Max Wiethe host Lyn Alden to explore the profound economic shifts driven by AI and the semicon...
13 Touko 50min
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
Learn more about the Fundrise Income Fund here: https://fundrise.com/mm In this episode of Other People's Money, Thomas Lloyd-Jones, Co-founder and CIO of Zenzic Capital, joins the show to unpack t...
12 Touko 1h 2min
Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting
To learn more about Pictet AI Enhanced US Equity ETF ($PQUS), click here: https://etf.am.pictet.com/pqus/ This interview is brought to you by Pictet Asset Management. To learn more about Pictet AI...
10 Touko 38min
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
Monetary Matters listeners can save $1000 on their first-year subscription to KEDM Research with coupon code mm2026: https://kedm.com/?add-to-cart=4175&apply_coupon=mm2026 Harris Kupperman and Rode...
6 Touko 1h
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
Request Access to Free Trial to Caliban, Warren’s new AI-powered research tool that automates complex data sourcing & institutional-grade charting for investors: https://www.3fourteenresearch.com/mon...
4 Touko 1h 10min
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm In this episode of "Monetary Matters," Jacob Pozharny, Co-Chief Investment Officer and Portfolio Manager at Brid...
1 Touko 1h 22min
