Podcast terbaik Monetary (2024)

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

1d 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
Bitcoin at $100k 5:19

17d 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…

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

4d 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…

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

8d 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…

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

9d 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 …

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

10d 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…

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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 1:21:43

12d 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…

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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 56:49

15d 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…

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

17d 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…

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

19d 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…

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

23d 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…

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

24d 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…

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

26d 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…

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

1M 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…

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

1M 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…

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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 1:58:22

1M 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…

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

1M 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 …

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

1M 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

1M 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…

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

1M 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…

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End the Fed: A Policy Proposal 18:19

1M 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…

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

1M 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…

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

2M 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 …

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

2M 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…

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The United States' Bitcoin Strategic Reserve: A Policy Proposal 28:29

2M ago28:29

28:29

This is a policy proposal for the United States Bitcoin Strategic Reserve. #freeRoss X: @BTCPhilosopher1 https://www.instagram.com/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: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5D…

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Episode 36h - George Eliot's Middlemarch, A Study of Provincial Life - Part Two 9:21:37

2M ago9:21:37

9:21:37

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A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe 1:01:49

2M ago1:01:49

1:01:49

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 presidency could affect the independence of the Federal Reserve. Here, Jack Farley and Max Wiethe discuss the Fed’s move in light of recent data, the …

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Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max Wiethe 57:32

2M ago57:32

57:32

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 Kupperman’s choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a di…

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The Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth Migration 49:52

2M ago49:52

49:52

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 on Monetary Matters to explain why more millionaires than ever are going to relocate countries in 2024. He delves into the causes of this phenomenon, th…

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Episode 36h - George Eliot's Middlemarch, A Study of Provincial Life - Part One 10:05:31

2M ago10:05:31

10:05:31

X: @BTCPhilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHOleh BTC Philosopher

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Is The Yield Curve’s Recession Signal Wrong?Jeff Snider 1:26:48

2M ago1:26:48

1:26:48

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. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jeff Snider on Twitte…

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To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe 1:34:18

2M ago1:34:18

1:34:18

Building a successful hedge fund is hard. It’s even harder when you’re fighting the perpetual upward momentum of the market. Despite this headwind, Carson Block, CIO and Founder of Muddy Waters Capital, has made his firm into a successful fund management business and taken down billion-dollar frauds in the process. In this interview with Max Wiethe…

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Not Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price Bubble 1:10:30

2M ago1:10:30

1:10:30

David Rosenberg, founder and president of Rosenberg Research & Associates Inc., joins Jack Farley on Monetary Matters to argue why a recession is likely to occur as soon as 2025. Rosenberg points to the low savings rate and argues that fiscal deficits and a stock market price bubble are boosting consumer spending and that this will reverse if the s…

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The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening 1:10:34

2M ago1:10:34

1:10:34

Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like it’s 1997 again. Recorded on October 21, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Chris Whalen’s latest book, “Seeing Around Corners,…

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Jim Rogers on China, Silver, and Timeless Investment Lessons 56:57

2M ago56:57

56:57

Investing legend Jim Rogers joins Jack Farley on Monetary Matters to share timeless investing lessons. Rogers warns that people who blindly follow financial pundits without doing their own analysis are likely doomed to underperform, and he explains why he is a long-term bull on Chinese shares. Rogers argues that the unprecedented sovereign debt lev…

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Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher 1:25:34

2M ago1:25:34

1:25:34

Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has increased the labor force. Bianco makes the case that inflation is headed higher and bond …

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The Sheffield Manifesto 27:25

2M ago27:25

27:25

X: @BTCPhilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHOleh BTC Philosopher

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Jared Dillian: Private Equity Has Reached A Sentiment Top 43:01

3M ago43:01

43:01

Jared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market.” Jared explains why he has shorted private equity companies and why he thinks private equity has peaked …

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How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge 53:12

3M ago53:12

53:12

SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You can write the question in the body of the review, or you can send your question to to info@monetary-matters.com alongside a screenshot of your review.…

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Lyn Alden on China's Real Estate Implosion & Stock Market Rally 1:18:47

3M ago1:18:47

1:18:47

Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the American economy because of the large amount of fiscal deficits the U.S government is running. Recorded on September 30, 2024. Teucrium’s US Agriculture E…

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The Oil Market Has A Big Problem | Paul Sankey 1:03:49

3M ago1:03:49

1:03:49

Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why he thinks the price of oil is headed to as low as $50 as millions of barrels of capacity come online in Guyana, the U.S., and elsewhere, and as Saudi…

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Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession 1:13:53

3M ago1:13:53

1:13:53

Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds c…

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Episode 36g - James Joyce's A Portrait of the Artist as a Young Man 10:15:39

3M ago10:15:39

10:15:39

X: @BTCPhilosopher1 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHOleh BTC Philosopher

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China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China 1:15:34

3M ago1:15:34

1:15:34

China’s central bank just shocked markets with several impressive sounding stimulus measures, causing the biggest one-week rally in Chinese stocks since 2008. But how effective is this stimulus actually going to be to the Chinese economy? Leland Miller, co-founder & CEO of China Beige Book, joins Monetary Matters to weigh on this very important iss…

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Neil Dutta: This is What a Soft Landing Looks Like 50:41

3M ago50:41

50:41

Neil Dutta, Head of Economic Research at Renaissance Macro Research, joins Monetary Matters to update his prior call that the US economy would not enter a recession. He explains why a soft landing is still his base case and why he thinks the Fed is properly positioned to engineer that outcome even if soft economic data forces them to cut rates more…

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484: Let's Talk Money: Real-World Financial Advice with Megan Gorman, Author of All the Presidents' Money: How the Men Who Governed America Governed Their Money 56:47

3M ago56:47

56:47

Megan Gorman, author of "All the President's Money," explores the financial habits of US presidents throughout history. Gorman, a financial advisor, tax attorney, and wealth manager, discusses the presidents' varying approaches to money management, from frugal to extravagant. She also explores the historical context of each president's financial de…

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Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders 1:16:33

3M ago1:16:33

1:16:33

Kris Sidial, co-CIO of Ambrus Group, joins Monetary Matters to break down the conditions in volatility markets that exacerbated the sharp sell-off in early August, and explain why he thinks the risks embedded in the "short vol" trade have only gotten worse. Recorded on September 20, 2024. Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow J…

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Danielle DiMartino Booth: The Fed Is Still Behind The Curve 59:33

3M ago59:33

59:33

Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/ Danielle DiMartino Booth, CEO and chief strategist of QI Research, joins Monetary Matters to share her views on the the Federal Re…

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Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market 57:27

3M ago57:27

57:27

Joseph Wang, former senior trader for the New York Fed and publisher of FedGuy.com, joins Jack Farley as the first guest of Monetary Matters. Joseph shares his view on the Federal Reserve's historic double interest rate cut, and explains why he thinks the interest rate cuts could be quite bearish for the stock market. Filmed on September 18, just a…

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Introducing... Monetary Matters 0:52

3M ago0:52

0:52

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. First episode going out with Joseph Wang on September 18, shortly after the Federal Reserve begins its cutting rate cycle. Follow Jack on Twitter @JackFarley96Oleh Jack Farley

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