End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy

End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy

Kara Murphy, CIO of Kestra Investment Management, joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach, and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock market. Recorded on May 2, 2025. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ 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(241)

Lyn Alden on China's Real Estate Implosion & Stock Market Rally

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

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: 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 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: 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: "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

Danielle DiMartino Booth: The Fed Is Still Behind The Curve

Danielle DiMartino Booth: The Fed Is Still Behind The Curve

Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at ht...

19 Sep 202459min

Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market

Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market

Joseph Wang, former senior trader for the New York Fed and publisher of FedGuy.com, joins Jack Farley as the first guest of Monetary Matters. Joseph shares his view on the Federal Reserve's historic d...

18 Sep 202457min

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