Beste Monetary podcaster (2025)

1
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB 1:38:08

4d ago1:38:08

1:38:08

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Kenneth Wilcox served as the CEO of Silicon Valley Bank from 2001 to 2011. He reflects on 30 years of service to SVB and its customers, as well as the stunning collapse of the institution in March 2023. Wilcox shares h…

1
Episode 36h - George Eliot's Middlemarch, A Study of Provincial Life - Part Three 9:34:53

19d ago9:34:53

9:34:53

X: @BTCPhilosopher1 Instagram: btcphilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1q0n65g6xju890ua9arlwr9ed2nx5d0n8ud0jzlg XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VH…

1
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge 1:16:37

5d ago1:16:37

1:16:37

Fast track your buyside career and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm What does it take to succeed in one of the most competitive industries on the planet? Brett Caughran, lead trainer and founder at buyside analyst training platform Fundamental Edge is trying to codify the answer to that question and systematize …

1
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More 1:13:33

6d ago1:13:33

1:13:33

Dan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his new book, “The Humble Investor: How to find a winning edge in a surprising world.” Recorded on February 4, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Dan Rasmussen on Twitte…

1
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital 55:07

9d ago55:07

55:07

Hedge fund success both for their investors and operationally is almost always the result of a team effort. Ilya Zaides, CIO and Founder of 14B Capital Management, explains why this means hedge fund investors can care as much about team and key relationship stability as they do about past success. Follow Other People’s Money on: Apple Podcast https…

1
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia 1:24:37

11d ago1:24:37

1:24:37

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 emerging markets, the dollar, and bond market term premia. Recorded on January 16, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Rohit Go…

1
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More 1:27:21

13d ago1:27:21

1:27:21

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 short all 5 of the banks that failed in 2023, and why he is relatively constructive on small & community banks in 2025. He also offers his bull case for …

1
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America) 51:20

16d ago51:20

51:20

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 view that markets are insufficiently discounting the large and significant tariffs that the Trump Administration will implement shortly. Joseph and Jac…

1
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks 56:58

17d ago56:58

56:58

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 successfully raising hedge fund assets. In this interview, Clark discusses the biggest risks he thinks investors face right now, why these risks have …

1
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race 32:59

18d ago32:59

32:59

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 & Max breakdown Powell’s press conference, the data points to watch, and the AI elephant in the room. Follow Monetary Matters on: Apple Podcast https…

1
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy 1:06:37

19d ago1:06:37

1:06:37

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 to the US economy. Despite the economic strength he still sees he believes recession risk is elevated, and this risk is being driven primarily by polic…

1
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake 2:35:25

21d ago2:35:25

2:35:25

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 Bessent at Quantum, and how he developed his investment style of high concentration in single-name equities. David and Jack talk Humanization of Pets, se…

1
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds 1:24:12

25d ago1:24:12

1:24:12

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 Gavekal, joins Monetary Matters to share his perspective on China in 2025 and beyond. Recorded on January 20, 2025. Follow Monetary Matters on: Apple Po…

1
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors 49:11

26d ago49:11

49:11

Almost everyone who works in finance dreams of one day showcasing their trading or investing prowess by starting their own hedge fund, but being a good trader is only one line item in a long list of skills required to be a successful hedge fund manager. Benn Eifert, Managing Partner of QVR Advisors, who himself has built his firm into one that mana…

1
Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets 1:19:40

28d ago1:19:40

1:19:40

There are always many narratives about what drives markets higher or lower but increasingly investors are turning to quantitative measures like style factors to decouple the signal from the noise and pinpoint what is actually behind major market moves. In this interview, Chris Carrano VP of Strategic Research at Venn by Two Sigma breaks down the or…

1
Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen 1:19:05

1M ago1:19:05

1:19:05

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 800.826.2333 to read and consider the prospectus, containing the investment objective, risks, and …

1
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value 52:35

1M ago52:35

52:35

If you weren’t in large and often expensive technology stocks you likely struggled as a hedge fund manager in 2024. For small/mid-cap value investors like Kyle Mowery, Portfolio Manager and Founder of Grizzly Rock Capital, who’ve sold their investors a mandate that makes it nearly impossible to go buy the NVIDIAs of the world you can only fall back…

1
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction 1:46:14

1M ago1:46:14

1:46:14

Steve Hou, Researcher at Bloomberg Indices, joins Monetary Matters to share his work on Treasury Issuance patterns and equity index construction. Hou explains that “the supply effect” (i.e. the degree to which issuance of long-term bonds rises bond yields is related to stock/bond correlation). He shares several findings from his work on indices rel…

1
Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime 52:48

1M ago52:48

52:48

Jack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afternoon of January 10. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow O…

1
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 1:38:12

1M ago1:38:12

1:38:12

Mel Mattison, investor, monetary theorist, and former fintech executive, joins Monetary Matters to share how he’s thinking about the next few years for the financial system. Stunned that Mel’s “6,000 by year-end 2024” prediction actually happened, Jack asks Mel why he now expects a violent correction in early 2025 while at the same time extending h…

1
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund 57:28

1M ago57:28

57:28

When was the last time you heard about an exciting new mutual fund launch? It’s probably been a while. Despite ETFs, hedge funds, and burgeoning asset classes like private credit taking all the headlines, mutual funds still control over $20 trillion in AUM. So, how does one raise assets in the 2020s with a product many associate with a time gone by…

1
Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave 1:46:56

1M ago1:46:56

1:46:56

Jason Cave, Senior Consultant at Potomak Global Partners, has over 30 years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview, Cave explains why he’s expecting a much better environment for banks of all sizes in the new regulatory regime under Trump. He discusses why he thinks the FDIC will final…

1
Citrini’s Top 25 Trades For 2025 1:54:24

2M ago1:54:24

1:54:24

Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15): https://www.citriniresearch.com/subscribe?coupon=d11a5439 The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of 2024 …

1
Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample 1:10:05

2M ago1:10:05

1:10:05

With the end of year approaching and SOFR/IOR spreads widening, Darrell Duffie, renowned and prolific monetary scholar, joins Monetary Matters to share his views on why liquidity strains often appear at quarter- and year-end. Duffie explains his work on the September 2019 repo blowout and shares his findings that timing of bank payments is a better…

1
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months 51:56

2M ago51:56

51:56

Having raised over $450m in less than 6 months, Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of $FCTE, has had one of the most successful independent ETF launches of all time. Despite the seemingly overnight success of his fund management business, the real story is about the steady growth of his research business that feeds int…

1
487: Why Debt is my Favorite 4 Letter Word- Mortgage Matters with Housing Expert Josh Mettle 45:30

2M ago45:30

45:30

Jason welcomes Josh Mettle, an expert in mortgages markets. According to Josh, the recent decline in mortgage purchase applications, despite rising home prices, is not indicative of a looming housing crash. This is because the current demographic trends favor homeownership, with millennials and Gen Z representing a large cohort of potential buyers.…

1
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond 1:50:57

2M ago1:50:57

1:50:57

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/Teucrium Michael Howell of Crossborder Capital joins Jack on Monetary Matters to share his outlook on global liquidity from three sources: central banks, c…

1
U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth 1:04:48

2M ago1:04:48

1:04:48

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 in 2025. DiMartino doubles down on her call that the U.S. economy is already in a recession, and explains why she thinks on January 29 2025 will be th…

1
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off 37:36

2M ago37:36

37:36

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 views for the market after its steep sell-off of nearly 3%. Max and Jack debate to what extent the monetary policy is hawkish, the bull case for the …

1
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management 55:33

2M ago55:33

55:33

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 traders are famed for generating staggering rates of return, but because they have no interest in raising money, their secrets and strategies generally re…

1
The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral 1:21:43

2M ago1:21:43

1:21:43

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 relentless rise in U.S. stocks. Deluard argues that the lower inflation of 2024 will result in a lower cost-of-living-adjustment (COLA) adjustment for 2025…

1
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster 56:49

2M ago56:49

56:49

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/Teucrium Felix Zulauf, renowned macro investor and founder of Zulauf consulting, joins Jack on Monetary Matters to share his current views on stocks, bonds…

1
Active Management Still Matters in Emerging Markets | Jamie Carter 1:17:16

2M ago1:17:16

1:17:16

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, Carter discusses the huge differences between building a long only business and a hedge fund business, why launching fund vehicles out of the UK has be…

1
Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe 1:04:20

2M ago1:04:20

1:04:20

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 they attended. Recorded on December 6, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube http…

1
Bitcoin at $100k 5:19

2M ago5:19

5:19

X: @BTCPhilosopher1 Instagram: btcphilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qsa643gx7t7nf7kwnkxxzpg7pu524s9e8t6lqlr XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VH…

1
The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve 1:13:57

2M ago1:13:57

1:13:57

A stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why she thinks that recession is now the greater risk than inflation for 2025 and beyond. Declercq argues that U.S. economy has been growing beyond organic levels by relying upon debt growth and immigration. She explains her bullish view on t…

1
The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital 1:04:21

2M ago1:04:21

1:04:21

Since Aristides Capital’s inception in August 2008, Chris Brown has returned over 1,000% for their investors with a stunning 16-year track record of no losing years. In this interview with Max Wiethe, Brown explains how they’ve been able to sustain these results and grow their business to over $300m in AUM all while operating far from the typical f…

1
Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy 1:24:55

3M ago1:24:55

1:24:55

Andy Constan joins Monetary Matters to explain why he thinks financial markets are abnormal. With credit spreads extremely tight, the yield curve flat, and an expensive stock market, Andy estimates that all assets are expensive to cash and that financial markets are required to return to normal in order for inflation to return to normal. Recorded o…

1
Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade 1:28:47

3M ago1:28:47

1:28:47

Jack is joined by George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc, and Joseph Wang, publisher at FedGuy.com and former senior trader for the New York Fed, to probe the challenges the Federal Reserve faces at its December meeting and the new year. Recorded on November 25, 2024. Follow Monetary Matters on: Apple Podcast ht…

1
The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo 54:00

3M ago54:00

54:00

Ask anyone and they will tell you it has never been harder to start a hedge fund. That’s why so many of the most successful launches of late have been funds emerging from a prior firm with the backing of the big boss, otherwise known as spinouts. Julian Robertson’s Tiger Cubs are the perhaps most famous spinouts, but it is still an extremely popula…

1
486: The Next Crash is Upon Us|Harry Dent Warns of the Coming Economic Collapse 52:01

3M ago52:01

52:01

Jason welcomes Harry Dent, a renowned economic forecaster, discussed the prolonged economic bubble. He emphasized that the current bubble, driven by massive government stimulus and money printing, is unprecedented in its longevity—three times longer than historical bubbles. Dent believes the bubble, which should have burst by 2021, has been artific…

1
Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks 1:58:22

3M ago1:58:22

1:58:22

Dr. Elham Saeidinezhad, Term Assistant Professor of Economics at Barnard College, Columbia University, and Market Structure Fellow, Jain Family Institute, joins Jack to share her upcoming papers on banks as synthetic hedge funds and interest rate swaps as synthetic funding. Recorded on November 23, 2024. Follow Monetary Matters on: Apple Podcast ht…

1
S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued 1:29:36

3M ago1:29:36

1:29:36

Warren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isn’t overvalued and why he is recommending to clients an underweight commodities stance. Pies argues that small-caps and mid-caps aren’t destined to do great if the bull market continues. Recorded on November 19, 2024. Follow Monetary Matters on: Apple Podcast …

1
How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen 55:02

3M ago55:02

55:02

Dan Rasmussen has built his firm Verdad Capital into a billion-dollar asset manager on the back of one core activity, producing high quality research. Since Verdad’s inception in 2014, they have produced almost 500 pieces of research that they publish on their website weekly and distribute both on Twitter and to their large email list of readers. T…

1
The Bitcoiner's Address 2:49

3M ago2:49

2:49

X: @BTCPhilosopher1 Instagram: btcphilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1q8scrlrsnuxq2ddw2n2feqqy23tgyr0xd4w9gg6 XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VH…

1
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas 1:21:03

3M ago1:21:03

1:21:03

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. Recorded on November 14, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez…

1
End the Fed: A Policy Proposal 18:19

3M ago18:19

18:19

This is a policy proposal for ending the Fed. #freeRoss #RonPaul2012 X: @BTCPhilosopher1 Instagram: btcphilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1q8scrlrsnuxq2ddw2n2feqqy23tgyr0xd4w9gg6 XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384q…

1
U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration 1:10:03

3M ago1:10:03

1:10:03

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 rally, and he estimates that traders are a bit too short of oil and natural gas. Equities is in the “too hard” column so he is neutral, however he see…

1
Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe 56:05

3M ago56:05

56:05

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 answer the question, “what type of fund are you?” But what if you don’t fit neatly into one of these boxes? Be too exact and no one will search for your …

1
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds 1:06:58

3M ago1:06:58

1:06:58

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 March 4, 2024 to November 8, 2024 is up 87% (his Trump market neutral basket is up 32% over the same time horizon). Citrini explains why he created the b…

Podcaster verdt å lytte til

Monetary Podcaster

Podcaster verdt å lytte til

Hurtigreferanseguide