Monetary Matters with Jack Farley
By Jack Farley
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Category: Investing
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Subscribers: 91
Reviews: 1
Episodes: 194
Joe H
Nov 22, 2025
Jack and Max are excellent hosts and provide informative interviews. All of the guests are the best of the best.
Description
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
| Episode | Date |
|---|---|
|
“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market
|
Dec 10, 2025 |
|
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
|
Dec 09, 2025 |
|
Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
|
Dec 08, 2025 |
|
China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
|
Nov 30, 2025 |
|
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
|
Nov 29, 2025 |
|
Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max
|
Nov 28, 2025 |
|
As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets
|
Nov 27, 2025 |
|
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
|
Nov 25, 2025 |
|
Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
|
Nov 24, 2025 |
|
The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market
|
Nov 23, 2025 |
|
Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies
|
Nov 21, 2025 |
|
AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble
|
Nov 19, 2025 |
|
Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerman CenterBook Partners
|
Nov 18, 2025 |
|
The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage Servicing, Commercial Real Estate, and Rithm's Asset Manager Acquisition Strategy
|
Nov 16, 2025 |
|
The Case For S&P 10,000 by 2027 | Erik YWR on Global Economic Boom, Why Soaring Earnings Support High Equity Valuations, and Oil + China
|
Nov 14, 2025 |
|
Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein
|
Nov 13, 2025 |
|
Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable
|
Nov 10, 2025 |
|
Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy
|
Nov 06, 2025 |
|
This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital
|
Nov 04, 2025 |
|
More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max
|
Nov 02, 2025 |
|
Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market
|
Oct 30, 2025 |
|
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold
|
Oct 29, 2025 |
|
Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital
|
Oct 28, 2025 |
|
The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines
|
Oct 22, 2025 |
|
The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle
|
Oct 20, 2025 |
|
Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update
|
Oct 18, 2025 |
|
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
|
Oct 16, 2025 |
|
What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows
|
Oct 13, 2025 |
|
Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat
|
Oct 11, 2025 |
|
How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy
|
Oct 08, 2025 |
|
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
|
Oct 05, 2025 |
|
Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
|
Oct 01, 2025 |
|
Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar
|
Sep 28, 2025 |
|
Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP
|
Sep 25, 2025 |
|
Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids
|
Sep 24, 2025 |
|
Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More
|
Sep 19, 2025 |
|
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital
|
Sep 16, 2025 |
|
“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing
|
Sep 15, 2025 |
|
Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market
|
Sep 12, 2025 |
|
Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
|
Sep 11, 2025 |
|
Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management
|
Sep 09, 2025 |
|
The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)
|
Sep 07, 2025 |
|
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
|
Sep 03, 2025 |
|
Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler
|
Aug 31, 2025 |
|
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
|
Aug 27, 2025 |
|
“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree
|
Aug 26, 2025 |
|
Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max
|
Aug 22, 2025 |
|
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)
|
Aug 19, 2025 |
|
Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)
|
Aug 18, 2025 |
|
Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness
|
Aug 14, 2025 |
|
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market
|
Aug 12, 2025 |
|
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
|
Aug 08, 2025 |
|
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
|
Aug 05, 2025 |
|
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
|
Aug 03, 2025 |
|
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
|
Jul 31, 2025 |
|
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
|
Jul 30, 2025 |
|
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
|
Jul 27, 2025 |
|
Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
|
Jul 23, 2025 |
|
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
|
Jul 22, 2025 |
|
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
|
Jul 20, 2025 |
|
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
|
Jul 15, 2025 |
|
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
|
Jul 13, 2025 |
|
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade
|
Jul 10, 2025 |
|
The Market Has Moved from Deflation to Debasement | Warren Pies
|
Jul 08, 2025 |
|
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed
|
Jul 06, 2025 |
|
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
|
Jul 02, 2025 |
|
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
|
Jul 01, 2025 |
|
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
|
Jun 29, 2025 |
|
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
|
Jun 26, 2025 |
|
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
|
Jun 22, 2025 |
|
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
|
Jun 18, 2025 |
|
Equity Market Strength is Masking a Recession | Mike Green
|
Jun 18, 2025 |
|
The Fed Will Choose Inflation Over Recession | Vincent Deluard
|
Jun 15, 2025 |
|
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
|
Jun 12, 2025 |
|
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein
|
Jun 11, 2025 |
|
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
|
Jun 08, 2025 |
|
What Investors Are Overlooking in AI & Semis | Val Zlatev
|
Jun 05, 2025 |
|
Soaring US Debt Burden & The Global Market Reset | Gerard Minack
|
Jun 04, 2025 |
|
American Exceptionalism was a Fiscal Facade | Marco Papic
|
Jun 01, 2025 |
|
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
|
May 29, 2025 |
|
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
|
May 28, 2025 |
|
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
|
May 25, 2025 |
|
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
|
May 23, 2025 |
|
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
|
May 20, 2025 |
|
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
|
May 17, 2025 |
|
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
|
May 16, 2025 |
|
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
|
May 14, 2025 |
|
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
|
May 12, 2025 |
|
The Global Trade Reset Was Inevitable | George Magnus
|
May 08, 2025 |
|
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow
|
May 07, 2025 |
|
Getting Ready For A Protracted Bear Market | Last Bear Standing
|
May 06, 2025 |
|
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
|
May 04, 2025 |
|
How Hedge Funds Have Managed Market Turmoil with Jack and Max
|
Apr 30, 2025 |
|
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
|
Apr 28, 2025 |
|
The Financial Sector Prepares for Recession | Marc Rubinstein
|
Apr 27, 2025 |
|
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
|
Apr 24, 2025 |
|
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
|
Apr 23, 2025 |
|
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap
|
Apr 22, 2025 |
|
Breaking The Dollar System | Freya Beamish
|
Apr 20, 2025 |
|
The World Is Dumping U.S. Assets | Julian Brigden
|
Apr 16, 2025 |
|
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital
|
Apr 15, 2025 |
|
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs
|
Apr 11, 2025 |
|
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
|
Apr 09, 2025 |
|
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition
|
Apr 08, 2025 |
|
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook
|
Apr 08, 2025 |
|
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market
|
Apr 07, 2025 |
|
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash
|
Apr 07, 2025 |
|
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs
|
Apr 05, 2025 |
|
Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)
|
Apr 03, 2025 |
|
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
|
Apr 02, 2025 |
|
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
|
Apr 01, 2025 |
|
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
|
Mar 26, 2025 |
|
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
|
Mar 25, 2025 |
|
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
|
Mar 23, 2025 |
|
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
|
Mar 20, 2025 |
|
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
|
Mar 19, 2025 |
|
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
|
Mar 18, 2025 |
|
“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
|
Mar 16, 2025 |
|
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
|
Mar 14, 2025 |
|
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
|
Mar 12, 2025 |
|
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
|
Mar 11, 2025 |
|
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
|
Mar 09, 2025 |
|
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
|
Mar 08, 2025 |
|
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
|
Mar 05, 2025 |
|
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
|
Mar 02, 2025 |
|
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
|
Feb 27, 2025 |
|
Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber
|
Feb 23, 2025 |
|
The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
|
Feb 19, 2025 |
|
The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
|
Feb 18, 2025 |
|
The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs
|
Feb 16, 2025 |
|
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB
|
Feb 12, 2025 |
|
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
|
Feb 11, 2025 |
|
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
|
Feb 10, 2025 |
|
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
|
Feb 07, 2025 |
|
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
|
Feb 05, 2025 |
|
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
|
Feb 03, 2025 |
|
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
|
Jan 31, 2025 |
|
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
|
Jan 30, 2025 |
|
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
|
Jan 29, 2025 |
|
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
|
Jan 28, 2025 |
|
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
|
Jan 26, 2025 |
|
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
|
Jan 22, 2025 |
|
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors
|
Jan 21, 2025 |
|
Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets
|
Jan 19, 2025 |
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Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen
|
Jan 15, 2025 |
|
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value
|
Jan 14, 2025 |
|
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
|
Jan 13, 2025 |
|
Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime
|
Jan 10, 2025 |
|
S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025
|
Jan 09, 2025 |
|
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
|
Jan 07, 2025 |
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Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave
|
Jan 05, 2025 |
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Citrini’s Top 25 Trades For 2025
|
Dec 31, 2024 |
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Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample
|
Dec 29, 2024 |
|
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
|
Dec 26, 2024 |
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From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
|
Dec 23, 2024 |
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U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth
|
Dec 19, 2024 |
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Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off
|
Dec 18, 2024 |
|
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
|
Dec 17, 2024 |
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The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral
|
Dec 15, 2024 |
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20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
|
Dec 12, 2024 |
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Active Management Still Matters in Emerging Markets | Jamie Carter
|
Dec 10, 2024 |
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Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe
|
Dec 08, 2024 |
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The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
|
Dec 04, 2024 |
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The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital
|
Dec 03, 2024 |
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Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy
|
Dec 01, 2024 |
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Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
|
Nov 27, 2024 |
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The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo
|
Nov 27, 2024 |
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Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks
|
Nov 24, 2024 |
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S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued
|
Nov 20, 2024 |
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How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
|
Nov 19, 2024 |
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Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
|
Nov 17, 2024 |
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U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration
|
Nov 13, 2024 |
|
Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe
|
Nov 12, 2024 |
|
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds
|
Nov 10, 2024 |
|
A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe
|
Nov 07, 2024 |
|
Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max Wiethe
|
Nov 06, 2024 |
|
The Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth Migration
|
Nov 03, 2024 |
|
Is The Yield Curve’s Recession Signal Wrong?Jeff Snider
|
Oct 30, 2024 |
|
To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe
|
Oct 29, 2024 |
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Not Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price Bubble
|
Oct 28, 2024 |
|
The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening
|
Oct 23, 2024 |
|
Jim Rogers on China, Silver, and Timeless Investment Lessons
|
Oct 20, 2024 |
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Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher
|
Oct 16, 2024 |
|
Jared Dillian: Private Equity Has Reached A Sentiment Top
|
Oct 13, 2024 |
|
How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge
|
Oct 09, 2024 |
|
Lyn Alden on China's Real Estate Implosion & Stock Market Rally
|
Oct 06, 2024 |
|
The Oil Market Has A Big Problem | Paul Sankey
|
Oct 04, 2024 |
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Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession
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Oct 01, 2024 |
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China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China
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Sep 28, 2024 |
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Neil Dutta: This is What a Soft Landing Looks Like
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Sep 25, 2024 |
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Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders
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Sep 22, 2024 |
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Danielle DiMartino Booth: The Fed Is Still Behind The Curve
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Sep 19, 2024 |
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Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market
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Sep 18, 2024 |
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Introducing... Monetary Matters
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Sep 17, 2024 |