Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket

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 forces could cause Treasurys to catch a short-term bid, but long-term he is bearish on bonds. On a longer-term time horizon, Dale thinks Trump fiscal forces could be positive for the economy and markets. Recorded on April 1, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Darius Dale on Twitter https://x.com/DariusDale42 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

Episoder(248)

What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB

What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Kenneth Wilcox served as the CEO of Silicon Valley Bank from 2001 t...

12 Feb 20251h 38min

Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

Fast track your buyside career and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm What does it take to succeed in one of the most competitive industries on the planet? Brett Ca...

11 Feb 20251h 16min

“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

Dan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his new book, “The Humble Investor: How to find a winn...

10 Feb 20251h 13min

Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

Hedge fund success both for their investors and operationally is almost always the result of a team effort. Ilya Zaides, CIO and Founder of 14B Capital Management, explains why this means hedge fund i...

7 Feb 202555min

The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia

The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Rohit Goel, partner and head of global macro at Breakout Capital, joins Monetary Matters to share his views on e...

5 Feb 20251h 24min

2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More

2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More

Brad Rinschler, managing partner and portfolio manager at Down Range Capital, joins Jack to share his in-depth view on the many niches of publicly traded bank stocks. Rinschler explains why he was sho...

3 Feb 20251h 27min

Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)

Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Joseph Wang of FedGuy.com returns to Monetary Matters to share his...

31 Jan 202551min

Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks

Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks

Former fund manager and short seller Russell Clark has always believed that the key to adding value for investors is to solve for the biggest risks in their portfolios. He also argues it’s the key to ...

30 Jan 202556min

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