The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Rohit Goel, partner and head of global macro at Breakout Capital, joins Monetary Matters to share his views on e...
5 Feb 20251h 24min
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
Brad Rinschler, managing partner and portfolio manager at Down Range Capital, joins Jack to share his in-depth view on the many niches of publicly traded bank stocks. Rinschler explains why he was sho...
3 Feb 20251h 27min
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Joseph Wang of FedGuy.com returns to Monetary Matters to share his...
31 Jan 202551min
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
Former fund manager and short seller Russell Clark has always believed that the key to adding value for investors is to solve for the biggest risks in their portfolios. He also argues it’s the key to ...
30 Jan 202556min
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
Federal Reserve chair Jerome Powell updated investors on the key factors driving interest rate policy at the same time as another perhaps even bigger factor, the future of AI, is rocking markets. Jack...
29 Jan 202532min
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
Mark Zandi, Chief Economist for Moody’s Analytics, joins monetary matters to discuss his outlook for the US economy and why he thinks higher yields driven by broad based tariffs are the biggest risk t...
28 Jan 20251h 6min
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
David Steinberg, founder and chief investment officer of Marlowe Partners, joins Jack for a very special episode of Monetary Matters. Steinberg recounts what he learned working for Soros and Scott Bes...
26 Jan 20252h 35min
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Louis Vincent Gave, Founding Partner & Chief Executive Officer at ...
22 Jan 20251h 24min
