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(247)

Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

Jack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afte...

10 Jan 202552min

S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025

S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025

Mel Mattison, investor, monetary theorist, and former fintech executive, joins Monetary Matters to share how he’s thinking about the next few years for the financial system. Stunned that Mel’s “6,000 ...

9 Jan 20251h 38min

The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

When was the last time you heard about an exciting new mutual fund launch? It’s probably been a while. Despite ETFs, hedge funds, and burgeoning asset classes like private credit taking all the headli...

7 Jan 202557min

Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

Jason Cave, Senior Consultant at Potomak Global Partners, has over 30 years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview, Cave explains why he...

5 Jan 20251h 46min

Citrini’s Top 25 Trades For 2025

Citrini’s Top 25 Trades For 2025

Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15): https://www.citriniresearch.co...

31 Des 20241h 54min

Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

With the end of year approaching and SOFR/IOR spreads widening, Darrell Duffie, renowned and prolific monetary scholar, joins Monetary Matters to share his views on why liquidity strains often appear ...

29 Des 20241h 10min

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

Having raised over $450m in less than 6 months, Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of $FCTE, has had one of the most successful independent ETF launches of all time. Desp...

26 Des 202451min

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/Teucr...

23 Des 20241h 50min

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