Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon

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/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

Episoder(243)

Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More

Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More

Monetary Matters can get 25% off Citrini Bundle (Citrindex AND Citrini Research) here through January 14: https://www.citriniresearch.com/subscribe?coupon=398e4269 The investor known only as Citrin...

31 Des 20251h 52min

Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage

Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage

In this episode of Other People’s Money, Matt Ober, General Partner at Social Leverage, discusses how the data economy is evolving for providers, vendors, and investors. He explains how AI is reshapin...

30 Des 202559min

Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations

Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes Maria Vassalou, head of the Pictet Research Institute, to discuss global demographic decline and h...

29 Des 20251h 22min

China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh

China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe   Jay Shambaugh, former Under Secretary of the Treasury for International Affairs, joins Jack to discuss U.S. eco...

24 Des 20251h 21min

How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko

How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Read about Indian Aerospace & Defense and sign up...

21 Des 20251h 19min

From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation

From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe In this episode of Monetary Matters, Jack sits down with Steve Hou, Senior Quant Researcher at Bloomberg, to dis...

20 Des 20251h 7min

Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck

Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-mat...

18 Des 202557min

How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Over the last 8 years, Yaron Naymark, founder and managing partner...

17 Des 202559min

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