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 forc...
2 Apr 20251h 5min
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm Petr Pinkhasov, CIO and founder of Anth...
1 Apr 202555min
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is an expert on global trade and capital flows, having...
26 Mar 20251h 26min
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm Nicolás Dujovne, CIO and founder of T...
25 Mar 20251h 5min
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe While Chris Whalen of Whalen Global Advisors is a supporter of many of the Trump administration’s policies, he exp...
23 Mar 20251h 4min
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Jim Bianco returns to Monetary Matters to break down the March Fed...
20 Mar 20251h 11min
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
Kris Sidial, co-CIO of The Ambrus Group, returns to Monetary Matters to share his decidedly bearish view of the U.S. stock market. Kris argues that volatility markets are not sufficiently pricing in t...
19 Mar 202554min
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm John Bowman, CEO of CAIA Association, t...
18 Mar 20251h 19min
