Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing power that benefit from inflationary environments. R...
17 Nov 20241h 21min
U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration
Veteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks the crowded long dollar trade has created a set-up for the Euro to ...
13 Nov 20241h 10min
Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe
Hedge fund strategies like distressed, long short equities, relative value, etc. are well defined and understood by allocators. As a result, funds that fit neatly into these style boxes can easily ans...
12 Nov 202456min
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds
Citrini, the thematic cross-asset investor known for his prescient and profitable calls on AI and GLP-1s, joins Monetary Matters to review with Jack his “Trump basket” which since its inception in Mar...
10 Nov 20241h 6min
A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe
The Federal Reserve continued its course of interest rate cuts in the first FOMC meeting following the election of Donald Trump and a defiant Chairman Powell strongly rejected any notion that Trump’s ...
7 Nov 20241h 1min
Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max Wiethe
Harris Kupperman, CIO and Founder of Praetorian Capital joins Max Wiethe to share how he’s grown his firm to over $300 million in AUM, largely by breaking the institutional mold. They discuss Kupperma...
6 Nov 202457min
The Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth Migration
Email info@monetary-matters.com to inquire about Henley & Partners, and Jack will connect you with Basil. Basil Mohr-Elzeki, Managing Director and Head of Americas for Henley & Partners, joins Jack o...
3 Nov 202449min
Is The Yield Curve’s Recession Signal Wrong?Jeff Snider
Jeff Snider of Eurodollar University joins Jack to explore whether the inverted yield curve signal has been proven wrong, and just how strong or weak the U.S. economy is. Recorded on October 28, 2024....
30 Okt 20241h 26min
