Jared Dillian: Private Equity Has Reached A Sentiment Top
Jared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risk...
13 Okt 202443min
How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge
SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You ...
9 Okt 202453min
Lyn Alden on China's Real Estate Implosion & Stock Market Rally
Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the Amer...
6 Okt 20241h 18min
The Oil Market Has A Big Problem | Paul Sankey
Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why...
4 Okt 20241h 3min
Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession
Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that se...
1 Okt 20241h 13min
China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China
China’s central bank just shocked markets with several impressive sounding stimulus measures, causing the biggest one-week rally in Chinese stocks since 2008. But how effective is this stimulus actual...
28 Sep 20241h 15min
Neil Dutta: This is What a Soft Landing Looks Like
Neil Dutta, Head of Economic Research at Renaissance Macro Research, joins Monetary Matters to update his prior call that the US economy would not enter a recession. He explains why a soft landing is ...
25 Sep 202450min
Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders
Kris Sidial, co-CIO of Ambrus Group, joins Monetary Matters to break down the conditions in volatility markets that exacerbated the sharp sell-off in early August, and explain why he thinks the risks ...
22 Sep 20241h 16min
