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
U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth
Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, joins Monetary Matters to share her views on the December Federal Reserve FOMC meeting and her outlook on markets and the U.S. economy ...
19 Des 20241h 4min
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off
Jack welcomes Max Wiethe, business partner and host of Other People’s Money podcast, to break down December’s Federal Reserve meeting. Jack shares why he bought puts prior to the Fed’s meeting and his...
18 Des 202437min
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
Noel Smith, founder of Convex Asset Management has spent most of his career outside of the world of managing other people’s money. Instead, he traded his own capital as a proprietary trader. Prop trad...
17 Des 202455min
The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral
Vincent Deluard, director of global macro for StoneX, joins Monetary Matters to share why he thinks there is a perfect storm of macro headwinds that in April to May of 2025 may put a halt to the relen...
15 Des 20241h 21min
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
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...
12 Des 202456min
Active Management Still Matters in Emerging Markets | Jamie Carter
Jamie Carter, Partner and Managing Director at Variis Partners has spent much of his career focused on the world of long-only emerging-market investment boutiques. In this interview with Max Wiethe, C...
10 Des 20241h 17min
Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe
Jack Farley welcomes Max Wiethe, his business partner and host of the Other People’s Money podcast, for a conversation about the job market, the stock market, and the recent central banking conference...
8 Des 20241h 4min
