Monetary Matters with Jack Farley
Episodes
Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management
09 Sep 2025
Contributed by Lukas
This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-...
The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)
07 Sep 2025
Contributed by Lukas
This episode of Monetary Matters is a Sponsored Fireside Chat brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http:/...
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
03 Sep 2025
Contributed by Lukas
Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy There’s no shortage of speculation about how ...
Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler
31 Aug 2025
Contributed by Lukas
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn m...
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
27 Aug 2025
Contributed by Lukas
This episode is brought to you by Fundamental Edge, the leaders in buyside analyst training. Reserve your spot in their new AI Academy: https://www.fu...
“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree
26 Aug 2025
Contributed by Lukas
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Lea...
Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max
22 Aug 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm ...
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)
19 Aug 2025
Contributed by Lukas
Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combi...
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?)
18 Aug 2025
Contributed by Lukas
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn m...
Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness
14 Aug 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm ...
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market
12 Aug 2025
Contributed by Lukas
Leland Clemons, co-founder and CEO of BondBloxx, shares his view on where he thinks fixed-income ETFs are headed. He talks about the creation of the f...
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
08 Aug 2025
Contributed by Lukas
For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews, former PM at Brevan Howard and publis...
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
05 Aug 2025
Contributed by Lukas
Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved in...
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
03 Aug 2025
Contributed by Lukas
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn m...
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
31 Jul 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by Fiscal.ai.Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm ...
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
30 Jul 2025
Contributed by Lukas
David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side ...
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
27 Jul 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn ...
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
23 Jul 2025
Contributed by Lukas
Wayne Dahl, managing director and co-portfolio manager of Global Credit at Oaktree Capital Management, joins Monetary Matters to share his views on na...
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
22 Jul 2025
Contributed by Lukas
Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the ...
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
20 Jul 2025
Contributed by Lukas
Volatility specialist Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast, joins Jack to share his view on volatility ...
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
15 Jul 2025
Contributed by Lukas
This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax ...
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
13 Jul 2025
Contributed by Lukas
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn m...
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade
10 Jul 2025
Contributed by Lukas
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Oren Cass, chief economist at American Compass, joins Jack to ...
The Market Has Moved from Deflation to Debasement | Warren Pies
08 Jul 2025
Contributed by Lukas
This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn...
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed
06 Jul 2025
Contributed by Lukas
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Danielle DiMartino Booth, CEO and chief strategist at QI Resea...
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
02 Jul 2025
Contributed by Lukas
Sam Stovall, CFRA Research’s U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities, and of...
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
01 Jul 2025
Contributed by Lukas
Abdul Al-Asaad, CEO and co-founder of Basic Capital, joins Other People’s Money to discuss how Basic Capital is revolutionizing access to leverage f...
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
29 Jun 2025
Contributed by Lukas
Joseph Cavatoni, senior market strategist at The World Gold Council, joins Jack to share the developments within the global gold market. Cavatoni shar...
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
26 Jun 2025
Contributed by Lukas
Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, joins Monetary Matters to discuss how the healthcare sector, the strongest sector ...
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
22 Jun 2025
Contributed by Lukas
Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get di...
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
18 Jun 2025
Contributed by Lukas
Jack Farley and Max Wiethe break down the market’s reaction to today’s Federal Reserve decision, the Summary of Economic Projections, and Jerome P...
Equity Market Strength is Masking a Recession | Mike Green
18 Jun 2025
Contributed by Lukas
Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other tech...
The Fed Will Choose Inflation Over Recession | Vincent Deluard
15 Jun 2025
Contributed by Lukas
Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to...
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
12 Jun 2025
Contributed by Lukas
Zach Levitt, CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other People’s Money to discuss how he is standing up multi-m...
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein
11 Jun 2025
Contributed by Lukas
Matthew Klein, founder of The Overshoot and UN/BALANCED and co-author of Trade Wars Are Class Wars with Michael Pettis joins Monetary Matters to discu...
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
08 Jun 2025
Contributed by Lukas
This conversation was originally recorded for Julian Brigden’s research service, MacroCapture. Sign up for MacroCapture by MI2 Partners today with c...
What Investors Are Overlooking in AI & Semis | Val Zlatev
05 Jun 2025
Contributed by Lukas
Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to ...
Soaring US Debt Burden & The Global Market Reset | Gerard Minack
04 Jun 2025
Contributed by Lukas
To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZP...
American Exceptionalism was a Fiscal Facade | Marco Papic
01 Jun 2025
Contributed by Lukas
Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for...
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
29 May 2025
Contributed by Lukas
Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ yea...
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
28 May 2025
Contributed by Lukas
To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OU...
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
25 May 2025
Contributed by Lukas
Jason Furman, former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Ha...
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
23 May 2025
Contributed by Lukas
Nicolás Dujovne, CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution ...
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
20 May 2025
Contributed by Lukas
Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon, founder and CE...
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
17 May 2025
Contributed by Lukas
Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics, joins Monetary Matters to discuss his work at the IMF on the potential risks t...
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
16 May 2025
Contributed by Lukas
David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the F...
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
14 May 2025
Contributed by Lukas
Milton Berg, pioneer in technical market data analysis, explains why he thinks early April was a turning point in the U.S. stock market and why the st...
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
12 May 2025
Contributed by Lukas
To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OU...
The Global Trade Reset Was Inevitable | George Magnus
08 May 2025
Contributed by Lukas
George Magnus, famed economist and Associate at the China Centre Oxford, joins Monetary Matters to discuss how the global trade reset was inevitable b...
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow
07 May 2025
Contributed by Lukas
Jack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the centr...
Getting Ready For A Protracted Bear Market | Last Bear Standing
06 May 2025
Contributed by Lukas
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Last Bear Standing joins Monetary Matters to explain why he th...
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
04 May 2025
Contributed by Lukas
Kara Murphy, CIO of Kestra Investment Management, joins Monetary Matters to share her investment outlook at a time of great uncertainty in global fina...
How Hedge Funds Have Managed Market Turmoil with Jack and Max
30 Apr 2025
Contributed by Lukas
The first 4 months of 2025 have been highly volatile hurting both equity and fixed income investors alike, but how has the “smart money” faired in...
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
28 Apr 2025
Contributed by Lukas
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Learn more about Teucrium’s Model Commodity Portfolio: ht...
The Financial Sector Prepares for Recession | Marc Rubinstein
27 Apr 2025
Contributed by Lukas
Marc Rubinstein, former hedge fund manager and author of Net Interest joins Monetary Matters to discuss how the financial sector is preparing itself f...
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
24 Apr 2025
Contributed by Lukas
Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the gr...
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
23 Apr 2025
Contributed by Lukas
Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cant...
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
22 Apr 2025
Contributed by Lukas
To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OU...
Breaking The Dollar System | Freya Beamish
20 Apr 2025
Contributed by Lukas
Freya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar internation...
The World Is Dumping U.S. Assets | Julian Brigden
16 Apr 2025
Contributed by Lukas
Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/m...
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital
15 Apr 2025
Contributed by Lukas
Måns Levin, CEO and co-founder of Ridge Capital, joins Other People’s Money, to discuss why they believe the Nordic high yield credit market provid...
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs
11 Apr 2025
Contributed by Lukas
To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: vaneck.com/OUNZProspectus Learn more: vaneck.com/OUNZJack Lyn Alden of Lyn...
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
09 Apr 2025
Contributed by Lukas
Wayne Himelsein, CIO and founder of Logic Capital Advisors, joins Other People’s Money, to discuss how his hedge fund is built to profit when volati...
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition
08 Apr 2025
Contributed by Lukas
Charles Gasparino, Fox Business Senior Correspondent, give color into the protectionist and moderate factions in the White House, and explains why he ...
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook
08 Apr 2025
Contributed by Lukas
Tian Yang, CEO and head of research at Variant Perception, explains his view on a variety of assets on time horizons of tactical, cyclical, and struct...
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market
07 Apr 2025
Contributed by Lukas
Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other People’s Money Podcast on Twitter https...
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash
07 Apr 2025
Contributed by Lukas
David Kotok’s book, “The Fed and the Flu: Parsing Pandemic Economic Shocks”: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp...
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs
05 Apr 2025
Contributed by Lukas
Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs, volatility, and the growth of ETFs with embedded derivatives. Rec...
Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)
03 Apr 2025
Contributed by Lukas
Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trump’s reciprocal tariffs which are based not on othe...
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
02 Apr 2025
Contributed by Lukas
Darius Dale of 42Macro joins Jack to explain why he’s been bearish on U.S. stocks and expects the rough sledding to continue. Dale believes stagflat...
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
01 Apr 2025
Contributed by Lukas
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_sourc...
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
26 Mar 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is a...
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
25 Mar 2025
Contributed by Lukas
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_sourc...
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
23 Mar 2025
Contributed by Lukas
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe While Chris Whalen of Whalen Global Advisors is a supporter of m...
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
20 Mar 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Jim Bianco retur...
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
19 Mar 2025
Contributed by Lukas
Kris Sidial, co-CIO of The Ambrus Group, returns to Monetary Matters to share his decidedly bearish view of the U.S. stock market. Kris argues that vo...
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
18 Mar 2025
Contributed by Lukas
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_sourc...
“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
16 Mar 2025
Contributed by Lukas
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_...
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
14 Mar 2025
Contributed by Lukas
Recorded on March 13, 2025. Follow Aahan Menon on Twitter https://x.com/AahanPrometheus Follow Prometheus Macro on Twitter https://x.com/prometheusma...
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
12 Mar 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Michael Howell o...
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
11 Mar 2025
Contributed by Lukas
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_sourc...
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
09 Mar 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack During most stoc...
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
08 Mar 2025
Contributed by Lukas
With a week of tough declines in U.S. stocks and the U.S. dollar, Jack welcomes business partner and host of “Other People’s Money” show Max Wie...
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
05 Mar 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Recorded on Marc...
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
02 Mar 2025
Contributed by Lukas
Eric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27...
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
27 Feb 2025
Contributed by Lukas
Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much l...
Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber
23 Feb 2025
Contributed by Lukas
“Gambling Man” on Simon & Schuster: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 “Gambling Man” on Amazon:...
The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
19 Feb 2025
Contributed by Lukas
Jean-Baptiste Wautie, a veteran of private markets, joins Jack to share his nuanced and informed view on the asset class. Jean-Baptiste (JB) Wautier’...
The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
18 Feb 2025
Contributed by Lukas
Ken Heinz, President of HFR Index LLC, joins Other People’s Money to break down the trends driving the hedge fund industry’s growth to a record $4...
The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs
16 Feb 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Dr. Patrick Hono...
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB
12 Feb 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Kenneth Wilcox se...
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
11 Feb 2025
Contributed by Lukas
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 m...
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
10 Feb 2025
Contributed by Lukas
Dan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his ...
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
07 Feb 2025
Contributed by Lukas
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 Capita...
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
05 Feb 2025
Contributed by Lukas
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 Capit...
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
03 Feb 2025
Contributed by Lukas
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 tra...
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
31 Jan 2025
Contributed by Lukas
This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Joseph Wang of F...
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
30 Jan 2025
Contributed by Lukas
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...
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
29 Jan 2025
Contributed by Lukas
Federal Reserve chair Jerome Powell updated investors on the key factors driving interest rate policy at the same time as another perhaps even bigger ...
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
28 Jan 2025
Contributed by Lukas
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 ...