“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash
David Kotok’s book, “The Fed and the Flu: Parsing Pandemic Economic Shocks”: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Follow Jack Farley on Twitter https://x.com/...
7 Apr 202556min
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs
Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs, volatility, and the growth of ETFs with embedded derivatives. Recorded on March 26 (before “Liberation Day” and the...
5 Apr 20251h 5min
Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)
Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trump’s reciprocal tariffs which are based not on other countries’ tariff or non-tariff trade measures, bu...
3 Apr 202544min
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
Darius Dale of 42Macro joins Jack to explain why he’s been bearish on U.S. stocks and expects the rough sledding to continue. Dale believes stagflationary shock from tariffs and deflationary DOGE forc...
2 Apr 20251h 5min
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
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 Petr Pinkhasov, CIO and founder of Anth...
1 Apr 202555min
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is an expert on global trade and capital flows, having...
26 Mar 20251h 26min
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
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 Nicolás Dujovne, CIO and founder of T...
25 Mar 20251h 5min
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe While Chris Whalen of Whalen Global Advisors is a supporter of many of the Trump administration’s policies, he exp...
23 Mar 20251h 4min
