#  @monetary The Monetary Matters Network The Monetary Matters Network posts on YouTube about stocks, money, china, federal reserve the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCeyqw1Ns_cnhSJh5XvXPWgw/interactions)  - [--] Week [------] -31% - [--] Month [-------] -58% - [--] Months [---------] -4.60% - [--] Year [---------] +268% ### Mentions: [--] [#](/creator/youtube::UCeyqw1Ns_cnhSJh5XvXPWgw/posts_active)  - [--] Month [--] -50% - [--] Months [---] -35% - [--] Year [---] +297% ### Followers: [------] [#](/creator/youtube::UCeyqw1Ns_cnhSJh5XvXPWgw/followers)  - [--] Week [------] +0.65% - [--] Month [------] +2.60% - [--] Months [------] +33% - [--] Year [------] +232% ### CreatorRank: [-------] [#](/creator/youtube::UCeyqw1Ns_cnhSJh5XvXPWgw/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) [us election](/list/us-election) **Social topic influence** [stocks](/topic/stocks) #2788, [money](/topic/money), [china](/topic/china) #4109, [federal reserve](/topic/federal-reserve) #144, [finance](/topic/finance) #1489, [private equity](/topic/private-equity) #36, [fed](/topic/fed) #259, [market](/topic/market) #3393, [fund](/topic/fund) #394, [max](/topic/max) #3609 **Top accounts mentioned or mentioned by** [@aswathdamodaranonvaluation](/creator/undefined) [@hfreflection](/creator/undefined) [@fedguy12](/creator/undefined) [@thelastbearstandingp162490853](/creator/undefined) [@felixzulaufcom](/creator/undefined) [@zulaufconsulting](/creator/undefined) [@peterlakemusic](/creator/undefined) [@investingnews](/creator/undefined) [@macrodirtcast](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Reserve (RSV)](/topic/reserve) ### Top Social Posts Top posts by engagements in the last [--] hours "Liquidity Is Finally Falling. Heres What That Means for Markets Michael Howell Monetary Matters listeners can learn more about Capital Wars here (offer expired November 12th): https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over [--] central banks indicate that global central bank liquidity is deteriorating led primarily by the Federal Reserve. Howells measure of Fed liquidity is weakening because the Feds Reverse Repo (RRP) facility is effectively fully" [YouTube Link](https://youtube.com/watch?v=0zbknuIALD8) 2025-10-26T23:03Z 46.8K followers, 92.8K engagements "Why U.S. Stocks *Arent* In A Bubble (Yet) Aswath Damodaran Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm In this deep-dive interview NYU Finance Professor Aswath Damodaran the "Dean of Valuation" assesses the current state of the U.S. stock market describing the S&P [---] as richly priced but stopping short of calling it a bubble. He explores the "big market delusion" inherent in the AI revolution distinguishing between the profitable "architecture" of chips and the highly speculative future of Large Language Models. Damodaran provides a candid look at his own" [YouTube Link](https://youtube.com/watch?v=ZE-hqrDRyzg) 2026-01-25T20:34Z 46.9K followers, 33.4K engagements "Michael Pettis: Chinas Consumption Crisis Is The Worlds Crisis Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack In this episode of Monetary Matters Jack sits down with Michael Pettis Senior Fellow at the Carnegie Endowment to deconstruct the massive economic imbalances between China and the rest of the world. For decades the global economy has relied on a specific mechanism: China suppresses domestic consumption to subsidize manufacturing and the US runs massive deficits to absorb that excess supply. Pettis argues this model has reached its limit. They" [YouTube Link](https://youtube.com/watch?v=hoSNdzfydRU) 2025-12-01T17:04Z 46.9K followers, 87.2K engagements "A Bear Market In Gold & Silver Is Coming Milton Berg on Precious Metals Stocks and Bitcoin Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th [----] technical analyst Milton Berg returns to discuss his market outlook after correctly predicting the major market bottom in April [----]. Although his long-term retail model remains 100% long equities until a specific 8% drawdown occurs Berg reveals that his institutional portfolio is currently net short across major indices. This bearish institutional stance is driven by rare technical anomalies including" [YouTube Link](https://youtube.com/watch?v=rQZAqMNn9HE) 2026-02-11T02:47Z 46.9K followers, 11.6K engagements "AI Electrification and the Hidden Energy Bottleneck Michael Kao In this episode of Monetary Matters Max Wiethe sits down with Michael Kao CIO of Akanthos Capital Management and the Kao Family Office to unpack the real energy risks facing the U.S. economy. The conversation opens with Venezuela and the Trump administrations push to reshape global oil supply. Michael explains why Venezuelas vast reserves are unlikely to move the market quickly why OPEC spare capacity still caps oil prices and why he remains structurally bearish on oil despite constant fears of shortages. From there the focus" [YouTube Link](https://youtube.com/watch?v=MApxYy8jK6g) 2026-01-11T14:07Z 46.9K followers, 12.2K engagements "Volatility Laundering Is What Investors Want Actually Andrew Beer This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Why do institutional investors continue to flock to hedge funds when the average fund underperforms the S&P [---] In this deep-dive interview Andrew Beer founder and managing member of DBI joins Jack Farley to pull back the curtain on the "broad insanity" of the institutional investment world" [YouTube Link](https://youtube.com/watch?v=cc9CCAuYV70) 2025-12-18T18:36Z 46.9K followers, [----] engagements "No Marketing and No Sales Inside a HUGELY Successful ETF Launch Warren Pies Having raised over $450m in less than [--] 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 into everything they do. He explains how his research business has become a pipeline of investor interest in his ETF business and how research relationships flip the traditional" [YouTube Link](https://youtube.com/watch?v=pFb6y1wMFA4) 2024-12-26T19:12Z 46.8K followers, [----] engagements "Luke Gromen: We Are Facing "The Mother of All Crises" (And Its Physical) Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Luke Gromen of Forrest For The Trees argues that the US is facing the "Mother of All Crises": a forced choice between losing the AI race to China or destroying the US Treasury market. In this deep dive we cover why the electrical grid is the ultimate bottleneck why Bitcoin is flashing a warning signal for [----] and the mathematical path to $15000 gold. Recorded December [--] [----]. Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow" [YouTube Link](https://youtube.com/watch?v=xqtalk5v4ts) 2025-12-11T18:12Z 46.9K followers, 202.8K engagements "Trump Tariffs and the Stock Market Collapse Benn Eifert Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs volatility and the growth of ETFs with embedded derivatives. Recorded on March [--] (before Liberation Day and the market crash). Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Benn Eifert on Twitter https://x.com/bennpeifert Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:49 Tariffs Will Be A Disaster 08:18 Tariffs Could Drive Markets Lower" [YouTube Link](https://youtube.com/watch?v=-9DU-tEOfoo) 2025-04-05T18:29Z 25K followers, [----] engagements "How to Break into Hedge Funds Survive and Launch Your Own Fund 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.fundamentedge.com/ai-academy In the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations but not all these anonymous profiles are made equal. @hfreflection is one of the most insightful anonymous members of the FinTwit community especially when it comes to the business and industry of hedge funds. In this interview" [YouTube Link](https://youtube.com/watch?v=-DVsz7n_CqI) 2025-08-27T13:00Z 37.1K followers, [----] engagements "Markets in Freefall Over Trumps Trade Policy Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trumps reciprocal tariffs which are based not on other countries tariff or non-tariff trade measures but on the level of trade deficit itself. Recorded the morning of April [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=-wdqwAoYK5o) 2025-04-03T20:28Z 24.8K followers, 24.3K engagements "Household Wealth To Disappear In [----] As Stock Market Bubble Set To Pop David Rosenberg 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 [----]. 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 stock market stops going up. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=0h7ySuKLr-4) 2024-10-28T13:00Z 37.1K followers, 21.4K engagements "Is China Dump U.S. Treasuries Not So Fast George Magnus debunks the long-standing fear that China will dump U.S. Treasuries. He explains why its unlikelyeven in times of economic tensionand how recent market moves likely had nothing to do with Beijing. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #tradewar #investing #tariffs #inflation #trump #tariffs #bonds #hedgefunds #economy #recession" [YouTube Link](https://youtube.com/watch?v=1SdY6UIBELM) 2025-05-09T20:30Z 30.9K followers, [----] engagements "The End of the Anti-Crypto Movement Pure Cryptos Jeremy Boynton and Zach Lindquist join Max Wiethe on Other Peoples Money to discuss why the so-called Elizabeth Warren anti-crypto army has lost momentum. After the [----] election cycle cryptos growing voter base and influence in campaign funding have made it a political force no one can ignore. Is crypto now too big to fight Watch the full episode on the Other Peoples Money Podcast for more insights from top investors and digital asset strategists. #CryptoPolitics #ElizabethWarren #CryptoVoters #Bitcoin #ethereum #CryptoNews #CryptoRegulation" [YouTube Link](https://youtube.com/watch?v=1Vgl9vu_wqY) 2025-10-08T11:30Z 37.3K followers, [----] engagements "The Financial Sector Prepares for Recession Marc Rubinstein Marc Rubinstein former hedge fund manager and author of Net Interest joins Monetary Matters to discuss how the financial sector is preparing itself for the risks of a recession and how they are managing tariff uncertainty during this earnings season. Rubinstein touches on the different sub sectors of the financial sector like banks non-banks asset managers and payments companies as well as how financials in different geographies may benefit from the reshuffling of global trade. Read Marcs Net Interest Substack on The Great Payments" [YouTube Link](https://youtube.com/watch?v=2OVZr7wQPcM) 2025-04-27T23:18Z 30K followers, 12K engagements "Tariffs = Slower Growth Higher Bond Prices Former senior trader on the Federal Reserve's Open Markets Desk Joseph Wang explains why tariffs could be bullish for bonds. While many assume tariffs drive inflation their real impact is on slowing growth and damaging business confidence. Could this lead to a major shift in financial markets Full interview with The Fed Guy: https://youtu.be/X38HkrUD_jssi=bf0XZE2I5YCNLN7F 🔔 Subscribe for more market insights 👍 Like & share if youre following stock market trends. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=2aBZD5PpvB8) 2025-03-03T22:30Z 24.8K followers, [----] engagements "The End of Dollar Dominance Ken Rogoff renowned economist and author says Trump may want a weaker dollar and gravity will help him get it. The U.S. dollar's dominance peaked in [----] and were now heading toward a tripolar currency system with the euro and RMB gaining ground. NOTE: Nowhere in this interview does Professor Rogoff say anything to the effect of the U.S. dollar will fall quickly. His view is that its dominance peaked in [----] and will continue to slip in a very slow process. For his full view buy and read his book (links above). Follow VanEck on Twitter https://x.com/vaneck_us" [YouTube Link](https://youtube.com/watch?v=2aemVuooTHM) 2025-05-12T23:00Z 30.9K followers, [----] engagements "Tariffs Flash Recession Risk Jonny Matthews Veteran Macro Trader This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack For many years Jonny Matthews veteran macro trader has been a self-described recession denier and has been betting on strong economic growth. Now Jonny joins Jack on Monetary Matters to explain why he thinks tariffs are a severe economic risk. Jonny shares his views on gold interest rates the dollar and the stimulus in Europe and China. Recorded on March [--] [----]. Follow VanEck on Twitter" [YouTube Link](https://youtube.com/watch?v=3-68Lz4Qlps) 2025-03-05T19:12Z 14.8K followers, [----] engagements "Missed the Liquidity Boom Your Business Might Be 'Dead' 💀 If your business couldn't refinance or go public during the unprecedented liquidity boom of recent years it might be facing a grim reality. James Aitken doesn't hold back on this episode of Monetary Matters. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket #stocks #credit" [YouTube Link](https://youtube.com/watch?v=3Aw8jR1Cce0) 2025-03-18T12:30Z 22.2K followers, [---] engagements "Are Tariffs the Ticking Time Bomb for the Economy Newly announced tariffs could cost the U.S. economy 1% of GDPfar more than the first-term China tariffs and even the historic Nixon shock tariff. Could these trade policies push the country into a recession Brad Setzer breaks it all down with Jack Farley on the Monetary Matters Podcast. Watch now to understand the economic impact Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=3uAcZqhT90A) 2025-03-26T20:00Z 24.1K followers, [----] engagements "Citrinis Top [--] Trades For [----] Investor Up 165% Shares His Secrets To Success Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER [----] pricing with this link (offer expires February 15): https://www.citriniresearch.com/subscribecoupon=d11a5439 The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of [----] in his Citrindex which was up 65% from January [--] [----] to December [--] [----]. Citrini shares excerpts from his [--] trades for [----] piece at Citrini Research covering" [YouTube Link](https://youtube.com/watch?v=3vvAZ_7c0yg) 2024-12-31T18:11Z 12K followers, [----] engagements "First Republic & SVB: The Warning Signs Were There Brad Rinschler managing partner at Down Range Capital breaks down the collapse of five major banks in [----] including Silicon Valley Bank (SVB) and First Republic. What warning signs were missed How did interest rate problems play a role Watch now for insights into one of the biggest financial events of the decade. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter" [YouTube Link](https://youtube.com/watch?v=4TYTt1GehtM) 2025-02-26T13:30Z 23.2K followers, [---] engagements "Let Your Winners Ride (In A Bull Market) Sam Stovall Sam Stovall CFRA Researchs U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities and offers several overweights and underweights of CFRA Research across the stock market. Recorded on June [--] [----]. Sam Stovalls book The Seven Rules of Wall Street: https://www.amazon.com/Seven-Rules-Wall-Street-Crash-Tested/dp/0071615172 Follow Sam Stovall on Twitter https://x.com/StovallCFRA Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast" [YouTube Link](https://youtube.com/watch?v=6x5OW3XD648) 2025-07-02T16:30Z 35.5K followers, [----] engagements "The Global Financial Stability Report Card Rohit Goel on Emerging Markets & U.S. Dollar 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 [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Rohit Goel on LinkedIn https://www.linkedin.com/in/goelrohit/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=7e_gbmrxfiM) 2025-02-05T13:51Z 30.5K followers, [----] engagements "The Global Trade Reset Was Inevitable George Magnus George Magnus famed economist and Associate at the China Centre Oxford joins Monetary Matters to discuss how the global trade reset was inevitable because of unsustainable trade imbalances built up prior to the Trump administration. They also discuss the likelihood of tariffs being lowered and the relative strength of the US and China in trade negotiations. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=7gEkxdMfUOw) 2025-05-09T03:42Z 32.7K followers, 35.2K engagements "Four Ways To Beat The Market Over Full Market Cycles Prometheus Macros Aahan Menon Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon founder and CEO of Prometheus Macro returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry mean reversion and trend and about how these three factors interact with other macro variables. Prometheus Macro is a trusted source for Jack and Monetary Matters listeners can get discounted access to Aahans research service" [YouTube Link](https://youtube.com/watch?v=7vD1ye1Y1xE) 2025-05-20T14:13Z 35.3K followers, [----] engagements "Will Trump Spark a 1980s-Style Recession Tian Yang CEO of Variant Perception joins Jack Farley on Monetary Matters to break down Trumps economic playbookone that mirrors Reagans. But remember: Reagan's 1981-82 policies brought a brutal recession. If Trump is serious about shrinking the trade deficit no matter the cost whats next for the U.S. economy Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://variantperception.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh" [YouTube Link](https://youtube.com/watch?v=94aOakNmmFc) 2025-04-09T12:03Z 25.2K followers, [----] engagements "Something Strange Is Going On In China's Financial Markets Louis Vincent Gave 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 [----] and beyond. Recorded on January [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Louis Vincent Gave on" [YouTube Link](https://youtube.com/watch?v=9BZGXoSjDPM) 2025-01-22T15:42Z 13.3K followers, 10.7K engagements "ETFs Are Fueling Market Volatility 🔥📈📉 Todays ETF market isnt what it used to be. Leveraged long and short productsespecially on names like MSTRcan act like amplifiers in the system. As Dean Curnutt explains these instruments often buy at the same time regardless of direction contributing to increased volatility. Its not just the news or the Fed the products themselves are now market movers. Follow Dean Curnutt on Twitter https://x.com/Alpha_Ex_LLC Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=9uVE2FqVT_A) 2025-07-28T11:15Z 35.3K followers, [----] engagements "Globalization Hollowed Out the U.S. Economy " Oren Cass chief economist at American Compass breaks down how globalization has backfired for America. Instead of mutual benefit the U.S. traded its productive capacity for foreign-made goods offering debt and assets in return. The result A $1 trillion trade deficit hollowed-out industries and a mortgage on our future. As Cass puts it: Were running up the national credit card. Follow Oren Cass on Twitter https://x.com/oren_cass Follow American Compass on Twitter https://x.com/AmerCompass Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=A2q2yeYzooc) 2025-07-31T19:00Z 33.2K followers, [----] engagements "Deep Engagement: A Banking Approach to Classical Value Investing Donald Zilkha Donald Zilkha founder of Zilkha Investments joins Other Peoples Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research and engagement with management to affect change without upsetting the apple cart. He discusses how this strategy has evolved from single name SPVs to the commingled strategy he has today case studies like Nathans Famous Hot Dogs and why this classical style resonates with investors. Follow Max on X:" [YouTube Link](https://youtube.com/watch?v=ARshXM-KG94) 2025-08-05T14:05Z 35.2K followers, [---] engagements ""Tim Cook Youre the Villain" - Julian Brigden Julian Brigden doesnt hold back in this Monetary Matters moment. If he were President Apple CEO Tim Cook would be in the hot seat. Brigden calls out corporate America's role in hollowing out middle Americaand argues it's not China or Mexico to blame but the C-suite decisions chasing profit at any cost. A must-watch for anyone tracking global trade tariffs and economic policy. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at:" [YouTube Link](https://youtube.com/watch?v=B-sgMRBISSs) 2025-04-18T17:14Z 31.2K followers, [----] engagements "Giant Debt Bubble Will Fuel Inflation Jim Rogers' Timeless Investment Lessons 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 levels in the U.S. will reignite inflation and explains why he continues to view silver as an effective inflation hedge. Recorded on October [--] [----]. Follow Monetary Matters" [YouTube Link](https://youtube.com/watch?v=BEQs1EnwjZQ) 2024-10-20T13:00Z 37.1K followers, [----] engagements "The End of Free Trade Is Over Kara Murphy CIO of Kestra Investment Management warns that the era of free trade is endingbut dont flee the markets. In this clip from the Monetary Matters Podcast she shares key advice for investors navigating global shifts. Stay informed stay invested. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy #investing" [YouTube Link](https://youtube.com/watch?v=C-LNbl-kJIU) 2025-05-06T13:00Z 30.3K followers, [----] engagements "The Secret Weapon for Macro Investors: Financial Stocks Former hedge fund manager Marc Rubinstein explains why financial stocks are the ultimate macro lens. In times of volatility theres always a bank or insurance company feeling the pressure. Whatever your macro thesis is theres a financial company to express it. Follow Marc Rubinstein on Twitter https://x.com/MarcRuby Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #Investing #banks #finance" [YouTube Link](https://youtube.com/watch?v=Cm6-YCin69c) 2025-04-29T22:11Z 30.1K followers, [----] engagements "Will Tariffs Trigger A Recession What happens when $450 billion in Chinese imports face a 50% tariff Jack Farley & Max Wiethe break down the only [--] ways this can goand none of them are painless. Will companies eat the cost raise prices or will demand collapse Either way the economic impact could be huge. Inflation recession or both Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=CoHI7xb9fGU) 2025-04-05T12:30Z 25K followers, [----] engagements "What They're Not Telling You About The Job Market Jack Farley & Max Wiethe Jack Farley welcomes Max Wiethe his business partner and host of the Other Peoples Money podcast for a conversation about the job market the stock market and the recent central banking conference they attended. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Other Peoples Money on Twitter https://x.com/OPMpod Follow Jack Farley on Twitter" [YouTube Link](https://youtube.com/watch?v=D8rReTGJamQ) 2024-12-08T16:04Z [----] followers, [----] engagements "Why Central Banks Are Buying Gold Joseph Cavatoni of The World Gold Council Joseph Cavatoni senior market strategist at The World Gold Council joins Jack to share the developments within the global gold market. Cavatoni shares findings from The World Gold Councils recent report on central banks gold reserves and he explains current demand trends across the world. He reviews the supply situation and tells Jack about the more mine-friendly permitting regime from the new U.S. administration. Recorded on June [--] [----]. World Gold Councils Central Bank Gold Reserves Survey 2025:" [YouTube Link](https://youtube.com/watch?v=DjY7k3HlZ2I) 2025-06-29T20:45Z 37.3K followers, [----] engagements "Performance vs. Perception: Hedge Funds on the Chopping Block Jon Caplis CEO of PivotalPath shares a jaw-dropping real-world story of a $2 billion hedge fund book that got shut downdespite strong performance. Why A shift in asset allocation strategy and reliance on flawed commercial database models. This is what happens when perception overtakes performance. A must-hear moment from Other Peoples Money with Max Wiethe. Learn more about PivotalPath at https://www.pivotalpath.com/ Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify" [YouTube Link](https://youtube.com/watch?v=DlsunGWGsIY) 2025-07-22T11:15Z 37.6K followers, [----] engagements "The Federal Reserve Just Downgraded The Economy Jim Bianco This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Jim Bianco returns to Monetary Matters to break down the March Federal Reserve meeting. He explains why he thinks tariffs are unlikely to cause a recession and share his current asset allocation outlook. Recorded the afternoon of March [--] [----]. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=ELWGlt831-g) 2025-03-20T03:02Z 23.6K followers, [----] engagements "Tariff Economic Shock More Extreme than Great Depression Era Smoot-Hawley Tariff David Kotok David Kotoks book The Fed and the Flu: Parsing Pandemic Economic Shocks: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow David Kotok on Twitter https://x.com/DavidKotokGIC Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez 00:00 Intro 01:49 Trump Tariff Endgame: Worse Than Smooth-Hawley [----] Tariff 15:23 Will These Tariffs Actually Be" [YouTube Link](https://youtube.com/watch?v=Err3XwmgtA8) 2025-04-07T14:18Z 25.1K followers, [----] engagements "Market Tumbles On Rosy Jobs Data: Is Inflation Coming Back 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 [--]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max" [YouTube Link](https://youtube.com/watch?v=EwGLlHhLQDE) 2025-01-10T22:54Z 12.4K followers, [----] engagements "How This Specialist Hedge Fund Crushed the S&P [---] Moez Kassam of Anson Funds 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_source=the_opm Toronto may be the financial capital of Canada but compared to NYC or London it does not quite have the same cachet for top hedge fund managers. This might be why Moez Kassam CIO and Founder of Anson Funds has flown under the radar of many keeping track of the industrys titans while growing Anson Funds to over $2b in assets under management and putting" [YouTube Link](https://youtube.com/watch?v=FDD2FVKrGDU) 2025-03-11T13:00Z 31.1K followers, [----] engagements "This Big Beautiful Bill Wont Grow the EconomyHeres Why Marko Papic breaks down why the latest U.S. stimulus bill is far smallerand more conservativethan many expected. From tariff revenues to deficit math he argues there's no real economic growth impulse here. Is the bill just moderately sized and decent looking Follow Marko Papic on Twitter https://x.com/Geo_papic Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #investing #geopolitics #globaltrade #trade" [YouTube Link](https://youtube.com/watch?v=FFepiU8dHwY) 2025-06-02T22:30Z 31.5K followers, [----] engagements "Debt Crisis Bond Turmoil Gold Wins Joseph Cavatoni of the World Gold Council breaks down why gold is dominating investor focus in [----]. With rising U.S. debt bond market volatility and increased correlation across risk assets gold is being viewed once again as the ultimate real asset in a fragile global financial landscape. World Gold Councils Central Bank Gold Reserves Survey 2025: https://www.gold.org/goldhub/research/central-bank-gold-reserves-survey-2025 Follow Joseph Cavatoni on Twitter https://x.com/JCavatoni_WGCref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow Jack Farley" [YouTube Link](https://youtube.com/watch?v=FgAvmbeUU0I) 2025-07-01T12:00Z 32.1K followers, [----] engagements "When Stocks Finally Get Exposed Timing is Everything When does an overvalued stock finally collapse Moez Kassam CIO of Anson Funds joins Max Wiethe on Other Peoples Money to break down the power of catalystsevents that expose the truth about companies and move markets. Learn how professional investors time their moves and profit when "the emperor has no clothes" Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock Capital here:" [YouTube Link](https://youtube.com/watch?v=GSJEfhVoj9A) 2025-03-13T11:00Z 18.5K followers, [---] engagements "Federal Reserve Unshaken by China AI Jitters Jack Farley & Max Wiethe 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 Powells press conference the data points to watch and the AI elephant in the room. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter: https://x.com/JackFarley96 Follow Max Wiethe on Twitter:" [YouTube Link](https://youtube.com/watch?v=GSN5-Nf2Bzg) 2025-01-29T23:49Z 13.7K followers, [----] engagements "CapEx Bubble In Heart Of Stock Market Dan Rasmussen on AI PE and The Humble Investor Dan Rasmussen founder and CIO of Verdad Advisers joins Jack to share insights on value magnificent [--] 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 [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Dan Rasmussen on Twitter https://x.com/verdadcap Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 1:43" [YouTube Link](https://youtube.com/watch?v=Gq0APzGyQtk) 2025-02-10T17:13Z 22.2K followers, [----] engagements "End of Free Trade Era Should Not Spook Long-Term Investors Kara Murphy Kara Murphy CIO of Kestra Investment Management joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock market. Recorded on May [--] [----]. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary" [YouTube Link](https://youtube.com/watch?v=Gu-xqylgBAk) 2025-05-04T20:49Z 30.6K followers, [----] engagements "Economic Data Bomb To Hit In January [----] (Recession Revealed) Danielle DiMartino Booth 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 [----]. DiMartino doubles down on her call that the U.S. economy is already in a recession and explains why she thinks on January [--] [----] will be the day that the true weakness of the job market will be revealed. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh" [YouTube Link](https://youtube.com/watch?v=GwQlz2CMW60) 2024-12-19T23:06Z 10.1K followers, [----] engagements "How to Scale a Hedge Fund Harris Kupperman on Praetorian Capital Harris Kupperman CIO and Founder of Praetorian Capital joins Max Wiethe to share how hes grown his firm to over $300 million in AUM largely by breaking the institutional mold. They discuss Kuppermans choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a diversified base of LPs. They also discuss the firms blog Kuppys Korner the importance of authenticity in brand building and his choice to register the fund as a 506(c). Clarification: At" [YouTube Link](https://youtube.com/watch?v=GxfO5PTtQ54) 2024-11-06T14:00Z [----] followers, [----] engagements ""Graveyard Day" Is In Store For Short Volatility Traders Kris Sidial 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 [--] [----]. __ Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow Jack Farley on Twitter https://x.com/JackFarley96 __ Timestamps: 00:00 Intro 1:00 Short Volatility Trade Will Have A "Graveyard Day" Eventually 15:20 Volatility Concepts And Terms" [YouTube Link](https://youtube.com/watch?v=HV0ueSLXOF0) 2024-09-22T13:00Z [----] followers, [----] engagements "Foreclosure Crisis Incoming The Housing Market Warning Signs Is a housing market downturn on the horizon With FHA mortgage defaults soaring into the mid-teens and over half a million homeowners still in forbearance the risk of widespread foreclosures looms large. Chris Whalen joins Jack Farley to break down the hidden dangers in the real estate market the impact of Trumps economic plans and what it means for the U.S. economy. Are we headed for a recession Tune in to find out Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow" [YouTube Link](https://youtube.com/watch?v=HgKDpYFcwUI) 2025-03-24T22:00Z 24.1K followers, [----] engagements "Why Hedge Fund Managers Must Adapt or Die Kyle Mowery on The Future of Small Cap Value If you werent in large and often expensive technology stocks you likely struggled as a hedge fund manager in [----]. For small/mid-cap value investors like Kyle Mowery Portfolio Manager and Founder of Grizzly Rock Capital whove sold their investors a mandate that makes it nearly impossible to go buy the NVIDIAs of the world you can only fall back on communication and the clear expectations youve set with your investors. The problems plaguing small cap value managers are not new though and if you are still" [YouTube Link](https://youtube.com/watch?v=HiVvikW7fHI) 2025-01-14T14:00Z 12.8K followers, [---] engagements "Concentrated Investing in Change Crisis & Controversy with Stoic Point Capital Management This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academy Raj Shah and Cullen Rose of Stoic Point Capital Management join OPM for a specials double episode. In the first half we explore their view that we may be in for a repeat of the [----] to [----] new issuance cycle and how some of their favorite opportunities are still orphaned securities from that last cycle. They explain why small caps undergoing change" [YouTube Link](https://youtube.com/watch?v=I9NeTDbM7rs) 2025-09-09T13:36Z 37.7K followers, [----] engagements "Trump Trade Up 87%: What [----] Election Means For Markets Citrini 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 [--] [----] to November [--] [----] is up 87% (his Trump market neutral basket is up 32% over the same time horizon). Citrini explains why he created the basket and how its performance tracked and often predicted Trumps odds of winning in the betting markets. Upon Trumps victory he tells Jack which parts of the basket he thinks are overheated" [YouTube Link](https://youtube.com/watch?v=IdAEOXVaouA) 2024-11-10T18:03Z [----] followers, [----] engagements "Tariffs Are Here Charles Gasparino Charles Gasparino Fox Business Senior Correspondent give color into the protectionist and moderate factions in the White House and explains why he thinks that President Trump is likely to reach a deal with major trading partners. Recorded April [--] [----]. Follow Charles Gasparino on Twitter https://x.com/CGasparino Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #tariffs #inflationstrategies #stocks #tradewar #investing #economy" [YouTube Link](https://youtube.com/watch?v=IdPWFHfgiMQ) 2025-04-08T23:21Z 25.2K followers, [----] engagements "China Knows Americas Weak Spot George Magnus explains how China understands the U.S.'s biggest vulnerability in the trade war: the bond market. If Beijing can trigger instability there it knows Washington will feel the heat. Its less about tariffsand more about targeting the financial systems soft spots. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #tradewar #investing #tariffs #inflation #trump" [YouTube Link](https://youtube.com/watch?v=It355JY4vw4) 2025-05-08T22:12Z 30.6K followers, [----] engagements "They Will Always Choose Inflation Over A Recession. Vincent Deluard of StoneX joins Max Wiethe to discuss a major shift in how policymakers approach crises. Faced with a choice between tolerating short-term unemployment or risking inflation with stimulus Deluard argues the bias has become clearand its toward more inflation. Why Because avoiding recession has become politically irresistible. #VincentDeluard #MonetaryMatters #InflationRisk #RecessionVsInflation #MaxWiethe #MacroEconomics #StimulusDebate #StoneX #PolicyTradeoff #EconomicOutlook" [YouTube Link](https://youtube.com/watch?v=Itt8vuyZYKk) 2025-06-16T00:07Z 32.1K followers, [----] engagements "Wall Street is Crushing Main Street with Jack & Max 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 Jack Farley & Max Wiethe break down recent economic data on inflation and the labor market the parade of positive earnings reports sending markets higher and how this is representative of an economic expansion that is benefiting Wall Street while Main Street is left behind. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary" [YouTube Link](https://youtube.com/watch?v=J-wYtrv0hZE) 2025-08-14T12:35Z 37.1K followers, [----] engagements "Trumps New Tariffs To Cause Economic Collapse If Implemented (Heres Why) Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trumps reciprocal tariffs which are based not on other countries tariff or non-tariff trade measures but on the level of trade deficit itself. Recorded the morning of April [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=JkqfhszRlys) 2025-04-03T16:36Z 25K followers, [----] engagements "Tariffs Could Trigger a New Dark Age Could new tariffs spark a global economic collapse In this intense moment from the Monetary Matters Podcast a stark warning is laid out: the collapse of trade GDP in the U.S. China and Europe a crash in financial markets and a severe re-rating of credit and equities. A potential economic Dark Age loomslisten closely. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=KBTnJCUzuGk) 2025-04-06T16:00Z 25.1K followers, [----] engagements "Stock Market Melt-Up Until [----] Warren Pies On Why Stocks Aren't Overvalued Warren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isnt overvalued and why he is recommending to clients an underweight commodities stance. Pies argues that small-caps and mid-caps arent destined to do great if the bull market continues. Recorded on November [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Warren Pies on Twitter https://x.com/WarrenPies Follow 3Fourteen Research on Twitter" [YouTube Link](https://youtube.com/watch?v=KKoU4n3dk48) 2024-11-20T20:31Z [----] followers, [----] engagements "Optimizing the Investment Business for Long-term Results David Steinberg of Marlowe Partners David Steinberg founder and CIO of Marlowe Partners joins Other Peoples Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit for his concentrated long-term investing style how that long-term style affects his ability to use AI in the research process and why it is important not to" [YouTube Link](https://youtube.com/watch?v=KU5L5YZvAgU) 2025-07-30T13:53Z 37.3K followers, 77.8K engagements "Stock Market Set For "Tough Year" Kris Sidial 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 volatility markets are not sufficiently pricing in the risks of President Trumps economic policy and if that if anything vol traders are expecting a bounce and laying off hedges rather than buying them. Kris also explains the dispersion trade vol selling in ETFs index arb vanna & volga VVIX and margin risk. Recorded on March [--] [----]. Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow Jack Farley" [YouTube Link](https://youtube.com/watch?v=KsrtHB77NT0) 2025-03-19T15:23Z 23.9K followers, [----] engagements "Dodging Tariff Turmoil in Nordic High Yield Credit Mns Levin of Ridge Capital Mns Levin CEO and co-founder of Ridge Capital joins Other Peoples Money to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and insolation from tariff and trade war risks. Levin discusses the exceptional start Ridge Capital has had both in terms of performance and asset raising the specific features and composition of the Nordic high yield market that they find most attractive and the flexibility in strategies required to take full advantage of the" [YouTube Link](https://youtube.com/watch?v=LAVAYRNT6iI) 2025-04-15T13:00Z 31.9K followers, [----] engagements "Tariffs Unlikely To Derail Strong Economy Argues Quant Phenom Aahan Menon Recorded on March [--] [----]. Follow Aahan Menon on Twitter https://x.com/AahanPrometheus Follow Prometheus Macro on Twitter https://x.com/prometheusmacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 01:00 Sell-Off Is Due To Flows Not Fundamentals 03:50 Tariffs Don't Matter That Much To Economic Strength 10:03 Momentum Is Extremely Negative In Stock Market 10:41" [YouTube Link](https://youtube.com/watch?v=LCvXDqbpxII) 2025-03-14T13:00Z 18.7K followers, [----] engagements "Investing in China Xi Jinping Doesn't Care About You Before you dive into Chinese equities consider this: Xi Jinping controls the game not you. James Aitken shares a blunt truth about investing in China and why the 'big dog' doesn't care about your portfolio. Watch before you invest Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket" [YouTube Link](https://youtube.com/watch?v=LFJwhmzERjg) 2025-03-19T21:30Z 23.2K followers, [---] engagements "1987 Flashbacks Milton Berg Explains Is the current market setup starting to look like [----] Legendary technical analyst Milton Berg joins Monetary Matters to talk bullish momentumand why he cant shake off flashbacks to one of the most infamous market crashes in history. He doesnt have the full data in front of him. but hes seeing signs. Dont miss this quick but potent insight. Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=LvxpogGOqWg) 2025-07-14T19:12Z 32.6K followers, [----] engagements "This Signal Has a 100% Bull Market Record Milton Berg reveals a technical signal with a flawless track record: when volume jumps 30% and there's a 45:1 upside in volume it's always marked the start of a bull market. No pullbacks. No false alarms. Just green lights. Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #technicalanalysis #miltonberg #economy #trading #trump #tradewar #stocks #inflationstrategies" [YouTube Link](https://youtube.com/watch?v=M4LUNGjgbdo) 2025-05-29T12:00Z 31.3K followers, [----] engagements "Why Hedge Funds Must Adapt or Disappear Russell Clark explains why industries rarely go to zero and how indices naturally rebalance by selling losers and buying winners. He discusses the efficiency of being long ETFs while shorting select stocks and highlights the risks of concentrated long-short equity portfolios which often overexpose investors to US large-cap mega stocks. Learn the nuances of long-short strategies and why diversification matters. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max" [YouTube Link](https://youtube.com/watch?v=M9QLKbrqmuM) 2025-02-13T13:00Z 25K followers, [---] engagements "Debt Reckoning Ahead Gerard Minack Breaks It Down To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios factors like net debt monetized debt and the overall size of US debt make this comparison flawed. He argues these factors make the current trajectory of US debt levels completely unsustainable and that the bond vigilantes will step in long" [YouTube Link](https://youtube.com/watch?v=MOH3gHSqlgc) 2025-06-04T13:00Z 31.7K followers, [----] engagements "When the Market Crashes They Profit Logica Capital's Long Volatility Playbook Wayne Himelsein CIO and founder of Logic Capital Advisors joins Other Peoples Money to discuss how his hedge fund is built to profit when volatility spikes in moments just like this. Everybody wants to carry crash protection but if implemented improperly the cost of carrying hedges can bleed you dry. Finding innovative ways to solve this problem is what drives Himelsein and Logica forward and in this discussion he discusses their approach to maintaining at the money long volatility exposure without relying on spread" [YouTube Link](https://youtube.com/watch?v=Mz_mM5HoMhg) 2025-04-09T13:00Z 37.1K followers, [----] engagements "A Foreclosure Wave Is Coming Chris Whalen 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 many of the Trump administrations policies he expects they will cause some significant turbulence in credit and economic markets. Chris explains why he thinks FHA Mortgage foreclosures will rise and shares his views on tariffs bank stocks and payment companies. Recorded on March [--] [----]. Second edition of Chris Whalens Inflated:" [YouTube Link](https://youtube.com/watch?v=N1sZnP2inXM) 2025-03-23T13:20Z 24.4K followers, 32.6K engagements "The Federal Reserves Gameplan For [----] Joseph Wang & George Goncalves 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 [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Joseph Wang on Twitter https://x.com/FedGuy12 Josephs website: https://fedguy.com/ Josephs book:" [YouTube Link](https://youtube.com/watch?v=N3cbv-f5stg) 2024-11-27T19:03Z 31.7K followers, [----] engagements "Trump Bonds & a Slowing EconomyIs This the Plan Market returns are hitting an air pocket as growth slows and uncertainty rises. Investors are hesitant spending cuts are front-loaded and GDP is set to take a hit. Is this all part of a larger strategy Join the discussion on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis #hedgefunds #dollar #fx #fxtrading" [YouTube Link](https://youtube.com/watch?v=NEk52QZF3-4) 2025-03-14T11:00Z 20K followers, [---] engagements "Tariffs Could Blow Up the Bond Market Mark Zandi on the Biggest Risk to the Economy Mark Zandi Chief Economist for Moodys 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 policy uncertainty. He also discusses the GSEs Fannie Mae and Freddie Mac and why he thinks most paths to exiting conservatorship create a lot of pain for the mortgage" [YouTube Link](https://youtube.com/watch?v=Nn9VXEvee0M) 2025-01-28T14:00Z 13.5K followers, [----] engagements "U.S. Dollar Decline Incoming Tian Yang of Variant Perception Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perceptions Research Subscription by clicking the link above. In addition for those who sign up to Variant Perceptions Research Subscription a trial of Variant Perceptions full product suite will be available for one quarter. Tian Yang CEO of Variant Perception returns to Monetary Matters to share his thoughts on global imbalances that have been building in the" [YouTube Link](https://youtube.com/watch?v=NrHbdj9Kwqo) 2025-06-24T16:57Z 33.5K followers, [----] engagements "Stagflation Summer Is Here Jonny Matthews On Economic Slowdown In U.S. Data For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews former PM at Brevan Howard and publisher of SuperMacro has emphatically rejected the case for a recession in the U.S. Recent economic data is causing him to reevaluate his view. While he still calls himself a recession denier Matthews now thinks a slowdown is already occurring in the U.S. that will *look* like stagflation in the fall. Whether it will actually be real stagflation is a different question. But" [YouTube Link](https://youtube.com/watch?v=OfErgY9xWEg) 2025-08-08T19:22Z 37.6K followers, [----] engagements "Fed Scared of Inflation Resurgence Jack Farley & Max Wiethe Jack Farley and Max Wiethe break down the markets reaction to todays Federal Reserve decision the Summary of Economic Projections and Jerome Powells press conference. They also discuss parallels between this market and late [----] debate whether AI is a bubble and the eternal question of when the next US recession will occur. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=P3kjM-eI1h0) 2025-06-18T22:30Z 31.9K followers, [----] engagements "Macroeconomic Malaise In Store For [----] Juliette Declercq 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 [----] 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 the dollar the two-year note and her views on stocks and bonds. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=PXU3uHVJHdE) 2024-12-05T16:09Z [----] followers, [----] engagements "The Austrian Economics vs Modern Monetary Theory Showdown Robert Murphy and Nathan Tankus No two ideologies are perhaps more at odds than Austrian Economics and Modern Monetary Theory. Here two leading voices from both economic schools of thought Nathan Tankus for MMT and Robert Murphy for Austrian Economics showdown in this live debate moderated by Jack Farley. Going live at 7PM ET on January 16th 2025" [YouTube Link](https://youtube.com/watch?v=Pc1-lhghFDk) 2025-01-17T08:33Z 29.8K followers, [----] engagements "Americas Huge Industrial Advantage (It's Not Tariffs) Bob Robotti 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+ year track record of S&P [---] outperformance. Here he joins Other Peoples Money to discuss long-term value investing why he likes to invest in companies perceived to be facing headwinds and his view that American based industrial companies are competitively advantaged for reasons completely unaffected by trade policy. He also discusses how he operates both an advisory business and a" [YouTube Link](https://youtube.com/watch?v=Pl6hLv6OgzY) 2025-05-29T13:00Z 31.3K followers, [----] engagements "The Fed is Sticking the Soft Landing Neil Dutta 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 aggressively. Recorded on September [--] [----]. __ Learn more about Renaissance Macro Research: https://www.renmac.com Follow Renaissance Macro Research on Twitter https://x.com/RenMacLLC Follow Jack" [YouTube Link](https://youtube.com/watch?v=PrTNISozjCk) 2024-09-25T13:00Z [----] followers, [----] engagements "Violent Correction Imminent Before Stock Market Mania Resumes Argues Mel Mattison Mel Mattison investor monetary theorist and former fintech executive joins Monetary Matters to share how hes thinking about the next few years for the financial system. Stunned that Mels [----] by year-end [----] prediction actually happened Jack asks Mel why he now expects a violent correction in early [----] while at the same time extending his S&P [---] forecast to the stunningly high [-----] level by the end of [----]. They also discuss Bretton Woods [---] incoming Treasury Secretary Scott Bessent potential revaluation of" [YouTube Link](https://youtube.com/watch?v=QsnIOWomazw) 2025-01-09T21:48Z 12.4K followers, [----] engagements "Inside the Alternative Investment Platform Megatrend Alan Strauss of Crystal Capital Partners Whether you are talking about hedge funds private equity private credit or venture capital alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many thats being done through investment platforms targeting their registered investment advisors. Alan Strauss senior partner at Crystal Capital Partners joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for" [YouTube Link](https://youtube.com/watch?v=RHzkXLkVHqQ) 2025-02-27T14:00Z 35.5K followers, [---] engagements "Living Paycheck to Paycheck You Deserve More Abdul Al-Asaad flips the script on traditional finance talk: Forget just talking about the risks of investingwhat about the risks of not investing For those living paycheck to paycheck saving even $100 matters. This is about doing more with less. A powerful reminder that access to wealth-building shouldn't be exclusive. Learn more about Basic Capital: https://basiccapital.com Follow Abdul on X: https://x.com/Abude_al_asaad Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify" [YouTube Link](https://youtube.com/watch?v=RS6T8F9-sbM) 2025-07-01T20:00Z 32.1K followers, [----] engagements "The Dollar Drives EVERYTHING Julian Brigden of MI2 Partners doesnt mince wordsthe dollar runs the show. On this episode of Monetary Matters with Jack Farley Brigden argues that too many investors overlook the dollars power and that when it starts falling the macro world will never be the same. 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/macrocapture-landing-page/ Follow Julian Brigden on Twitter https://x.com/JulianMI2 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow" [YouTube Link](https://youtube.com/watch?v=RXA4wG_tpaI) 2025-04-17T11:30Z 28.8K followers, [----] engagements "Trading Skill Isnt Enough to Run a Hedge Fund (Heres Why) Benn Eifert of QVR Advisors 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 manages $2 billion in assets discusses the important interpersonal skills operational considerations and marketing duties that also fall squarely on the shoulders of the" [YouTube Link](https://youtube.com/watch?v=Ty8CNp2njaE) 2025-01-21T14:00Z 36.4K followers, [----] engagements "How Market Crashes Really Happen Dean Curnutt founder of Macro Risk Advisors breaks down what really causes market meltdowns: the shattering of consensus. Reflecting on The Big Short and the [----] crisis he explains how massive leverage built on flawed assumptions can lead to violent price adjustments when the truth finally hits. Follow Dean Curnutt on Twitter https://x.com/Alpha_Ex_LLC Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #volatility #hedgefunds" [YouTube Link](https://youtube.com/watch?v=UEr7viOENcs) 2025-07-24T11:01Z 32.6K followers, [----] engagements "Private Capital Helped Canadas Athletes Win Big What happens when you give Canadas Olympians the financial backing they deserve Moez Kassam founder of Anson Funds joins Max Wiethe on Other Peoples Money to discuss how his athlete funding initiative helped boost Canadas Olympic performanceleading to a record-breaking outcome. Watch now to learn how smart capital can fuel athletic success Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock" [YouTube Link](https://youtube.com/watch?v=UTvncR0-tvs) 2025-03-12T10:30Z 18.8K followers, [----] engagements "How the Fed's Interest Rate Cuts Could Hurt the Market Joseph Wang 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 [--] just after Fed Chair Powell's press conference. __ Follow Joseph Wang on Twitter: https://x.com/FedGuy12 Follow Jack Farley on Twitter: https://x.com/JackFarley96 Joseph's latest piece "When" [YouTube Link](https://youtube.com/watch?v=UpzvtiGJTf0) 2024-09-18T22:41Z 26.8K followers, 11.7K engagements "How to Build a Long-Only Investment Boutique Jamie Carter 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 become more difficult the differences in raising capital in the US UK and Europe and why he thinks emerging markets are the last hold outs for fundamental active managers. He also explains why EM" [YouTube Link](https://youtube.com/watch?v=WBJVy-3HSU0) 2024-12-10T14:00Z [----] followers, [---] engagements "Financial Markets vs. Economic Reality Andy Constan 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 on November [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Andy Constan on Twitter https://x.com/dampedspring" [YouTube Link](https://youtube.com/watch?v=WfEe2LyBbGE) 2024-12-01T19:51Z [----] followers, [----] engagements "DeMark Indicators: The Secret to a Clearer Market View Most traders look at price charts in black and whitemissing crucial insights. With DeMark Indicators the market comes to life in full color Discover how this powerful tool helps investors see beyond basic price action on Other Peoples Money Podcast with Max Wiethe. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #otherpeoplesmoney #hedgefunds #fundlaunch #hedgefund #managers #investoradvice" [YouTube Link](https://youtube.com/watch?v=WgIIZTfCie8) 2025-04-02T12:00Z 25K followers, [----] engagements "Trump Tariffs Could Collapse Global Trade "What a day" indeed. Trump just dropped a tariff bomb on the rest of the worldfar larger than expected. If these tariffs stick they could collapse global trade trigger a worldwide recession and crash the stock market. The fallout may already be unfolding in real-time. Catch this urgent take from the Monetary Matters Podcast as the world reacts. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast" [YouTube Link](https://youtube.com/watch?v=WsRF8G31W9g) 2025-04-06T13:00Z 32.7K followers, [----] engagements "Tariffs Will Lead To Stock Market Crash (Here's Why) Joseph Wang Former Fed Trader 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 Jack also review the January Fed meeting with Joseph noting that Fed chair Powell might be significantly more dovish than the FOMC committee. Joseph explains why he is" [YouTube Link](https://youtube.com/watch?v=X38HkrUD_js) 2025-01-31T18:11Z 32.5K followers, 20.4K engagements "The Easiest Way to Launch a Hedge Fund Understanding Spinouts with Farid Guindo Ask anyone and they will tell you it has never been harder to start a hedge fund. Thats 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 Robertsons Tiger Cubs are the perhaps most famous spinouts but it is still an extremely popular trend today. Farid Guindo CIO and founder of Drill Capital is taking advantage of these dynamics to launch his new fund with the backing of his mentor and former boss at" [YouTube Link](https://youtube.com/watch?v=XGSaKHeRA4Q) 2024-11-27T00:00Z 37.6K followers, [---] engagements "The Panic Melt-Up In Bank Stocks Chris Whalen on Recession Fantasies & Capital Market Reawakening Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like its [----] again. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Chris Whalens latest book Seeing Around Corners https://www.freedommortgage.com/seeingaroundcorners Lev Menand & Joshua Younger paper that Chris references:" [YouTube Link](https://youtube.com/watch?v=XhG5DkoC1gY) 2024-10-23T17:02Z 37.1K followers, [----] engagements "The Double Dip Recession Is Here Danielle DiMartino Booth 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 Research returns to Monetary Matters to update listeners on her read of the economic cycle and credit markets. She shares her thesis that the U.S. economy entered recession in early [----] exited it and is now entering another recession in a process similar to the double dip recession of 1980-1981. Recorded on June [--] [----] Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow Danielle" [YouTube Link](https://youtube.com/watch?v=Y7eISpB4u-s) 2025-07-07T16:03Z 35.7K followers, 42.1K engagements "From "Everything Bubble" To "Everything Bust": Liquidity Godfather Michael Howell on [----] & Beyond Todays episode is brought to you by the Teucrium Wheat Fund. War weather inflationeven monetary policydrive 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 cross border flows and the private sector. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=YHFPRnMhX2A) 2024-12-23T19:20Z 30K followers, 57.1K engagements "Selling Of US Assets Could Snowball Into a Bigger Problem Is foreign selling of U.S. assets the start of something bigger Julian Brigden of MI2 Partners joins Monetary Matters with Jack Farley to explain why overnight market weakness signals a deeper trendand why this could turn into a rolling crisis. If the dollar weakens alongside continued selling could we be looking at a major shift in global markets Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube" [YouTube Link](https://youtube.com/watch?v=YNkMoU_FjpY) 2025-03-11T19:00Z 17.7K followers, [---] engagements "Hedge Funds Are a Team Sport Ilya Zaides on Continuity at 14B Capital 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 Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #stocks #economics #economy #recession #bonds" [YouTube Link](https://youtube.com/watch?v=YOCGMAOBn90) 2025-02-07T14:00Z 25.1K followers, [---] engagements "The Stock Market is Mispricing Tariff Risks Joseph Wang The Fed Guy warns that the stock market is underestimating the risks of tariffs especially for companies heavily reliant on international trade like Apple. With everything made in China Apple and similar firms could face major disruptions if tariffs hit. Is the equity market ignoring a ticking time bomb Find out in this breakdown of tariffs and market mispricing. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=YgNvLwfHxuY) 2025-02-09T14:00Z 14.1K followers, [----] engagements "Trumps Trade Strategy: Tariff Threats & Drama In his second term Trumps goal was to be his own U.S. Trade Representative. But has he delegated much of his administration to Elon Musk while focusing on trade threats and tariffs On the Monetary Matters Podcast with Jack Farley Brad Setzer breaks down Trump's trade obsession and what it means for the economy. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez" [YouTube Link](https://youtube.com/watch?v=YwZvgprSUkw) 2025-03-29T12:45Z 32K followers, [----] engagements "From Treasury Minister of Argentina to Macro Fund Manager Nicols Dujovne Tenac Asset Management 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_source=the_opm Nicols Dujovne CIO and founder of Tenac Asset Management joins Other Peoples Money to discuss his path from Treasury Minister of Argentina and president of the G-20 to hedge fund manager. Despite more experience managing economies than trading them Dujovne and his partners at Tenac have succeeded in building a 5+ year track record with no" [YouTube Link](https://youtube.com/watch?v=Z3pkcJdEQ8M) 2025-03-25T13:00Z 31.3K followers, [----] engagements "How The U.S. Borrows Money Steve Hou on Bond Market Plumbing & Equity Index Construction 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 related to pricing power research and development (R&D) and other factors and at the end he offers his macro views on bond yields and the increasingly concentrated" [YouTube Link](https://youtube.com/watch?v=ZDYlk5H87dg) 2025-01-13T15:12Z 12.7K followers, [----] engagements "Why Widening Credit Spreads Will Hurt Stock Prices Is a widening in credit spreads a sign of more trouble ahead for the stock market In this episode of Monetary Matters we dive into the potential feedback loop between credit markets and equities and what it could mean for investors. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket" [YouTube Link](https://youtube.com/watch?v=ZGdnLU9yhME) 2025-03-18T22:30Z 22.2K followers, [---] engagements "The Recession Is Here Argues Fed Insider Danielle DiMartino Booth Teucriums 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 Reserves historic [--] basis point cut. Recorded shortly after Jay Powells press conference on September [--] [----]. __ Follow Monetary Matters on: Apple Podcast: https://rb.gy/s5qfyh Spotify:" [YouTube Link](https://youtube.com/watch?v=ZJX1lfYOxEQ) 2024-09-19T18:48Z [----] followers, 10.6K engagements "Building Beyond Short Selling at Muddy Waters Capital Carson Block Building a successful hedge fund is hard. Its even harder when youre 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 Block explains why starting a fund became necessary to pursue activist short selling in a serious capacity the pitfalls of capital raising and the different types of investors who are" [YouTube Link](https://youtube.com/watch?v=ZJbRk-NyeJE) 2024-10-29T13:00Z 25K followers, [----] engagements "How Pandemics Cause Economic Shocks David Kotok on The Fed and The Flu David Kotok Co-Founder & Strategic Advisor at Cumberland Advisors joins Monetary Matters to discuss insights from his new book The Fed and the Flu: Parsing Pandemic Economic Shocks. Kotok cites data over millennia to show that pandemics typically cause natural real interest rates to decline and productivity and inequality to rise. Kotok argues that we must prepare for the next pandemic and shares his view on the origin of the COVID virus. Part II of an interview recorded on April [--] [----] with the first part having aired on" [YouTube Link](https://youtube.com/watch?v=_F0E64GmRYs) 2025-05-16T20:52Z 31.1K followers, [----] engagements "Stock Market Plummets as Fed Shocks Investors Jack welcomes Max Wiethe business partner and host of Other Peoples Money podcast to break down Decembers Federal Reserve meeting. Jack shares why he bought puts prior to the Feds 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 dollar and how many cuts (if any) the Fed will do in [----]. Recorded just after the FOMC meeting on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5" [YouTube Link](https://youtube.com/watch?v=_jYuNVuDCX4) 2024-12-18T23:37Z 10.5K followers, [----] engagements "Global Economic Order Set To Change Radically (Here's Why) Eric Wallerstein Eric Wallerstein Chief Markets Strategist for Yardeni Research joins Jack to share his optimist outlook on the U.S. economy. Recorded on February [--] [----]. Follow Eric Wallerstein on Twitter https://x.com/ericwallerstein Follow Yardeni on Twitter https://x.com/yardeni Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 03:41 Optimistic Outlook: S&P [---] to [----] by Year End" [YouTube Link](https://youtube.com/watch?v=_qaWPTv3mJQ) 2025-03-02T18:29Z 14.3K followers, [----] engagements "Stock Market Decline Is Just Getting Started 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 thinks subpar equity returns are likely. In his words The markets current decline is not a correction a bump in the road or a dip to be bought. We have entered a protracted bear market. Recorded on May [--] [----]. Follow Last Bear Standing on Twitter https://x.com/LastBearStandng Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow Jack Farley on Twitter https://x.com/JackFarley96 The Matador:" [YouTube Link](https://youtube.com/watch?v=a0Cokd9xcxM) 2025-05-06T14:28Z 30.3K followers, 11.4K engagements "Why July Could Be a Danger Point for the Fed Michael Howell of CrossBorder Capital issues a stark warning: By July reserve levels could fall below a critical threshold threatening serious disruptions in US money markets. Will the Federal Reserve act in time to prevent a crisis Watch this urgent discussion on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis" [YouTube Link](https://youtube.com/watch?v=a3YbXZNi3aw) 2025-03-13T21:30Z 18.2K followers, [---] engagements "Is This a Bubble 100x Sales & Unprecedented Market Weight Research Affiliates founder Rob Arnott joins Jack Farley on the Monetary Matters Podcast to discuss why todays U.S. stock market is more concentrated than any point in history. The five largest companies now make up nearly 30% of the S&P [---] almost double the concentration at the peak of the dot-com bubble. Arnott explains why valuations at 100x sales either require decade-long 40% growth or signal a frothy bubble. Investors betting on growth may need to rethink their risk. Research Papers discussed: RACWI: Reinventing Cap-Weighted" [YouTube Link](https://youtube.com/watch?v=aIjPeoJOqjo) 2025-09-17T12:45Z 37K followers, [----] engagements "How Private Equity Will Cause The Next Financial Crisis Argues Jared Dillian 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 as an asset class and is destined for underperformance over the next decade. Recorded on October [--] [----]. Jareds piece The Next Big Short: Hidden Risks Behind Private Equity's" [YouTube Link](https://youtube.com/watch?v=aaqRKUkftlg) 2024-10-13T17:15Z [----] followers, [----] engagements "Is the US Economy Becoming an Emerging Market Nicols Dujovne Nicols Dujovne CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies EM debt investing and why even though the USs failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it risks the US Dollars reserve currency status over the long run. Dujovne also identifies the opportunities he's watching now explains why he thinks the dollar is moving lower and makes the case" [YouTube Link](https://youtube.com/watch?v=acljWa7UcaQ) 2025-05-23T13:00Z 31.2K followers, [----] engagements "Rate Cuts Will Not Shock The Long End Mike Green of Simplify challenges the consensus view on Fed policy. While many expect rate cuts to cause bond market volatility Green argues the opposite. He explains why the dominant force in markets remains Federal Reserve policyand why the long end of the curve won't go "crazy" anytime soon. Mike Green Portfolio Manager and Chief Strategist at Simplify Follow Mike Green on Twitter: https://x.com/profplum99 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Read Mikes Substack here:" [YouTube Link](https://youtube.com/watch?v=an603f_-rvw) 2025-06-20T15:07Z 32K followers, [----] engagements "Is Leverage the Solution to Americas Retirement Crisis Abdul Al-Asaad of Basic Capital Abdul Al-Asaad CEO and co-founder of Basic Capital joins Other Peoples Money to discuss how Basic Capital is revolutionizing access to leverage for everyday Americans. He argues that Americans have far too much access to credit for the wrong use consumption and far too little access for positive uses like investing in assets that could change their financial future. He discusses how Basic Capitals term financing works why most of the capital you receive through Basic Capital is invested in private credit" [YouTube Link](https://youtube.com/watch?v=anWwecoomgI) 2025-07-01T13:32Z 32.1K followers, [----] engagements "The Stock Market No Longer Cares About Tariffs Dean Curnutt Volatility specialist Dean Curnutt founder of Macro Risk Advisors and host of the Alpha Exchange podcast joins Jack to share his view on volatility across assets. He explains why he thinks even though equity puts may be attractive for rainy day insurance technically equity implied vol is very expensive relative to realized vol. While in Bitcoin land Dean argues that Bitcoin volatility is cheap because vol can expand as the asset rises. Dean shares his view of tariffs and the U.S. Treasury market. Recorded July [--] [----]. Follow Dean" [YouTube Link](https://youtube.com/watch?v=bN3RiJHBeFo) 2025-07-20T17:51Z 32.6K followers, [----] engagements "Banking Sectors Fate in [----] and Beyond Jason Cave Jason Cave Senior Consultant at Potomak Global Partners has over [--] years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview Cave explains why hes 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 finally open up bank M&A the Basel III Endgame will be at least paused and what he thinks of the future of Fannie Mae and Freddie Mac. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=bP3EdK7zb90) 2025-01-05T14:00Z 12.2K followers, [----] engagements "Shocking U.S. Fiscal Deficit To Grow Worse Under Trump Admin Warns Harvards Jason Furman Jason Furman former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University joins Monetary Matters to share his view of the Trump administrations three-legged stool of tariffs deregulation and tax cuts. Recorded May [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Jason Furman on Twitter https://x.com/jasonfurman Follow Monetary" [YouTube Link](https://youtube.com/watch?v=cBoqyWH6h8s) 2025-05-25T19:16Z 31.3K followers, 10K engagements "Why Trump Tariffs Could Crash Markets & Force Rate Cuts Joseph Wang The Fed Guy explains why massive tariffs could send markets into free fall tightening financial conditions and forcing the Federal Reserve into rapid rate cuts. Could this be the biggest economic shock of the year Watch to find out how tariffs interest rates and market volatility are all connected. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter" [YouTube Link](https://youtube.com/watch?v=ctP55vYIJ_w) 2025-02-04T13:00Z 14.4K followers, [----] engagements "Trading Market Turmoil: Any System is Better than No System Petr Pinkhasov of Anthem Capital Trading Market Turmoil: Any System is Better than No System Petr Pinkhasov of Anthem Capital Management 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_source=the_opm Petr Pinkhasov CIO and founder of Anthem Capital Management joins Other Peoples Money for a special Trader Talks episode where he discusses how he trades incorporating quantitative signals thematic views and technical analysis patterns like" [YouTube Link](https://youtube.com/watch?v=czThGlgcyWk) 2025-04-01T13:01Z 32.4K followers, [----] engagements "Wake-Up Call for the Fed Liquidity Tensions Are Rising Michael Howell of CrossBorder Capital warns that rising repo market tensions should be a wake-up call for the Federal Reserve. With spreads breaking out of their normal range is the Fed ignoring a brewing liquidity crisis Watch as he breaks it down on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis" [YouTube Link](https://youtube.com/watch?v=dF7cduLrG_A) 2025-03-13T15:00Z 18.7K followers, [---] engagements "Can DOGE Fix the Budget Deficit Eric Wallerstein Chief Markets Strategist for Yardeni Research shares his insights on the U.S. budget deficit. While Dogecoin won't solve the issue could the deficit actually shrink to 3% in the coming years Watch now to hear his take on fiscal policy and economic trends. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter https://x.com/VennTwoSigma Read the Venn by Two Sigma Blog:" [YouTube Link](https://youtube.com/watch?v=dNVi-6ud8XI) 2025-03-10T20:00Z 36K followers, [---] engagements "SPACs Are Booming but Are We Back in Bubble Territory Louis Camhi of RLH Capital Louis Camhi founder and CIO of RLH Capital returns to Other Peoples Money to discuss how SPACs are making a comeback in [----]. Camhi discusses the differences between SPACs and DeSPACs common misconceptions about SPAC risk and how 2025s boom in SPAC issuance is a far cry from what we saw in [----]. Camhi also discusses the different strategies he employs to take advantage of the unique opportunities SPACs provide thematic trends in SPAC acquisition targets and how he is using SPVs to increase exposure to SPAC target" [YouTube Link](https://youtube.com/watch?v=dPEtiT5PEug) 2025-07-22T18:28Z 32.6K followers, [---] engagements "How a 25-Year-Old Is Backing the Most Capacity-Constrained Investors on Wall Street Zach Levitt CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other Peoples Money to discuss how he is standing up multi-manager platforms at just [--] years old by focusing on niche capacity constrained managers. Levitt discusses the benefits of combining uncorrelated capacity constrained strategies in a multi-manager platform his unconventional path to founding a multi-manager platform how mentorship has helped accelerate his growth and how he goes about attracting talented investors to" [YouTube Link](https://youtube.com/watch?v=eUTNCnlX8u8) 2025-06-12T13:01Z 31.7K followers, [----] engagements "The Definitive Hedge Fund Analyst Masterclass Brett Caughran on Fundamental Edge 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 the process of training hedge fund analysts. Caughran discusses the most important processes analysts must master why understanding your role is key to success and why" [YouTube Link](https://youtube.com/watch?v=eXoAc4xbxHI) 2025-02-11T14:00Z 31.9K followers, [----] engagements "Is Risk Really Leaving the Banks Fabio Natalucci warns that spreading risk across the financial system isn't always a solution. While diversification can help some of that risk might circle right back to the banksthrough the back door. A must-watch for anyone interested in financial stability. Learn more about the Anderson Institute: https://www.andersen.com/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #investing #privatecredit #credit #banking" [YouTube Link](https://youtube.com/watch?v=g4v4jt7cY_Y) 2025-05-31T12:45Z 31.4K followers, [----] engagements "The Fed Will Choose Inflation Over Recession Vincent Deluard Vincent Deluard Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are cancelled. He also discusses why he believes Trumps MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil and energy stocks. Follow Vincent Deluard on Twitter https://x.com/VincentDeluard Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter https://x.com/maxwiethe" [YouTube Link](https://youtube.com/watch?v=gE1FPn-lSt8) 2025-06-15T15:02Z 31.7K followers, [----] engagements "The Truth Behind U.S. Growth: Fiscal Fantasy Marko Papic explains why the recent boom in U.S. economic growth has little to do with innovationand everything to do with unsustainable fiscal policy. From massive deficits under both Biden and Trump to the fading "fiscal gravy train" Papic makes the case that American exceptionalism is more illusion than reality. Follow Marko Papic on Twitter https://x.com/Geo_papic Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez" [YouTube Link](https://youtube.com/watch?v=go6IyK9Duc4) 2025-06-09T20:15Z 31.6K followers, [----] engagements "Is A Liquidity Crisis Looming Michael Howell dives into the challenges facing incoming Treasury Secretary Scott Besson who must navigate refinancing 30% of the US's $28 trillion debt in [----]. With tensions brewing between Bessons liquidity-draining policies and President Trumps push for a strong stock market the stakes couldnt be higher. Is the US taking cues from emerging market economies Find out the potential economic fallout in this must-watch breakdown. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Teucrium" [YouTube Link](https://youtube.com/watch?v=gr1fNGrNFK8) 2025-01-23T22:00Z 13.3K followers, [---] engagements "Felix Zulaufs Big Calls For [----] and Beyond Todays episode is brought to you by the Teucrium Wheat Fund. War weather inflationeven monetary policydrive 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 and commodities. Zulauf expects a [----] point correction in the S&P [---] in early [----] and warns that a strengthening Japanese yen could unleash a wave of liquidations from investors involved in the Yen carry" [YouTube Link](https://youtube.com/watch?v=h8K6tXU4iTs) 2024-12-11T22:12Z 31.2K followers, 20.1K engagements "Inside the Secret World of Prop Traders Noel Smith Noel Smith founder of Convex Asset Management has spent most of his career outside of the world of managing other peoples 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 remain behind closed doors. However he has decided to bring these strategies to the hedge fund world at Convex Asset Management and while they dont scale to produce the same level of returns their lack of" [YouTube Link](https://youtube.com/watch?v=i8xDeE3AfQQ) 2024-12-17T14:00Z 10.1K followers, [----] engagements "Trade Policy Isn't Driving Chinas Trade Surplus Matthew Klein 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 discuss what factors really lead to major trade and capital flow imbalances between countries. He argues that factors like income inequality domestic economic policy and decisions being made at the corporate level can have far more impact than country level trade policy. He also discusses why even though extreme trade and capital flow imbalances may be dangerous implementing improper" [YouTube Link](https://youtube.com/watch?v=iaj4WovqHWM) 2025-06-11T13:01Z 31.7K followers, [----] engagements "Tariffs Could Trigger the Next Meltdown Danny Moses known for his role in The Big Short sounds the alarm on the real impact of tariffs. It's not just the costits the uncertainty that slows business and could trigger a financial crisis. If tariffs become permanent We might be trading the end of the world Follow Danny Moses on Twitter https://x.com/dmoses34 Follow Jack Farley on Twitter https://x.com/JackFarley96 Danny Moses podcast On The Tape: https://open.spotify.com/show/1Bawg52xr2HpGeN36npyua Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5" [YouTube Link](https://youtube.com/watch?v=il2R99ki5hg) 2025-04-23T11:01Z 32.6K followers, [----] engagements "The Last Mutual Fund Manager Standing How Eric Crittenden Defied the ETF Boom to Build a $1B Fund When was the last time you heard about an exciting new mutual fund launch Its 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 Eric Crittenden CIO and Founder of Stand Point Asset Management joins OPM to share how his mutual fund has done just that and reached over $1 billion in AUM" [YouTube Link](https://youtube.com/watch?v=iz8L2bhzjMc) 2025-01-07T11:01Z 25.2K followers, [----] engagements "China's Real Estate Implosion Why Lyn Alden Likes Chinese Stocks Despite Economic Catastrophe Teucriums 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/ 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." [YouTube Link](https://youtube.com/watch?v=jNesO-_bcGM) 2024-10-06T15:22Z 24.6K followers, 25.5K engagements "U.S. Stocks & Credit Vulnerable To April 2nd Tariff-Induced Slowdown James Aitken 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_source=the_opm James Aitken of Aitken Advisors is one of the worlds most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3% and that accordingly the high-growth environment wherein credit and" [YouTube Link](https://youtube.com/watch?v=jaE8SUrfqZA) 2025-03-16T16:37Z 22.2K followers, [----] engagements "Solving for Investors Biggest Risks Russell Clark on an Inverted Hedge Fund Model 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 its 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 him considering relaunching his hedge fund after returning capital in [----] and why if he does relaunch hes inverting the long short hedge fund model. You can read" [YouTube Link](https://youtube.com/watch?v=kAuNyxuMMi8) 2025-01-30T13:01Z 14.2K followers, [----] engagements "30 Years of Data Proves This Investing Strategy Works Alan Strauss senior partner at Crystal Capital Partners explains why alternative investments have gained widespread adoption over the past [--] years. How can advisors find scalable solutions and true alpha for their clients Why is it crucial to distinguish real asset managers from asset gatherers Watch now for expert insights Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock Capital" [YouTube Link](https://youtube.com/watch?v=kvo3TG6mlpA) 2025-03-01T13:01Z 14.2K followers, [---] engagements "Why the U.S. Needs Tariffs Now More Than Ever Oren Cass argues that tariffs are a necessary tool to ensure fair trade and restore balance in global commerce. When other countries' policies distort trade the U.S. must be willing to negotiateand impose tariffs if no deal is reached. This isn't protectionism it's economic realism. Watch as Cass lays out the case for tariffs as a tool to strengthen Americas industrial future. Follow Oren Cass on Twitter https://x.com/oren_cass Follow American Compass on Twitter https://x.com/AmerCompass Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=lAW-mVJSGKk) 2025-07-27T12:30Z 32.7K followers, [----] engagements "US Dollar Too High The Consequences of Tariff Hikes Luke Gromen breaks down the potential consequences of drastic US economic policies like 100% tariffs. What happens when the dollar is already too strong and foreign nations begin dumping US bonds and stocks The era of the US dollar reserve system might be at a turning point. Find out how this impacts consumer spending the global economy and the future of the dollar. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=lKG54CCtJM0) 2025-01-24T12:01Z 13.4K followers, [---] engagements "The Investor Up 1000% With No Down Years Chris Brown Since Aristides Capitals inception in August [----] Chris Brown has returned over 1000% for their investors with a stunning 16-year track record of no losing years. In this interview with Max Wiethe Brown explains how theyve been able to sustain these results and grow their business to over $300m in AUM all while operating far from the typical financial centers where hedge funds cluster. They discuss how accumulating a plethora of lower capacity strategies hiring and working with well intentioned nerds and maintaining rigorous processes for" [YouTube Link](https://youtube.com/watch?v=lPq05ugSYyI) 2024-12-03T14:00Z [----] followers, [----] engagements "Why Most Investors Fail Kara Murphy CIO of Kestra Investment Management explains the biggest mistake investors make: selling during downturns. In this Monetary Matters Podcast clip she shares why staying invested is key to long-term successeven when the market gets rocky. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy #investing #inflationstrategies #bonds" [YouTube Link](https://youtube.com/watch?v=mY4H9nWwQWw) 2025-05-06T21:03Z 30.3K followers, [----] engagements "The Dirty Little Secret About Tariffs Ken Rogoff reveals a surprising truth: if Trump had only imposed 10% tariffs most economists agreeit wouldn't have been a big deal. So why all the panic Discover the dirty little secret about tariffs that rarely gets talked about. NOTE: Nowhere in this interview does Professor Rogoff say anything to the effect of the U.S. dollar will fall quickly. His view is that its dominance peaked in [----] and will continue to slip in a very slow process. For his full view buy and read his book (links above). Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack" [YouTube Link](https://youtube.com/watch?v=meYuF9wD32A) 2025-05-14T00:48Z 30.9K followers, 11.1K engagements "The US Dollar's Decline is Signaling No Sovereign Debt Crisis #macro #dollar Brent Johnson CEO of Santiago Capital joins Monetary Matters to discuss why he believes the US dollar failing to rally after its recent decline signals that the US is not in a true sovereign debt crisis" [YouTube Link](https://youtube.com/watch?v=mipUSfZ8Wp4) 2025-07-26T16:46Z 36K followers, [----] engagements "How AI Tools Are Rapidly Disrupting the Investment Industry Brett Caughran & David Plon Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy Theres no shortage of speculation about how AI will reshape the workforce but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research and shifting the competitive landscape for fund managers and talent alike. In this interview with Brett Caughran founder of buyside training academy Fundamental" [YouTube Link](https://youtube.com/watch?v=mrSsM_lS8Ok) 2025-09-03T13:01Z 36.8K followers, [----] engagements ""Liquidity Squeeze" Threatens U.S. Stock Bubble (Heres How) Michael Howell This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He" [YouTube Link](https://youtube.com/watch?v=n-KgvFBp6Ho) 2025-03-12T12:45Z 30.5K followers, 32.2K engagements "Hidden Mortgage Market Shifts Are Creating Opportunities Matt Jozoff of Trevally Capital Matt Jozoff co-CEO Portfolio Manager and Head of Macro Research at Trevally Capital joins Other Peoples Money to discuss how trends like the growth in the Ginnie Mae market low credit borrowers and non-bank originators and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Trevally Capital. He also discusses how Trevally Capital is looking to extract alpha from these opportunities and build a world-class institutional asset manager with the" [YouTube Link](https://youtube.com/watch?v=n0NV3kQgcC0) 2025-04-24T13:01Z 29.8K followers, [----] engagements "The REAL Reason Unemployment Is Going Up Jim Bianco 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 yields now are probably headed higher. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jim" [YouTube Link](https://youtube.com/watch?v=nBhkz9PAofI) 2024-10-16T13:00Z [----] followers, [----] engagements "U.S. Tariffs To Inflict Economic Shock By June [----] Brad Setser This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is an expert on global trade and capital flows having served as senior advisor to the United States Trade Representative from [----] to [----]. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Matters to explain why he thinks President Trumps tariffs are likely to cause a growth shock in the second quarter. Recorded on March [--] [----] Brad Setser" [YouTube Link](https://youtube.com/watch?v=nFg8Uo2gKUc) 2025-03-26T17:12Z 24.4K followers, [----] engagements "Is Private Credit a Systemic Risk (A Regulators View) Fabio Natalucci Fabio Natalucci CEO of the Anderson Institute for Finance & Economics joins Monetary Matters to discuss his work at the IMF on the potential risks to the global financial system that the growth of private credit may pose. They also discuss the affects that tariffs will have not just on the economy but the functioning of the financial system. Learn more about the Anderson Institute: https://www.andersen.com/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast" [YouTube Link](https://youtube.com/watch?v=o07UPhKhrSo) 2025-05-17T18:00Z 31.1K followers, [----] engagements "Why You Dont Need Everyones Money In this clip from the Other Peoples Money podcast @hfreflection breaks down a powerful truth about raising capital: your job isnt to win everyone overits to connect with the right investors who believe in you. He explains why polarization can be an advantage how long-term relationships are key and why its crucial to front-load your marketing efforts to start the clock early on building trust. Hosted by Max Wiethe this episode dives into what it really takes to secure backing in the world of finance and fund management. Follow Other Peoples Money on: Apple" [YouTube Link](https://youtube.com/watch?v=o22lqQ8bp5A) 2025-09-02T19:30Z 36.5K followers, [----] engagements "Geopolitical Uncertainty is Freezing Private Capital John Bowman of CAIA 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_source=the_opm John Bowman CEO of CAIA Association the Association of Chartered Alternative Investment Analysts joins Jack Farley on a special crossover episode of Monetary Matters and Other Peoples Money to discuss the biggest trends in alternative investments. Bowman explains how Tariff uncertainty and other geopolitical factors might be the #1 factor that led to last years" [YouTube Link](https://youtube.com/watch?v=o7RCfFFlygk) 2025-03-18T19:45Z 23.2K followers, [----] engagements "The Hidden Risk in Private Credit Kara Murphy discusses the rapid growth of private creditand the systemic risks it may pose. While long-term horizons can be powerful the fact that firms are now letting people in for as little as $1000 is a sign this asset class is going mainstream. Should we be concerned Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy" [YouTube Link](https://youtube.com/watch?v=oNtr--unewY) 2025-05-08T12:45Z 30.5K followers, [----] engagements "How Pandemics Trigger Inflation David Kotok explores the long history of pandemics and their economic aftermathfrom Ancient Rome to modern times. He explains how debased currency falling interest rates and shifting wealth dynamics have always followed in pandemics wake. Eye-opening historical parallels David Kotoks book The Fed and the Flu: Parsing Pandemic Economic Shocks: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Paper Longer-Run Economic Consequences of Pandemics: https://www.nber.org/system/files/working_papers/w26934/w26934.pdf Follow Jack Farley on" [YouTube Link](https://youtube.com/watch?v=ormwNpIJ9NU) 2025-06-01T13:45Z 31.4K followers, [----] engagements "Shadow Banks Are Too Big To Fail Elham Saeidinezhad 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 [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Elham Saeidinezhad on Twitter https://x.com/elham_saeidi Elham Saeidinezhads Website https://elhamsaeidinezhad.com/" [YouTube Link](https://youtube.com/watch?v=pOJO5QQJPJg) 2024-11-25T15:29Z [----] followers, [----] engagements "The US Economys Dangerous Healthcare Addiction Eric Pachman Eric Pachman Chief Analytics Officer at Bancreek Capital Advisors joins Monetary Matters to discuss how the healthcare sector the strongest sector for job growth in the whole economy could falter because of the proposed cuts to spending in the Big Beautiful Bill and potentially even tip the whole economy into a recession. He also discusses how important government spending is in propping up the healthcare industry making it largely unaffected by the tools the Federal Reserve would likely use to combat a potential recession led by the" [YouTube Link](https://youtube.com/watch?v=pQTXMntf-QE) 2025-06-26T13:01Z 32.3K followers, [----] engagements "Stocks Will Melt-Up Until April [----] Crash (Here's Why) Vincent Deluard 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 [----] may put a halt to the relentless rise in U.S. stocks. Deluard argues that the lower inflation of [----] will result in a lower cost-of-living-adjustment (COLA) adjustment for [----] U.S. government programs such as Social Security. He thinks a strong U.S. dollar could dent corporate profits and that state and local governments plan to actually shrink" [YouTube Link](https://youtube.com/watch?v=pe6VMOBFLto) 2024-12-16T14:00Z 35.3K followers, [----] engagements "Structural Bear Case For U.S. Dollar In A High Tariff World Tian Yang 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 structural duration. Recorded April [--] [----]. Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://variantperception.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 02:54 Trump Going" [YouTube Link](https://youtube.com/watch?v=pq_42K-Qjk0) 2025-04-08T15:06Z 37.2K followers, [----] engagements "The Case For Bonds Leland Clemons 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 first private credit ETF (consisting of tranches of middle-market CLOs) the mechanics of ETF creation via authorized participants (APs) equity concentration risk and increased specialization of fixed-income ETFs. Recorded August [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez" [YouTube Link](https://youtube.com/watch?v=qFlFb3id5Mo) 2025-08-12T17:48Z 35.5K followers, [----] engagements "The Mindset Behind Market Moves Warren Pies breaks down the difference between a debt deflation mindset and a "basement mindset" one fears loss of capital the other fears loss of purchasing power. In todays economic environment understanding this shift could change how you invest. This Other Peoples Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Follow Warren on X: https://x.com/WarrenPies Follow Max on X: https://x.com/maxwiethe" [YouTube Link](https://youtube.com/watch?v=qs3O949kECo) 2025-07-11T21:49Z 32.5K followers, [----] engagements "Tariff Shock: Global Trade Disruption Incoming The president firmly believes in tariffs as a force for goodbut are they really If the U.S. moves forward with reciprocal tariffs against major trading partners on April 2nd it could be the most disruptive global trade event since COVID. James Aitken shares his strong concerns in this episode of Monetary Matters. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=rpyyat5KS0M) 2025-03-17T18:15Z 36.2K followers, [---] engagements "U.S. Dollar Will Get Annihilated" (Heres How) Julian Brigden & Jonny Matthews This conversation was originally recorded for Julian Brigdens research service MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ Julian Brigden of MI2 Partners and veteran macro trader Jonny Matthews of SuperMacro join Monetary Matters for a wide-ranging discussion of the forces that are contributing to a global weak market in sovereign bonds. Recorded May 28th and released for" [YouTube Link](https://youtube.com/watch?v=s8nmHNK8HtY) 2025-06-09T09:01Z 31.7K followers, 19.8K engagements "Why America Isnt a Trade-Dependent Economy Aahan Menon of Prometheus Macro explains why the U.S. economy is driven by domestic consumptionnot trade. In a world worried about tariffs and globalization this key insight may change how you see Americas economic resilience. Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon founder and CEO of Prometheus Macro returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry mean reversion and trend and about how" [YouTube Link](https://youtube.com/watch?v=sJXAmU_AsiU) 2025-05-30T13:30Z 31.3K followers, [----] engagements "The Bankruptcy Cycle Begins Patrick Perret-Green on Shadow Banking Bust China & Bond Bull Case Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Patrick Perret-Green of PPG Macro is a veteran macro trader and analyst. He joins us today to share his concern over two recent high-profile bankruptcies that have caused jitters in the non-bank financial sector: Tricolor and First Brands. Patrick explains why he is bullish on long-duration sovereign bonds in Australia the U.K. and Japan. Recorded on September [--] [----]. Follow Patrick Perret-Green on Twitter" [YouTube Link](https://youtube.com/watch?v=shBRT9qirlY) 2025-10-01T20:11Z 37.2K followers, [----] engagements "FHA Defaults Are Soaring Is a Housing Crash Next Troubling signs are emerging in the housing market as FHA mortgage defaults hit the mid-teens with many low-income homeowners facing foreclosure or forced to sell. Could this be the early warning sign of a bigger real estate crisis affecting the middle class Chris Whalen breaks down the risks and whats next for the economy. Dont miss this crucial insight Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=shsHpOW33tY) 2025-03-26T10:00Z 24.1K followers, [---] engagements "The Austrian Economics vs Modern Monetary Theory Showdown Robert Murphy and Nathan Tankus No two ideologies are perhaps more at odds than Austrian Economics and Modern Monetary Theory. Here two leading voices from both economic schools of thought Nathan Tankus for MMT and Robert Murphy for Austrian Economics showdown in this live debate moderated by Jack Farley. Going live at 7PM ET on January 16th [----]. Bob Murphy's review of Stephanie Kelton's "The Deficit Myth": https://cdn.mises.org/publication_source_pdf/qjae_23_2_murphy_br.pdf Bob Murphy "The Upside-Down World of MMT":" [YouTube Link](https://youtube.com/watch?v=tF1JIT9kcpw) 2025-01-17T04:27Z 37.6K followers, [----] engagements "Eli Lilly Just Made Getting Ripped WAY Easier Eli Lilly may have just unlocked a $1 trillion opportunity. Their phase two results on a combo drugzappatide (a GLP-1/GIP appetite suppressant) and bemigramab (a myostatin-inhibiting monoclonal antibody)showed 10% body fat loss and 5% lean muscle gain. A drug that curbs appetite and builds muscle This could change fitness pharma and finance forever. Follow Citrini on Twitter https://x.com/Citrini7 Follow Jack Farley on Twitter https://x.com/JackFarley96 Citrini Research: https://www.citriniresearch.com/ Citrindex: https://www.citrindex.com/ Pieces" [YouTube Link](https://youtube.com/watch?v=u7-OfDgAwr8) 2025-07-29T18:01Z 32.7K followers, [----] engagements "US Steel A Secret Global Advantage Legendary value investor Bob Robotti breaks down why North American steel is more competitive than people think. With local coal iron ore and cheap energy the U.S. has all three key inputs for steel production. It's no wonder Nippon Steel wants in. Here's why this industryand regionmight be the next hotspot for global manufacturing. Learn More About Robotti Advisors: https://advisors.robotti.com Follow Bob Robotti on X: https://x.com/BobRobotti Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M" [YouTube Link](https://youtube.com/watch?v=uN8w_B1yCvY) 2025-06-04T12:31Z 31.7K followers, [----] engagements "Truth About Tariffs: Will They Really Help the U.S. Dr. Patrick Honohan honorary professor of economics at Trinity College Dublin debunks the idea that tariffs can fix Americas trade deficit or replace income tax. While tariffs may reduce imports they also shrink exportsmaking them a poor solution for long-term economic stability. Honohans Book The Central Bank as Crisis Manager on Columbia Press: https://www.piie.com/bookstore/2024/central-bank-crisis-manager Follow Patrick Honohan on Twitter https://x.com/PHonohan Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary" [YouTube Link](https://youtube.com/watch?v=v0akzrMTWuk) 2025-03-06T11:30Z 14.5K followers, [----] engagements "Trumps Tariffs: Fixing America or Just More Chaos Are tariffs the economic disaster everyone thinks they are or could they actually help rebuild Americas middle class Jim Bianco breaks down the real impact of Trumps tariff policies Wall Streets reaction and what it all means for the U.S. economy. Watch now for insights you wont hear anywhere else Follow VanEck on Twitter https://x.com/vaneck_us Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify" [YouTube Link](https://youtube.com/watch?v=w3uf36r9Q_k) 2025-03-20T21:00Z 23.2K followers, [---] engagements "Federal Reserve Waiting To See Economic Pain Before Acting Jack welcomes Max Wiethe Other Peoples Money podcast host. The two discuss the May Fed meeting in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes tariff front running and Chinas recent monetary stimulus. Recorded May [--] [----]. Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Other Peoples Money podcast on Twitter https://x.com/OPMpod Follow Jack Farley on Twitter https://x.com/JackFarley96" [YouTube Link](https://youtube.com/watch?v=wJk7NFfk0VM) 2025-05-07T23:00Z 30.5K followers, [----] engagements "911000 Jobs Set To Disappear By February [----] (Heres Why) Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes QI Researchs Danielle DiMartino Booth and Bloomberg Economics Chief U.S. Economist Anna Wong to interpret the Bureau of Labor Statistics (BLS) recent preliminary [------] downward revision to non-farm payrolls. Recorded September [--] [----]. Follow Danielle DiMartino Booth on Twitter https://x.com/DiMartinoBooth Follow Anna Wong on Twitter https://x.com/AnnaEconomist Follow Bloomberg Economics on Twitter https://x.com/economics Follow Jack" [YouTube Link](https://youtube.com/watch?v=x79hwclCJjw) 2025-09-13T16:48Z 36.9K followers, 27K engagements "Tariff Retaliation Escalates Around The World Jack Farley & Max Wiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez" [YouTube Link](https://youtube.com/watch?v=xFinZpnz2oY) 2025-04-07T22:32Z 25.1K followers, [----] engagements "How AI Imperils The Electricity Grid Imane Bakkar Imane Bakkar Founder and Managing Director of Logarisk joins Monetary Matters to discuss her most recent White Paper Weather Is No Small Talk. She argues that the electricity grid and the financial system are becoming more weather dependent because of the rise of renewable power AI climate and the increasing ownership of the grid by non-bank financial institutions (NBFIs). Recorded on September [--] [----]. Imanes paper Weather Is No Small Talk: https://logarisk.co/2025/09/01/white-paper-weather-is-no-small-talk/ Follow Jack Farley on Twitter" [YouTube Link](https://youtube.com/watch?v=x_Savtcd_74) 2025-09-24T18:37Z 37.1K followers, [----] engagements "What If Foreigners Dump U.S. Assets What happens if foreign investors lose confidence in the U.S. dollar Julian Brigden of MI2 Partners joins Jack Farley on Monetary Matters to discuss the nightmare scenario trillions in U.S. assets being dumped a dollar meltdown and a potential financial crisis. Could this send the U.S. economy straight to "jail" with no way out Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks" [YouTube Link](https://youtube.com/watch?v=xho8Uqz91jc) 2025-03-11T11:01Z 17.2K followers, [---] engagements "Hedge Funds Hit Record $4.5 Trillion in AUM Ken Heinz of HFR Index Ken Heinz President of HFR Index LLC joins Other Peoples Money to break down the trends driving the hedge fund industrys growth to a record $4.5 trillion in assets under management. HFRs data on the industry that they collect and analyze from over [----] funds gives them a birds eye view of the big trends like the growth of multi-managers crypto funds and inflows for small and large funds alike. You can find more info on the HFR Database HFR Indices and other industry reports and resources for hedge fund investors and managers" [YouTube Link](https://youtube.com/watch?v=xiS5HLrbx2k) 2025-02-18T14:01Z 14.5K followers, [---] engagements "Perfect Goldilocks Nirvana Outcome Is Unlikely (Heres Why) Julian Brigden Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Julian Brigden of MI2 Partners and MacroCapture returns to Monetary Matters to update viewers on his thinking about" [YouTube Link](https://youtube.com/watch?v=G3I4B7b6zT0) 2025-09-29T17:06Z 46.3K followers, 15.8K engagements "Avalanche of U.S. Dollar Selling In [----] as Fed Cuts Rates Jon Turek 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 Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world reviews the situation in China and shares his thoughts on the wild bull market in gold. Recorded on October [--] [----]. Follow Jonathan Turek on Twitter" [YouTube Link](https://youtube.com/watch?v=GI7tfeVepP8) 2025-10-20T20:35Z 46.3K followers, [----] engagements "Could Gold & Silver Break the Market Jack & Max on Fed Earnings and Software Sell-off 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: https://fiscal.ai/mm/ The relentless surge in precious metals continues with gold seeing gains in all but three trading days this year and silver holding above $110 despite some analyst warnings that the rally may be nearing an end. While some attribute these moves to a "debasement trade" or a weakening US dollar the speakers argue that silvers rise is primarily driven by real" [YouTube Link](https://youtube.com/watch?v=GwYs1bdPOL4) 2026-01-29T16:59Z 46.9K followers, [----] engagements "Stock Market Bubble To Deflate By [----] Rob Arnott This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Rob Arnott founder and chairman of the board of Research Affiliates joins Jack today for an in-depth conversation on AI bubbles asset allocation weighting in index funds and other topics. The record heights of todays markets brought on from excitement in the AI industry remind many of the dotcom bubble which Rob" [YouTube Link](https://youtube.com/watch?v=JtTsbNV6gZw) 2025-09-15T16:14Z 46.3K followers, [----] engagements "Leverage In Shadow Banking Financial Stability Board General Secretary John Schindler This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack John Schindler General Secretary of the Financial Stability Board (FSB) joins Monetary Matters to discuss the rise of non-bank financial intermediation (NBFI) sometimes referred to as shadow banking. There are signs that NBFI leverage is growing and NBFI data is not as transparent" [YouTube Link](https://youtube.com/watch?v=Uqw0zVt1S_4) 2025-08-31T17:43Z 46.3K followers, 12.7K engagements "Tariffs Could Break the Global Dollar System Lyn Alden joins Monetary Matters to explain the hidden risks of slashing the U.S. trade deficit. Tariffs may seem like a quick fix but they could disrupt the very flow of dollars that powers global finance. What happens if fewer dollars leave the U.S. You could see capital outflows falling U.S. asset prices and no traditional safe haven. The consequences might feel like an emerging market crisisonly at home. Follow Lyn Alden on Twitter https://x.com/LynAldenContact Follow Jack Farley on Twitter https://x.com/JackFarley96 Lyn Aldens book Broken" [YouTube Link](https://youtube.com/watch?v=Waj2rV5fEh8) 2025-04-12T17:12Z 46.3K followers, [----] engagements "Will the Risk On Party Continue Chris Carrano on The Quantitative Factors Driving Markets 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 orthogonal market factors that drove asset prices in [----] and what is driving them so far in [----]. He also examines key moments like the post Trump rally in" [YouTube Link](https://youtube.com/watch?v=XmyN7Fg02eo) 2025-01-19T17:15Z 46.2K followers, [----] engagements "What Investors Don't Understand About the Software Meltdown Deiya Pernas Deiya Pernas co-founder of Pernas Research has crushed the market and compounded at over 30% since he and his partners began tracking their portfolio in [----]. In this interview Deiya examines [--] key micro and macro questions that he believes could be the key to continued outperformance in [----] including questions around SaaS spend white collar hiring home buying in a lower rate environment consumer spending trends and more. Learn more about Pernas Research: https://pernasresearch.com Follow Pernas Research on Twitter:" [YouTube Link](https://youtube.com/watch?v=YfUH30Lw634) 2026-01-28T14:28Z 46.9K followers, [----] engagements "The World Is Dumping U.S. Assets Julian Brigden 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/macrocapture-landing-page/ Julian Brigden Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home the profits from a historic bull run in US assets. He also explains why this repatriation of profits coupled with an eventual slowdown in the flow of dollars driven by tariff policy itself spells a" [YouTube Link](https://youtube.com/watch?v=cq6_7Xue4eg) 2025-04-16T13:01Z 46.3K followers, 75.5K engagements "The Endgame For Global Trade Tariff Historian Douglas Irwin This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Renowned trade historian Douglas Irwin joins Jack to compare the ongoing shifts in American trade policy to Smoot-Hawley tariff during the Great Depression and the McKinley-era tariffs of the late 19th century of which President Trump speaks so fondly. Irwin the John French Professor of Economics at" [YouTube Link](https://youtube.com/watch?v=dG-gI0vzAb4) 2025-08-18T19:17Z 46.3K followers, 25.8K engagements "Phase II of the AI Revolution Is Here Citrini on Robotics Semiconductors and Teradyne This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Citrini returns to Monetary Matters to review his [--] Trade Ideas shared at year-end and to look forward to the next phase of AI. Citrini shares his views on the semiconductor industry and explains why he thinks the next phase of outperformance could be in robotics. He also talks" [YouTube Link](https://youtube.com/watch?v=uQZ5V-8-728) 2025-07-14T18:16Z 46.3K followers, [----] engagements "The AI Semiconductor Supercycle Angus Shillington & Nick Frasse (Fireside Chat) This episode of Monetary Matters is a Sponsored Fireside Chat brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack The AI revolution has spurred a growth in capital expenditure on semiconductors the scale of which the world has never seen before. Today Jack explores this phenomenon in a sponsored Fireside Chat with VanEcks Angus Shillington and Nick Frasse. Shillington lead" [YouTube Link](https://youtube.com/watch?v=3mbERI2h4K4) 2025-09-07T16:41Z 46.5K followers, [----] engagements "How This Value Investor Beat the Market and Grew His Hedge Fund Yaron Naymark [--] Main Capital This 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 Over the last [--] years Yaron Naymark founder and managing partner of [--] Main Capital has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks like the S&P [---]. Any manager who has been in his shoes though will tell you that outperforming the market isnt enough to attract the institutional capital necessary to seriously scale a" [YouTube Link](https://youtube.com/watch?v=9zPaSq_nZ14) 2025-12-17T14:00Z 46.9K followers, [----] engagements "Top Hedge Funds Are Hiding and Its Warping Return Data Jon Caplis of PivotalPath This Other Peoples Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jon Caplis CEO and founder at PivotalPath joins Other Peoples Money to discuss how underreporting of data by the top tier of hedge funds is skewing the data that institutional investors use to make allocation decisions resulting in undeservedly poor perception of the asset class and" [YouTube Link](https://youtube.com/watch?v=BP0eAYwAEJ4) 2025-07-15T21:00Z 46.4K followers, [----] engagements "The Real Reason Jobs Market Is Weakening Aahan Menon of Prometheus Macro This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewformusp=sharing&ouid=113485899782770300642 Aahan Menon of Prometheus Macro returns to Monetary Matters to explain why he still thinks bonds offer a poor risk/reward" [YouTube Link](https://youtube.com/watch?v=BXwJfBd2Ru0) 2025-09-11T17:33Z 46.4K followers, [----] engagements "Warning: Dont Buy Silver Unless You Can Handle This Alex Campbell This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/ Alexander Campbell founder of Rose AI and former head of commodities at Bridgewater joins the show to dissect the structural drivers behind the silver market and the transformative potential of artificial intelligence. Campbell details the "Silver Squeeze" thesis attributing the metal's volatility to a combination of inelastic industrial demand from solar manufacturing and speculative capital flight out of" [YouTube Link](https://youtube.com/watch?v=Cb5Vxim2nEA) 2026-02-03T19:35Z 46.9K followers, [----] engagements "No System No Strategy Youre Just Gambling Is investing based on "vibes" just glorified gambling Petr Pinkhasov CIO and founder of Anthem Capital Management explains why having any system is better than relying on gut feelings. On Other Peoples Money Podcast with Max Wiethe he breaks down the importance of historical precedent in making smarter investment decisions. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #otherpeoplesmoney #hedgefunds #fundlaunch" [YouTube Link](https://youtube.com/watch?v=DQXsupbtV2k) 2025-04-01T20:41Z 46.5K followers, [----] engagements "Washington Has More Power Than You Think On Monetary Matters Joseph Wang the Fed guy explains why the federal government has powerful tools that can influence asset prices even without direct action from the Federal Reserve. From mortgage rates to market expectations Wang breaks down how political pressure policy levers and institutional influence shape financial conditions behind the scenes and why recent debates around the Fed shouldnt surprise anyone watching closely. #josephwang #fedguy #monetarymatters #jackfarley #federalreserve #fed #mortgagerates #macro #policy #markets #interestrates" [YouTube Link](https://youtube.com/watch?v=DdTdSzldD5I) 2026-02-02T21:33Z 46.9K followers, [----] engagements "Get Used To Higher Tariffs Libby Cantrill PIMCO Head of Public Policy 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. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true) tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill" [YouTube Link](https://youtube.com/watch?v=Geb9V2UzynE) 2025-04-24T22:14Z 46.5K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@monetary The Monetary Matters Network
The Monetary Matters Network posts on YouTube about stocks, money, china, federal reserve the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -31%
- [--] Month [-------] -58%
- [--] Months [---------] -4.60%
- [--] Year [---------] +268%
Mentions: [--] #
- [--] Month [--] -50%
- [--] Months [---] -35%
- [--] Year [---] +297%
Followers: [------] #
- [--] Week [------] +0.65%
- [--] Month [------] +2.60%
- [--] Months [------] +33%
- [--] Year [------] +232%
CreatorRank: [-------] #
Social Influence
Social category influence finance countries stocks currencies technology brands cryptocurrencies travel destinations celebrities social networks us election
Social topic influence stocks #2788, money, china #4109, federal reserve #144, finance #1489, private equity #36, fed #259, market #3393, fund #394, max #3609
Top accounts mentioned or mentioned by @aswathdamodaranonvaluation @hfreflection @fedguy12 @thelastbearstandingp162490853 @felixzulaufcom @zulaufconsulting @peterlakemusic @investingnews @macrodirtcast
Top assets mentioned Bitcoin (BTC) Reserve (RSV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Liquidity Is Finally Falling. Heres What That Means for Markets Michael Howell Monetary Matters listeners can learn more about Capital Wars here (offer expired November 12th): https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over [--] central banks indicate that global central bank liquidity is deteriorating led primarily by the Federal Reserve. Howells measure of Fed liquidity is weakening because the Feds Reverse Repo (RRP) facility is effectively fully"
YouTube Link 2025-10-26T23:03Z 46.8K followers, 92.8K engagements
"Why U.S. Stocks Arent In A Bubble (Yet) Aswath Damodaran Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm In this deep-dive interview NYU Finance Professor Aswath Damodaran the "Dean of Valuation" assesses the current state of the U.S. stock market describing the S&P [---] as richly priced but stopping short of calling it a bubble. He explores the "big market delusion" inherent in the AI revolution distinguishing between the profitable "architecture" of chips and the highly speculative future of Large Language Models. Damodaran provides a candid look at his own"
YouTube Link 2026-01-25T20:34Z 46.9K followers, 33.4K engagements
"Michael Pettis: Chinas Consumption Crisis Is The Worlds Crisis Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack In this episode of Monetary Matters Jack sits down with Michael Pettis Senior Fellow at the Carnegie Endowment to deconstruct the massive economic imbalances between China and the rest of the world. For decades the global economy has relied on a specific mechanism: China suppresses domestic consumption to subsidize manufacturing and the US runs massive deficits to absorb that excess supply. Pettis argues this model has reached its limit. They"
YouTube Link 2025-12-01T17:04Z 46.9K followers, 87.2K engagements
"A Bear Market In Gold & Silver Is Coming Milton Berg on Precious Metals Stocks and Bitcoin Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th [----] technical analyst Milton Berg returns to discuss his market outlook after correctly predicting the major market bottom in April [----]. Although his long-term retail model remains 100% long equities until a specific 8% drawdown occurs Berg reveals that his institutional portfolio is currently net short across major indices. This bearish institutional stance is driven by rare technical anomalies including"
YouTube Link 2026-02-11T02:47Z 46.9K followers, 11.6K engagements
"AI Electrification and the Hidden Energy Bottleneck Michael Kao In this episode of Monetary Matters Max Wiethe sits down with Michael Kao CIO of Akanthos Capital Management and the Kao Family Office to unpack the real energy risks facing the U.S. economy. The conversation opens with Venezuela and the Trump administrations push to reshape global oil supply. Michael explains why Venezuelas vast reserves are unlikely to move the market quickly why OPEC spare capacity still caps oil prices and why he remains structurally bearish on oil despite constant fears of shortages. From there the focus"
YouTube Link 2026-01-11T14:07Z 46.9K followers, 12.2K engagements
"Volatility Laundering Is What Investors Want Actually Andrew Beer This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Why do institutional investors continue to flock to hedge funds when the average fund underperforms the S&P [---] In this deep-dive interview Andrew Beer founder and managing member of DBI joins Jack Farley to pull back the curtain on the "broad insanity" of the institutional investment world"
YouTube Link 2025-12-18T18:36Z 46.9K followers, [----] engagements
"No Marketing and No Sales Inside a HUGELY Successful ETF Launch Warren Pies Having raised over $450m in less than [--] 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 into everything they do. He explains how his research business has become a pipeline of investor interest in his ETF business and how research relationships flip the traditional"
YouTube Link 2024-12-26T19:12Z 46.8K followers, [----] engagements
"Luke Gromen: We Are Facing "The Mother of All Crises" (And Its Physical) Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Luke Gromen of Forrest For The Trees argues that the US is facing the "Mother of All Crises": a forced choice between losing the AI race to China or destroying the US Treasury market. In this deep dive we cover why the electrical grid is the ultimate bottleneck why Bitcoin is flashing a warning signal for [----] and the mathematical path to $15000 gold. Recorded December [--] [----]. Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow"
YouTube Link 2025-12-11T18:12Z 46.9K followers, 202.8K engagements
"Trump Tariffs and the Stock Market Collapse Benn Eifert Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs volatility and the growth of ETFs with embedded derivatives. Recorded on March [--] (before Liberation Day and the market crash). Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Benn Eifert on Twitter https://x.com/bennpeifert Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:49 Tariffs Will Be A Disaster 08:18 Tariffs Could Drive Markets Lower"
YouTube Link 2025-04-05T18:29Z 25K followers, [----] engagements
"How to Break into Hedge Funds Survive and Launch Your Own Fund 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.fundamentedge.com/ai-academy In the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations but not all these anonymous profiles are made equal. @hfreflection is one of the most insightful anonymous members of the FinTwit community especially when it comes to the business and industry of hedge funds. In this interview"
YouTube Link 2025-08-27T13:00Z 37.1K followers, [----] engagements
"Markets in Freefall Over Trumps Trade Policy Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trumps reciprocal tariffs which are based not on other countries tariff or non-tariff trade measures but on the level of trade deficit itself. Recorded the morning of April [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-04-03T20:28Z 24.8K followers, 24.3K engagements
"Household Wealth To Disappear In [----] As Stock Market Bubble Set To Pop David Rosenberg 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 [----]. 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 stock market stops going up. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2024-10-28T13:00Z 37.1K followers, 21.4K engagements
"Is China Dump U.S. Treasuries Not So Fast George Magnus debunks the long-standing fear that China will dump U.S. Treasuries. He explains why its unlikelyeven in times of economic tensionand how recent market moves likely had nothing to do with Beijing. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #tradewar #investing #tariffs #inflation #trump #tariffs #bonds #hedgefunds #economy #recession"
YouTube Link 2025-05-09T20:30Z 30.9K followers, [----] engagements
"The End of the Anti-Crypto Movement Pure Cryptos Jeremy Boynton and Zach Lindquist join Max Wiethe on Other Peoples Money to discuss why the so-called Elizabeth Warren anti-crypto army has lost momentum. After the [----] election cycle cryptos growing voter base and influence in campaign funding have made it a political force no one can ignore. Is crypto now too big to fight Watch the full episode on the Other Peoples Money Podcast for more insights from top investors and digital asset strategists. #CryptoPolitics #ElizabethWarren #CryptoVoters #Bitcoin #ethereum #CryptoNews #CryptoRegulation"
YouTube Link 2025-10-08T11:30Z 37.3K followers, [----] engagements
"The Financial Sector Prepares for Recession Marc Rubinstein Marc Rubinstein former hedge fund manager and author of Net Interest joins Monetary Matters to discuss how the financial sector is preparing itself for the risks of a recession and how they are managing tariff uncertainty during this earnings season. Rubinstein touches on the different sub sectors of the financial sector like banks non-banks asset managers and payments companies as well as how financials in different geographies may benefit from the reshuffling of global trade. Read Marcs Net Interest Substack on The Great Payments"
YouTube Link 2025-04-27T23:18Z 30K followers, 12K engagements
"Tariffs = Slower Growth Higher Bond Prices Former senior trader on the Federal Reserve's Open Markets Desk Joseph Wang explains why tariffs could be bullish for bonds. While many assume tariffs drive inflation their real impact is on slowing growth and damaging business confidence. Could this lead to a major shift in financial markets Full interview with The Fed Guy: https://youtu.be/X38HkrUD_jssi=bf0XZE2I5YCNLN7F 🔔 Subscribe for more market insights 👍 Like & share if youre following stock market trends. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-03-03T22:30Z 24.8K followers, [----] engagements
"The End of Dollar Dominance Ken Rogoff renowned economist and author says Trump may want a weaker dollar and gravity will help him get it. The U.S. dollar's dominance peaked in [----] and were now heading toward a tripolar currency system with the euro and RMB gaining ground. NOTE: Nowhere in this interview does Professor Rogoff say anything to the effect of the U.S. dollar will fall quickly. His view is that its dominance peaked in [----] and will continue to slip in a very slow process. For his full view buy and read his book (links above). Follow VanEck on Twitter https://x.com/vaneck_us"
YouTube Link 2025-05-12T23:00Z 30.9K followers, [----] engagements
"Tariffs Flash Recession Risk Jonny Matthews Veteran Macro Trader This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack For many years Jonny Matthews veteran macro trader has been a self-described recession denier and has been betting on strong economic growth. Now Jonny joins Jack on Monetary Matters to explain why he thinks tariffs are a severe economic risk. Jonny shares his views on gold interest rates the dollar and the stimulus in Europe and China. Recorded on March [--] [----]. Follow VanEck on Twitter"
YouTube Link 2025-03-05T19:12Z 14.8K followers, [----] engagements
"Missed the Liquidity Boom Your Business Might Be 'Dead' 💀 If your business couldn't refinance or go public during the unprecedented liquidity boom of recent years it might be facing a grim reality. James Aitken doesn't hold back on this episode of Monetary Matters. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket #stocks #credit"
YouTube Link 2025-03-18T12:30Z 22.2K followers, [---] engagements
"Are Tariffs the Ticking Time Bomb for the Economy Newly announced tariffs could cost the U.S. economy 1% of GDPfar more than the first-term China tariffs and even the historic Nixon shock tariff. Could these trade policies push the country into a recession Brad Setzer breaks it all down with Jack Farley on the Monetary Matters Podcast. Watch now to understand the economic impact Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-03-26T20:00Z 24.1K followers, [----] engagements
"Citrinis Top [--] Trades For [----] Investor Up 165% Shares His Secrets To Success Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER [----] pricing with this link (offer expires February 15): https://www.citriniresearch.com/subscribecoupon=d11a5439 The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of [----] in his Citrindex which was up 65% from January [--] [----] to December [--] [----]. Citrini shares excerpts from his [--] trades for [----] piece at Citrini Research covering"
YouTube Link 2024-12-31T18:11Z 12K followers, [----] engagements
"First Republic & SVB: The Warning Signs Were There Brad Rinschler managing partner at Down Range Capital breaks down the collapse of five major banks in [----] including Silicon Valley Bank (SVB) and First Republic. What warning signs were missed How did interest rate problems play a role Watch now for insights into one of the biggest financial events of the decade. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter"
YouTube Link 2025-02-26T13:30Z 23.2K followers, [---] engagements
"Let Your Winners Ride (In A Bull Market) Sam Stovall Sam Stovall CFRA Researchs U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities and offers several overweights and underweights of CFRA Research across the stock market. Recorded on June [--] [----]. Sam Stovalls book The Seven Rules of Wall Street: https://www.amazon.com/Seven-Rules-Wall-Street-Crash-Tested/dp/0071615172 Follow Sam Stovall on Twitter https://x.com/StovallCFRA Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast"
YouTube Link 2025-07-02T16:30Z 35.5K followers, [----] engagements
"The Global Financial Stability Report Card Rohit Goel on Emerging Markets & U.S. Dollar 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 [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Rohit Goel on LinkedIn https://www.linkedin.com/in/goelrohit/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-02-05T13:51Z 30.5K followers, [----] engagements
"The Global Trade Reset Was Inevitable George Magnus George Magnus famed economist and Associate at the China Centre Oxford joins Monetary Matters to discuss how the global trade reset was inevitable because of unsustainable trade imbalances built up prior to the Trump administration. They also discuss the likelihood of tariffs being lowered and the relative strength of the US and China in trade negotiations. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-05-09T03:42Z 32.7K followers, 35.2K engagements
"Four Ways To Beat The Market Over Full Market Cycles Prometheus Macros Aahan Menon Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon founder and CEO of Prometheus Macro returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry mean reversion and trend and about how these three factors interact with other macro variables. Prometheus Macro is a trusted source for Jack and Monetary Matters listeners can get discounted access to Aahans research service"
YouTube Link 2025-05-20T14:13Z 35.3K followers, [----] engagements
"Will Trump Spark a 1980s-Style Recession Tian Yang CEO of Variant Perception joins Jack Farley on Monetary Matters to break down Trumps economic playbookone that mirrors Reagans. But remember: Reagan's 1981-82 policies brought a brutal recession. If Trump is serious about shrinking the trade deficit no matter the cost whats next for the U.S. economy Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://variantperception.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh"
YouTube Link 2025-04-09T12:03Z 25.2K followers, [----] engagements
"Something Strange Is Going On In China's Financial Markets Louis Vincent Gave 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 [----] and beyond. Recorded on January [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Louis Vincent Gave on"
YouTube Link 2025-01-22T15:42Z 13.3K followers, 10.7K engagements
"ETFs Are Fueling Market Volatility 🔥📈📉 Todays ETF market isnt what it used to be. Leveraged long and short productsespecially on names like MSTRcan act like amplifiers in the system. As Dean Curnutt explains these instruments often buy at the same time regardless of direction contributing to increased volatility. Its not just the news or the Fed the products themselves are now market movers. Follow Dean Curnutt on Twitter https://x.com/Alpha_Ex_LLC Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-07-28T11:15Z 35.3K followers, [----] engagements
"Globalization Hollowed Out the U.S. Economy " Oren Cass chief economist at American Compass breaks down how globalization has backfired for America. Instead of mutual benefit the U.S. traded its productive capacity for foreign-made goods offering debt and assets in return. The result A $1 trillion trade deficit hollowed-out industries and a mortgage on our future. As Cass puts it: Were running up the national credit card. Follow Oren Cass on Twitter https://x.com/oren_cass Follow American Compass on Twitter https://x.com/AmerCompass Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-07-31T19:00Z 33.2K followers, [----] engagements
"Deep Engagement: A Banking Approach to Classical Value Investing Donald Zilkha Donald Zilkha founder of Zilkha Investments joins Other Peoples Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research and engagement with management to affect change without upsetting the apple cart. He discusses how this strategy has evolved from single name SPVs to the commingled strategy he has today case studies like Nathans Famous Hot Dogs and why this classical style resonates with investors. Follow Max on X:"
YouTube Link 2025-08-05T14:05Z 35.2K followers, [---] engagements
""Tim Cook Youre the Villain" - Julian Brigden Julian Brigden doesnt hold back in this Monetary Matters moment. If he were President Apple CEO Tim Cook would be in the hot seat. Brigden calls out corporate America's role in hollowing out middle Americaand argues it's not China or Mexico to blame but the C-suite decisions chasing profit at any cost. A must-watch for anyone tracking global trade tariffs and economic policy. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at:"
YouTube Link 2025-04-18T17:14Z 31.2K followers, [----] engagements
"Giant Debt Bubble Will Fuel Inflation Jim Rogers' Timeless Investment Lessons 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 levels in the U.S. will reignite inflation and explains why he continues to view silver as an effective inflation hedge. Recorded on October [--] [----]. Follow Monetary Matters"
YouTube Link 2024-10-20T13:00Z 37.1K followers, [----] engagements
"The End of Free Trade Is Over Kara Murphy CIO of Kestra Investment Management warns that the era of free trade is endingbut dont flee the markets. In this clip from the Monetary Matters Podcast she shares key advice for investors navigating global shifts. Stay informed stay invested. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy #investing"
YouTube Link 2025-05-06T13:00Z 30.3K followers, [----] engagements
"The Secret Weapon for Macro Investors: Financial Stocks Former hedge fund manager Marc Rubinstein explains why financial stocks are the ultimate macro lens. In times of volatility theres always a bank or insurance company feeling the pressure. Whatever your macro thesis is theres a financial company to express it. Follow Marc Rubinstein on Twitter https://x.com/MarcRuby Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #Investing #banks #finance"
YouTube Link 2025-04-29T22:11Z 30.1K followers, [----] engagements
"Will Tariffs Trigger A Recession What happens when $450 billion in Chinese imports face a 50% tariff Jack Farley & Max Wiethe break down the only [--] ways this can goand none of them are painless. Will companies eat the cost raise prices or will demand collapse Either way the economic impact could be huge. Inflation recession or both Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-04-05T12:30Z 25K followers, [----] engagements
"What They're Not Telling You About The Job Market Jack Farley & Max Wiethe Jack Farley welcomes Max Wiethe his business partner and host of the Other Peoples Money podcast for a conversation about the job market the stock market and the recent central banking conference they attended. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Other Peoples Money on Twitter https://x.com/OPMpod Follow Jack Farley on Twitter"
YouTube Link 2024-12-08T16:04Z [----] followers, [----] engagements
"Why Central Banks Are Buying Gold Joseph Cavatoni of The World Gold Council Joseph Cavatoni senior market strategist at The World Gold Council joins Jack to share the developments within the global gold market. Cavatoni shares findings from The World Gold Councils recent report on central banks gold reserves and he explains current demand trends across the world. He reviews the supply situation and tells Jack about the more mine-friendly permitting regime from the new U.S. administration. Recorded on June [--] [----]. World Gold Councils Central Bank Gold Reserves Survey 2025:"
YouTube Link 2025-06-29T20:45Z 37.3K followers, [----] engagements
"Performance vs. Perception: Hedge Funds on the Chopping Block Jon Caplis CEO of PivotalPath shares a jaw-dropping real-world story of a $2 billion hedge fund book that got shut downdespite strong performance. Why A shift in asset allocation strategy and reliance on flawed commercial database models. This is what happens when perception overtakes performance. A must-hear moment from Other Peoples Money with Max Wiethe. Learn more about PivotalPath at https://www.pivotalpath.com/ Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify"
YouTube Link 2025-07-22T11:15Z 37.6K followers, [----] engagements
"The Federal Reserve Just Downgraded The Economy Jim Bianco This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Jim Bianco returns to Monetary Matters to break down the March Federal Reserve meeting. He explains why he thinks tariffs are unlikely to cause a recession and share his current asset allocation outlook. Recorded the afternoon of March [--] [----]. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-03-20T03:02Z 23.6K followers, [----] engagements
"Tariff Economic Shock More Extreme than Great Depression Era Smoot-Hawley Tariff David Kotok David Kotoks book The Fed and the Flu: Parsing Pandemic Economic Shocks: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow David Kotok on Twitter https://x.com/DavidKotokGIC Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez 00:00 Intro 01:49 Trump Tariff Endgame: Worse Than Smooth-Hawley [----] Tariff 15:23 Will These Tariffs Actually Be"
YouTube Link 2025-04-07T14:18Z 25.1K followers, [----] engagements
"Market Tumbles On Rosy Jobs Data: Is Inflation Coming Back 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 [--]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max"
YouTube Link 2025-01-10T22:54Z 12.4K followers, [----] engagements
"How This Specialist Hedge Fund Crushed the S&P [---] Moez Kassam of Anson Funds 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_source=the_opm Toronto may be the financial capital of Canada but compared to NYC or London it does not quite have the same cachet for top hedge fund managers. This might be why Moez Kassam CIO and Founder of Anson Funds has flown under the radar of many keeping track of the industrys titans while growing Anson Funds to over $2b in assets under management and putting"
YouTube Link 2025-03-11T13:00Z 31.1K followers, [----] engagements
"This Big Beautiful Bill Wont Grow the EconomyHeres Why Marko Papic breaks down why the latest U.S. stimulus bill is far smallerand more conservativethan many expected. From tariff revenues to deficit math he argues there's no real economic growth impulse here. Is the bill just moderately sized and decent looking Follow Marko Papic on Twitter https://x.com/Geo_papic Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #investing #geopolitics #globaltrade #trade"
YouTube Link 2025-06-02T22:30Z 31.5K followers, [----] engagements
"Debt Crisis Bond Turmoil Gold Wins Joseph Cavatoni of the World Gold Council breaks down why gold is dominating investor focus in [----]. With rising U.S. debt bond market volatility and increased correlation across risk assets gold is being viewed once again as the ultimate real asset in a fragile global financial landscape. World Gold Councils Central Bank Gold Reserves Survey 2025: https://www.gold.org/goldhub/research/central-bank-gold-reserves-survey-2025 Follow Joseph Cavatoni on Twitter https://x.com/JCavatoni_WGCref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow Jack Farley"
YouTube Link 2025-07-01T12:00Z 32.1K followers, [----] engagements
"When Stocks Finally Get Exposed Timing is Everything When does an overvalued stock finally collapse Moez Kassam CIO of Anson Funds joins Max Wiethe on Other Peoples Money to break down the power of catalystsevents that expose the truth about companies and move markets. Learn how professional investors time their moves and profit when "the emperor has no clothes" Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock Capital here:"
YouTube Link 2025-03-13T11:00Z 18.5K followers, [---] engagements
"Federal Reserve Unshaken by China AI Jitters Jack Farley & Max Wiethe 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 Powells press conference the data points to watch and the AI elephant in the room. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter: https://x.com/JackFarley96 Follow Max Wiethe on Twitter:"
YouTube Link 2025-01-29T23:49Z 13.7K followers, [----] engagements
"CapEx Bubble In Heart Of Stock Market Dan Rasmussen on AI PE and The Humble Investor Dan Rasmussen founder and CIO of Verdad Advisers joins Jack to share insights on value magnificent [--] 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 [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Dan Rasmussen on Twitter https://x.com/verdadcap Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 1:43"
YouTube Link 2025-02-10T17:13Z 22.2K followers, [----] engagements
"End of Free Trade Era Should Not Spook Long-Term Investors Kara Murphy Kara Murphy CIO of Kestra Investment Management joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock market. Recorded on May [--] [----]. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary"
YouTube Link 2025-05-04T20:49Z 30.6K followers, [----] engagements
"Economic Data Bomb To Hit In January [----] (Recession Revealed) Danielle DiMartino Booth 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 [----]. DiMartino doubles down on her call that the U.S. economy is already in a recession and explains why she thinks on January [--] [----] will be the day that the true weakness of the job market will be revealed. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh"
YouTube Link 2024-12-19T23:06Z 10.1K followers, [----] engagements
"How to Scale a Hedge Fund Harris Kupperman on Praetorian Capital Harris Kupperman CIO and Founder of Praetorian Capital joins Max Wiethe to share how hes grown his firm to over $300 million in AUM largely by breaking the institutional mold. They discuss Kuppermans choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a diversified base of LPs. They also discuss the firms blog Kuppys Korner the importance of authenticity in brand building and his choice to register the fund as a 506(c). Clarification: At"
YouTube Link 2024-11-06T14:00Z [----] followers, [----] engagements
""Graveyard Day" Is In Store For Short Volatility Traders Kris Sidial 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 [--] [----]. __ Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow Jack Farley on Twitter https://x.com/JackFarley96 __ Timestamps: 00:00 Intro 1:00 Short Volatility Trade Will Have A "Graveyard Day" Eventually 15:20 Volatility Concepts And Terms"
YouTube Link 2024-09-22T13:00Z [----] followers, [----] engagements
"Foreclosure Crisis Incoming The Housing Market Warning Signs Is a housing market downturn on the horizon With FHA mortgage defaults soaring into the mid-teens and over half a million homeowners still in forbearance the risk of widespread foreclosures looms large. Chris Whalen joins Jack Farley to break down the hidden dangers in the real estate market the impact of Trumps economic plans and what it means for the U.S. economy. Are we headed for a recession Tune in to find out Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow"
YouTube Link 2025-03-24T22:00Z 24.1K followers, [----] engagements
"Why Hedge Fund Managers Must Adapt or Die Kyle Mowery on The Future of Small Cap Value If you werent in large and often expensive technology stocks you likely struggled as a hedge fund manager in [----]. For small/mid-cap value investors like Kyle Mowery Portfolio Manager and Founder of Grizzly Rock Capital whove sold their investors a mandate that makes it nearly impossible to go buy the NVIDIAs of the world you can only fall back on communication and the clear expectations youve set with your investors. The problems plaguing small cap value managers are not new though and if you are still"
YouTube Link 2025-01-14T14:00Z 12.8K followers, [---] engagements
"Concentrated Investing in Change Crisis & Controversy with Stoic Point Capital Management This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academy Raj Shah and Cullen Rose of Stoic Point Capital Management join OPM for a specials double episode. In the first half we explore their view that we may be in for a repeat of the [----] to [----] new issuance cycle and how some of their favorite opportunities are still orphaned securities from that last cycle. They explain why small caps undergoing change"
YouTube Link 2025-09-09T13:36Z 37.7K followers, [----] engagements
"Trump Trade Up 87%: What [----] Election Means For Markets Citrini 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 [--] [----] to November [--] [----] is up 87% (his Trump market neutral basket is up 32% over the same time horizon). Citrini explains why he created the basket and how its performance tracked and often predicted Trumps odds of winning in the betting markets. Upon Trumps victory he tells Jack which parts of the basket he thinks are overheated"
YouTube Link 2024-11-10T18:03Z [----] followers, [----] engagements
"Tariffs Are Here Charles Gasparino Charles Gasparino Fox Business Senior Correspondent give color into the protectionist and moderate factions in the White House and explains why he thinks that President Trump is likely to reach a deal with major trading partners. Recorded April [--] [----]. Follow Charles Gasparino on Twitter https://x.com/CGasparino Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #tariffs #inflationstrategies #stocks #tradewar #investing #economy"
YouTube Link 2025-04-08T23:21Z 25.2K followers, [----] engagements
"China Knows Americas Weak Spot George Magnus explains how China understands the U.S.'s biggest vulnerability in the trade war: the bond market. If Beijing can trigger instability there it knows Washington will feel the heat. Its less about tariffsand more about targeting the financial systems soft spots. Follow George Magnus on Twitter https://x.com/georgemagnus1 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #tradewar #investing #tariffs #inflation #trump"
YouTube Link 2025-05-08T22:12Z 30.6K followers, [----] engagements
"They Will Always Choose Inflation Over A Recession. Vincent Deluard of StoneX joins Max Wiethe to discuss a major shift in how policymakers approach crises. Faced with a choice between tolerating short-term unemployment or risking inflation with stimulus Deluard argues the bias has become clearand its toward more inflation. Why Because avoiding recession has become politically irresistible. #VincentDeluard #MonetaryMatters #InflationRisk #RecessionVsInflation #MaxWiethe #MacroEconomics #StimulusDebate #StoneX #PolicyTradeoff #EconomicOutlook"
YouTube Link 2025-06-16T00:07Z 32.1K followers, [----] engagements
"Wall Street is Crushing Main Street with Jack & Max 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 Jack Farley & Max Wiethe break down recent economic data on inflation and the labor market the parade of positive earnings reports sending markets higher and how this is representative of an economic expansion that is benefiting Wall Street while Main Street is left behind. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary"
YouTube Link 2025-08-14T12:35Z 37.1K followers, [----] engagements
"Trumps New Tariffs To Cause Economic Collapse If Implemented (Heres Why) Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trumps reciprocal tariffs which are based not on other countries tariff or non-tariff trade measures but on the level of trade deficit itself. Recorded the morning of April [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-04-03T16:36Z 25K followers, [----] engagements
"Tariffs Could Trigger a New Dark Age Could new tariffs spark a global economic collapse In this intense moment from the Monetary Matters Podcast a stark warning is laid out: the collapse of trade GDP in the U.S. China and Europe a crash in financial markets and a severe re-rating of credit and equities. A potential economic Dark Age loomslisten closely. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-04-06T16:00Z 25.1K followers, [----] engagements
"Stock Market Melt-Up Until [----] Warren Pies On Why Stocks Aren't Overvalued Warren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isnt overvalued and why he is recommending to clients an underweight commodities stance. Pies argues that small-caps and mid-caps arent destined to do great if the bull market continues. Recorded on November [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Warren Pies on Twitter https://x.com/WarrenPies Follow 3Fourteen Research on Twitter"
YouTube Link 2024-11-20T20:31Z [----] followers, [----] engagements
"Optimizing the Investment Business for Long-term Results David Steinberg of Marlowe Partners David Steinberg founder and CIO of Marlowe Partners joins Other Peoples Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit for his concentrated long-term investing style how that long-term style affects his ability to use AI in the research process and why it is important not to"
YouTube Link 2025-07-30T13:53Z 37.3K followers, 77.8K engagements
"Stock Market Set For "Tough Year" Kris Sidial 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 volatility markets are not sufficiently pricing in the risks of President Trumps economic policy and if that if anything vol traders are expecting a bounce and laying off hedges rather than buying them. Kris also explains the dispersion trade vol selling in ETFs index arb vanna & volga VVIX and margin risk. Recorded on March [--] [----]. Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow Jack Farley"
YouTube Link 2025-03-19T15:23Z 23.9K followers, [----] engagements
"Dodging Tariff Turmoil in Nordic High Yield Credit Mns Levin of Ridge Capital Mns Levin CEO and co-founder of Ridge Capital joins Other Peoples Money to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and insolation from tariff and trade war risks. Levin discusses the exceptional start Ridge Capital has had both in terms of performance and asset raising the specific features and composition of the Nordic high yield market that they find most attractive and the flexibility in strategies required to take full advantage of the"
YouTube Link 2025-04-15T13:00Z 31.9K followers, [----] engagements
"Tariffs Unlikely To Derail Strong Economy Argues Quant Phenom Aahan Menon Recorded on March [--] [----]. Follow Aahan Menon on Twitter https://x.com/AahanPrometheus Follow Prometheus Macro on Twitter https://x.com/prometheusmacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 01:00 Sell-Off Is Due To Flows Not Fundamentals 03:50 Tariffs Don't Matter That Much To Economic Strength 10:03 Momentum Is Extremely Negative In Stock Market 10:41"
YouTube Link 2025-03-14T13:00Z 18.7K followers, [----] engagements
"Investing in China Xi Jinping Doesn't Care About You Before you dive into Chinese equities consider this: Xi Jinping controls the game not you. James Aitken shares a blunt truth about investing in China and why the 'big dog' doesn't care about your portfolio. Watch before you invest Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket"
YouTube Link 2025-03-19T21:30Z 23.2K followers, [---] engagements
"1987 Flashbacks Milton Berg Explains Is the current market setup starting to look like [----] Legendary technical analyst Milton Berg joins Monetary Matters to talk bullish momentumand why he cant shake off flashbacks to one of the most infamous market crashes in history. He doesnt have the full data in front of him. but hes seeing signs. Dont miss this quick but potent insight. Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-07-14T19:12Z 32.6K followers, [----] engagements
"This Signal Has a 100% Bull Market Record Milton Berg reveals a technical signal with a flawless track record: when volume jumps 30% and there's a 45:1 upside in volume it's always marked the start of a bull market. No pullbacks. No false alarms. Just green lights. Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #technicalanalysis #miltonberg #economy #trading #trump #tradewar #stocks #inflationstrategies"
YouTube Link 2025-05-29T12:00Z 31.3K followers, [----] engagements
"Why Hedge Funds Must Adapt or Disappear Russell Clark explains why industries rarely go to zero and how indices naturally rebalance by selling losers and buying winners. He discusses the efficiency of being long ETFs while shorting select stocks and highlights the risks of concentrated long-short equity portfolios which often overexpose investors to US large-cap mega stocks. Learn the nuances of long-short strategies and why diversification matters. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max"
YouTube Link 2025-02-13T13:00Z 25K followers, [---] engagements
"Debt Reckoning Ahead Gerard Minack Breaks It Down To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios factors like net debt monetized debt and the overall size of US debt make this comparison flawed. He argues these factors make the current trajectory of US debt levels completely unsustainable and that the bond vigilantes will step in long"
YouTube Link 2025-06-04T13:00Z 31.7K followers, [----] engagements
"When the Market Crashes They Profit Logica Capital's Long Volatility Playbook Wayne Himelsein CIO and founder of Logic Capital Advisors joins Other Peoples Money to discuss how his hedge fund is built to profit when volatility spikes in moments just like this. Everybody wants to carry crash protection but if implemented improperly the cost of carrying hedges can bleed you dry. Finding innovative ways to solve this problem is what drives Himelsein and Logica forward and in this discussion he discusses their approach to maintaining at the money long volatility exposure without relying on spread"
YouTube Link 2025-04-09T13:00Z 37.1K followers, [----] engagements
"A Foreclosure Wave Is Coming Chris Whalen 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 many of the Trump administrations policies he expects they will cause some significant turbulence in credit and economic markets. Chris explains why he thinks FHA Mortgage foreclosures will rise and shares his views on tariffs bank stocks and payment companies. Recorded on March [--] [----]. Second edition of Chris Whalens Inflated:"
YouTube Link 2025-03-23T13:20Z 24.4K followers, 32.6K engagements
"The Federal Reserves Gameplan For [----] Joseph Wang & George Goncalves 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 [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Joseph Wang on Twitter https://x.com/FedGuy12 Josephs website: https://fedguy.com/ Josephs book:"
YouTube Link 2024-11-27T19:03Z 31.7K followers, [----] engagements
"Trump Bonds & a Slowing EconomyIs This the Plan Market returns are hitting an air pocket as growth slows and uncertainty rises. Investors are hesitant spending cuts are front-loaded and GDP is set to take a hit. Is this all part of a larger strategy Join the discussion on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis #hedgefunds #dollar #fx #fxtrading"
YouTube Link 2025-03-14T11:00Z 20K followers, [---] engagements
"Tariffs Could Blow Up the Bond Market Mark Zandi on the Biggest Risk to the Economy Mark Zandi Chief Economist for Moodys 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 policy uncertainty. He also discusses the GSEs Fannie Mae and Freddie Mac and why he thinks most paths to exiting conservatorship create a lot of pain for the mortgage"
YouTube Link 2025-01-28T14:00Z 13.5K followers, [----] engagements
"U.S. Dollar Decline Incoming Tian Yang of Variant Perception Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perceptions Research Subscription by clicking the link above. In addition for those who sign up to Variant Perceptions Research Subscription a trial of Variant Perceptions full product suite will be available for one quarter. Tian Yang CEO of Variant Perception returns to Monetary Matters to share his thoughts on global imbalances that have been building in the"
YouTube Link 2025-06-24T16:57Z 33.5K followers, [----] engagements
"Stagflation Summer Is Here Jonny Matthews On Economic Slowdown In U.S. Data For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews former PM at Brevan Howard and publisher of SuperMacro has emphatically rejected the case for a recession in the U.S. Recent economic data is causing him to reevaluate his view. While he still calls himself a recession denier Matthews now thinks a slowdown is already occurring in the U.S. that will look like stagflation in the fall. Whether it will actually be real stagflation is a different question. But"
YouTube Link 2025-08-08T19:22Z 37.6K followers, [----] engagements
"Fed Scared of Inflation Resurgence Jack Farley & Max Wiethe Jack Farley and Max Wiethe break down the markets reaction to todays Federal Reserve decision the Summary of Economic Projections and Jerome Powells press conference. They also discuss parallels between this market and late [----] debate whether AI is a bubble and the eternal question of when the next US recession will occur. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-06-18T22:30Z 31.9K followers, [----] engagements
"Macroeconomic Malaise In Store For [----] Juliette Declercq 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 [----] 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 the dollar the two-year note and her views on stocks and bonds. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2024-12-05T16:09Z [----] followers, [----] engagements
"The Austrian Economics vs Modern Monetary Theory Showdown Robert Murphy and Nathan Tankus No two ideologies are perhaps more at odds than Austrian Economics and Modern Monetary Theory. Here two leading voices from both economic schools of thought Nathan Tankus for MMT and Robert Murphy for Austrian Economics showdown in this live debate moderated by Jack Farley. Going live at 7PM ET on January 16th 2025"
YouTube Link 2025-01-17T08:33Z 29.8K followers, [----] engagements
"Americas Huge Industrial Advantage (It's Not Tariffs) Bob Robotti 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+ year track record of S&P [---] outperformance. Here he joins Other Peoples Money to discuss long-term value investing why he likes to invest in companies perceived to be facing headwinds and his view that American based industrial companies are competitively advantaged for reasons completely unaffected by trade policy. He also discusses how he operates both an advisory business and a"
YouTube Link 2025-05-29T13:00Z 31.3K followers, [----] engagements
"The Fed is Sticking the Soft Landing Neil Dutta 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 aggressively. Recorded on September [--] [----]. __ Learn more about Renaissance Macro Research: https://www.renmac.com Follow Renaissance Macro Research on Twitter https://x.com/RenMacLLC Follow Jack"
YouTube Link 2024-09-25T13:00Z [----] followers, [----] engagements
"Violent Correction Imminent Before Stock Market Mania Resumes Argues Mel Mattison Mel Mattison investor monetary theorist and former fintech executive joins Monetary Matters to share how hes thinking about the next few years for the financial system. Stunned that Mels [----] by year-end [----] prediction actually happened Jack asks Mel why he now expects a violent correction in early [----] while at the same time extending his S&P [---] forecast to the stunningly high [-----] level by the end of [----]. They also discuss Bretton Woods [---] incoming Treasury Secretary Scott Bessent potential revaluation of"
YouTube Link 2025-01-09T21:48Z 12.4K followers, [----] engagements
"Inside the Alternative Investment Platform Megatrend Alan Strauss of Crystal Capital Partners Whether you are talking about hedge funds private equity private credit or venture capital alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many thats being done through investment platforms targeting their registered investment advisors. Alan Strauss senior partner at Crystal Capital Partners joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for"
YouTube Link 2025-02-27T14:00Z 35.5K followers, [---] engagements
"Living Paycheck to Paycheck You Deserve More Abdul Al-Asaad flips the script on traditional finance talk: Forget just talking about the risks of investingwhat about the risks of not investing For those living paycheck to paycheck saving even $100 matters. This is about doing more with less. A powerful reminder that access to wealth-building shouldn't be exclusive. Learn more about Basic Capital: https://basiccapital.com Follow Abdul on X: https://x.com/Abude_al_asaad Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify"
YouTube Link 2025-07-01T20:00Z 32.1K followers, [----] engagements
"The Dollar Drives EVERYTHING Julian Brigden of MI2 Partners doesnt mince wordsthe dollar runs the show. On this episode of Monetary Matters with Jack Farley Brigden argues that too many investors overlook the dollars power and that when it starts falling the macro world will never be the same. 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/macrocapture-landing-page/ Follow Julian Brigden on Twitter https://x.com/JulianMI2 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow"
YouTube Link 2025-04-17T11:30Z 28.8K followers, [----] engagements
"Trading Skill Isnt Enough to Run a Hedge Fund (Heres Why) Benn Eifert of QVR Advisors 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 manages $2 billion in assets discusses the important interpersonal skills operational considerations and marketing duties that also fall squarely on the shoulders of the"
YouTube Link 2025-01-21T14:00Z 36.4K followers, [----] engagements
"How Market Crashes Really Happen Dean Curnutt founder of Macro Risk Advisors breaks down what really causes market meltdowns: the shattering of consensus. Reflecting on The Big Short and the [----] crisis he explains how massive leverage built on flawed assumptions can lead to violent price adjustments when the truth finally hits. Follow Dean Curnutt on Twitter https://x.com/Alpha_Ex_LLC Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #volatility #hedgefunds"
YouTube Link 2025-07-24T11:01Z 32.6K followers, [----] engagements
"Private Capital Helped Canadas Athletes Win Big What happens when you give Canadas Olympians the financial backing they deserve Moez Kassam founder of Anson Funds joins Max Wiethe on Other Peoples Money to discuss how his athlete funding initiative helped boost Canadas Olympic performanceleading to a record-breaking outcome. Watch now to learn how smart capital can fuel athletic success Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock"
YouTube Link 2025-03-12T10:30Z 18.8K followers, [----] engagements
"How the Fed's Interest Rate Cuts Could Hurt the Market Joseph Wang 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 [--] just after Fed Chair Powell's press conference. __ Follow Joseph Wang on Twitter: https://x.com/FedGuy12 Follow Jack Farley on Twitter: https://x.com/JackFarley96 Joseph's latest piece "When"
YouTube Link 2024-09-18T22:41Z 26.8K followers, 11.7K engagements
"How to Build a Long-Only Investment Boutique Jamie Carter 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 become more difficult the differences in raising capital in the US UK and Europe and why he thinks emerging markets are the last hold outs for fundamental active managers. He also explains why EM"
YouTube Link 2024-12-10T14:00Z [----] followers, [---] engagements
"Financial Markets vs. Economic Reality Andy Constan 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 on November [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Andy Constan on Twitter https://x.com/dampedspring"
YouTube Link 2024-12-01T19:51Z [----] followers, [----] engagements
"DeMark Indicators: The Secret to a Clearer Market View Most traders look at price charts in black and whitemissing crucial insights. With DeMark Indicators the market comes to life in full color Discover how this powerful tool helps investors see beyond basic price action on Other Peoples Money Podcast with Max Wiethe. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #otherpeoplesmoney #hedgefunds #fundlaunch #hedgefund #managers #investoradvice"
YouTube Link 2025-04-02T12:00Z 25K followers, [----] engagements
"Trump Tariffs Could Collapse Global Trade "What a day" indeed. Trump just dropped a tariff bomb on the rest of the worldfar larger than expected. If these tariffs stick they could collapse global trade trigger a worldwide recession and crash the stock market. The fallout may already be unfolding in real-time. Catch this urgent take from the Monetary Matters Podcast as the world reacts. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast"
YouTube Link 2025-04-06T13:00Z 32.7K followers, [----] engagements
"Tariffs Will Lead To Stock Market Crash (Here's Why) Joseph Wang Former Fed Trader 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 Jack also review the January Fed meeting with Joseph noting that Fed chair Powell might be significantly more dovish than the FOMC committee. Joseph explains why he is"
YouTube Link 2025-01-31T18:11Z 32.5K followers, 20.4K engagements
"The Easiest Way to Launch a Hedge Fund Understanding Spinouts with Farid Guindo Ask anyone and they will tell you it has never been harder to start a hedge fund. Thats 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 Robertsons Tiger Cubs are the perhaps most famous spinouts but it is still an extremely popular trend today. Farid Guindo CIO and founder of Drill Capital is taking advantage of these dynamics to launch his new fund with the backing of his mentor and former boss at"
YouTube Link 2024-11-27T00:00Z 37.6K followers, [---] engagements
"The Panic Melt-Up In Bank Stocks Chris Whalen on Recession Fantasies & Capital Market Reawakening Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like its [----] again. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Chris Whalens latest book Seeing Around Corners https://www.freedommortgage.com/seeingaroundcorners Lev Menand & Joshua Younger paper that Chris references:"
YouTube Link 2024-10-23T17:02Z 37.1K followers, [----] engagements
"The Double Dip Recession Is Here Danielle DiMartino Booth 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 Research returns to Monetary Matters to update listeners on her read of the economic cycle and credit markets. She shares her thesis that the U.S. economy entered recession in early [----] exited it and is now entering another recession in a process similar to the double dip recession of 1980-1981. Recorded on June [--] [----] Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow Danielle"
YouTube Link 2025-07-07T16:03Z 35.7K followers, 42.1K engagements
"From "Everything Bubble" To "Everything Bust": Liquidity Godfather Michael Howell on [----] & Beyond Todays episode is brought to you by the Teucrium Wheat Fund. War weather inflationeven monetary policydrive 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 cross border flows and the private sector. Recorded on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2024-12-23T19:20Z 30K followers, 57.1K engagements
"Selling Of US Assets Could Snowball Into a Bigger Problem Is foreign selling of U.S. assets the start of something bigger Julian Brigden of MI2 Partners joins Monetary Matters with Jack Farley to explain why overnight market weakness signals a deeper trendand why this could turn into a rolling crisis. If the dollar weakens alongside continued selling could we be looking at a major shift in global markets Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube"
YouTube Link 2025-03-11T19:00Z 17.7K followers, [---] engagements
"Hedge Funds Are a Team Sport Ilya Zaides on Continuity at 14B Capital 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 Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #stocks #economics #economy #recession #bonds"
YouTube Link 2025-02-07T14:00Z 25.1K followers, [---] engagements
"The Stock Market is Mispricing Tariff Risks Joseph Wang The Fed Guy warns that the stock market is underestimating the risks of tariffs especially for companies heavily reliant on international trade like Apple. With everything made in China Apple and similar firms could face major disruptions if tariffs hit. Is the equity market ignoring a ticking time bomb Find out in this breakdown of tariffs and market mispricing. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-02-09T14:00Z 14.1K followers, [----] engagements
"Trumps Trade Strategy: Tariff Threats & Drama In his second term Trumps goal was to be his own U.S. Trade Representative. But has he delegated much of his administration to Elon Musk while focusing on trade threats and tariffs On the Monetary Matters Podcast with Jack Farley Brad Setzer breaks down Trump's trade obsession and what it means for the economy. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez"
YouTube Link 2025-03-29T12:45Z 32K followers, [----] engagements
"From Treasury Minister of Argentina to Macro Fund Manager Nicols Dujovne Tenac Asset Management 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_source=the_opm Nicols Dujovne CIO and founder of Tenac Asset Management joins Other Peoples Money to discuss his path from Treasury Minister of Argentina and president of the G-20 to hedge fund manager. Despite more experience managing economies than trading them Dujovne and his partners at Tenac have succeeded in building a 5+ year track record with no"
YouTube Link 2025-03-25T13:00Z 31.3K followers, [----] engagements
"How The U.S. Borrows Money Steve Hou on Bond Market Plumbing & Equity Index Construction 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 related to pricing power research and development (R&D) and other factors and at the end he offers his macro views on bond yields and the increasingly concentrated"
YouTube Link 2025-01-13T15:12Z 12.7K followers, [----] engagements
"Why Widening Credit Spreads Will Hurt Stock Prices Is a widening in credit spreads a sign of more trouble ahead for the stock market In this episode of Monetary Matters we dive into the potential feedback loop between credit markets and equities and what it could mean for investors. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #investing #stockmarket"
YouTube Link 2025-03-18T22:30Z 22.2K followers, [---] engagements
"The Recession Is Here Argues Fed Insider Danielle DiMartino Booth Teucriums 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 Reserves historic [--] basis point cut. Recorded shortly after Jay Powells press conference on September [--] [----]. __ Follow Monetary Matters on: Apple Podcast: https://rb.gy/s5qfyh Spotify:"
YouTube Link 2024-09-19T18:48Z [----] followers, 10.6K engagements
"Building Beyond Short Selling at Muddy Waters Capital Carson Block Building a successful hedge fund is hard. Its even harder when youre 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 Block explains why starting a fund became necessary to pursue activist short selling in a serious capacity the pitfalls of capital raising and the different types of investors who are"
YouTube Link 2024-10-29T13:00Z 25K followers, [----] engagements
"How Pandemics Cause Economic Shocks David Kotok on The Fed and The Flu David Kotok Co-Founder & Strategic Advisor at Cumberland Advisors joins Monetary Matters to discuss insights from his new book The Fed and the Flu: Parsing Pandemic Economic Shocks. Kotok cites data over millennia to show that pandemics typically cause natural real interest rates to decline and productivity and inequality to rise. Kotok argues that we must prepare for the next pandemic and shares his view on the origin of the COVID virus. Part II of an interview recorded on April [--] [----] with the first part having aired on"
YouTube Link 2025-05-16T20:52Z 31.1K followers, [----] engagements
"Stock Market Plummets as Fed Shocks Investors Jack welcomes Max Wiethe business partner and host of Other Peoples Money podcast to break down Decembers Federal Reserve meeting. Jack shares why he bought puts prior to the Feds 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 dollar and how many cuts (if any) the Fed will do in [----]. Recorded just after the FOMC meeting on December [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5"
YouTube Link 2024-12-18T23:37Z 10.5K followers, [----] engagements
"Global Economic Order Set To Change Radically (Here's Why) Eric Wallerstein Eric Wallerstein Chief Markets Strategist for Yardeni Research joins Jack to share his optimist outlook on the U.S. economy. Recorded on February [--] [----]. Follow Eric Wallerstein on Twitter https://x.com/ericwallerstein Follow Yardeni on Twitter https://x.com/yardeni Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 03:41 Optimistic Outlook: S&P [---] to [----] by Year End"
YouTube Link 2025-03-02T18:29Z 14.3K followers, [----] engagements
"Stock Market Decline Is Just Getting Started 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 thinks subpar equity returns are likely. In his words The markets current decline is not a correction a bump in the road or a dip to be bought. We have entered a protracted bear market. Recorded on May [--] [----]. Follow Last Bear Standing on Twitter https://x.com/LastBearStandng Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow Jack Farley on Twitter https://x.com/JackFarley96 The Matador:"
YouTube Link 2025-05-06T14:28Z 30.3K followers, 11.4K engagements
"Why July Could Be a Danger Point for the Fed Michael Howell of CrossBorder Capital issues a stark warning: By July reserve levels could fall below a critical threshold threatening serious disruptions in US money markets. Will the Federal Reserve act in time to prevent a crisis Watch this urgent discussion on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis"
YouTube Link 2025-03-13T21:30Z 18.2K followers, [---] engagements
"Is This a Bubble 100x Sales & Unprecedented Market Weight Research Affiliates founder Rob Arnott joins Jack Farley on the Monetary Matters Podcast to discuss why todays U.S. stock market is more concentrated than any point in history. The five largest companies now make up nearly 30% of the S&P [---] almost double the concentration at the peak of the dot-com bubble. Arnott explains why valuations at 100x sales either require decade-long 40% growth or signal a frothy bubble. Investors betting on growth may need to rethink their risk. Research Papers discussed: RACWI: Reinventing Cap-Weighted"
YouTube Link 2025-09-17T12:45Z 37K followers, [----] engagements
"How Private Equity Will Cause The Next Financial Crisis Argues Jared Dillian 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 as an asset class and is destined for underperformance over the next decade. Recorded on October [--] [----]. Jareds piece The Next Big Short: Hidden Risks Behind Private Equity's"
YouTube Link 2024-10-13T17:15Z [----] followers, [----] engagements
"Is the US Economy Becoming an Emerging Market Nicols Dujovne Nicols Dujovne CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies EM debt investing and why even though the USs failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it risks the US Dollars reserve currency status over the long run. Dujovne also identifies the opportunities he's watching now explains why he thinks the dollar is moving lower and makes the case"
YouTube Link 2025-05-23T13:00Z 31.2K followers, [----] engagements
"Rate Cuts Will Not Shock The Long End Mike Green of Simplify challenges the consensus view on Fed policy. While many expect rate cuts to cause bond market volatility Green argues the opposite. He explains why the dominant force in markets remains Federal Reserve policyand why the long end of the curve won't go "crazy" anytime soon. Mike Green Portfolio Manager and Chief Strategist at Simplify Follow Mike Green on Twitter: https://x.com/profplum99 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Read Mikes Substack here:"
YouTube Link 2025-06-20T15:07Z 32K followers, [----] engagements
"Is Leverage the Solution to Americas Retirement Crisis Abdul Al-Asaad of Basic Capital Abdul Al-Asaad CEO and co-founder of Basic Capital joins Other Peoples Money to discuss how Basic Capital is revolutionizing access to leverage for everyday Americans. He argues that Americans have far too much access to credit for the wrong use consumption and far too little access for positive uses like investing in assets that could change their financial future. He discusses how Basic Capitals term financing works why most of the capital you receive through Basic Capital is invested in private credit"
YouTube Link 2025-07-01T13:32Z 32.1K followers, [----] engagements
"The Stock Market No Longer Cares About Tariffs Dean Curnutt Volatility specialist Dean Curnutt founder of Macro Risk Advisors and host of the Alpha Exchange podcast joins Jack to share his view on volatility across assets. He explains why he thinks even though equity puts may be attractive for rainy day insurance technically equity implied vol is very expensive relative to realized vol. While in Bitcoin land Dean argues that Bitcoin volatility is cheap because vol can expand as the asset rises. Dean shares his view of tariffs and the U.S. Treasury market. Recorded July [--] [----]. Follow Dean"
YouTube Link 2025-07-20T17:51Z 32.6K followers, [----] engagements
"Banking Sectors Fate in [----] and Beyond Jason Cave Jason Cave Senior Consultant at Potomak Global Partners has over [--] years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview Cave explains why hes 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 finally open up bank M&A the Basel III Endgame will be at least paused and what he thinks of the future of Fannie Mae and Freddie Mac. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-01-05T14:00Z 12.2K followers, [----] engagements
"Shocking U.S. Fiscal Deficit To Grow Worse Under Trump Admin Warns Harvards Jason Furman Jason Furman former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University joins Monetary Matters to share his view of the Trump administrations three-legged stool of tariffs deregulation and tax cuts. Recorded May [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Jason Furman on Twitter https://x.com/jasonfurman Follow Monetary"
YouTube Link 2025-05-25T19:16Z 31.3K followers, 10K engagements
"Why Trump Tariffs Could Crash Markets & Force Rate Cuts Joseph Wang The Fed Guy explains why massive tariffs could send markets into free fall tightening financial conditions and forcing the Federal Reserve into rapid rate cuts. Could this be the biggest economic shock of the year Watch to find out how tariffs interest rates and market volatility are all connected. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter"
YouTube Link 2025-02-04T13:00Z 14.4K followers, [----] engagements
"Trading Market Turmoil: Any System is Better than No System Petr Pinkhasov of Anthem Capital Trading Market Turmoil: Any System is Better than No System Petr Pinkhasov of Anthem Capital Management 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_source=the_opm Petr Pinkhasov CIO and founder of Anthem Capital Management joins Other Peoples Money for a special Trader Talks episode where he discusses how he trades incorporating quantitative signals thematic views and technical analysis patterns like"
YouTube Link 2025-04-01T13:01Z 32.4K followers, [----] engagements
"Wake-Up Call for the Fed Liquidity Tensions Are Rising Michael Howell of CrossBorder Capital warns that rising repo market tensions should be a wake-up call for the Federal Reserve. With spreads breaking out of their normal range is the Fed ignoring a brewing liquidity crisis Watch as he breaks it down on Monetary Matters with Jack Farley. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #financialindustry #investing #inflationstrategies #economiccrisis"
YouTube Link 2025-03-13T15:00Z 18.7K followers, [---] engagements
"Can DOGE Fix the Budget Deficit Eric Wallerstein Chief Markets Strategist for Yardeni Research shares his insights on the U.S. budget deficit. While Dogecoin won't solve the issue could the deficit actually shrink to 3% in the coming years Watch now to hear his take on fiscal policy and economic trends. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter https://x.com/VennTwoSigma Read the Venn by Two Sigma Blog:"
YouTube Link 2025-03-10T20:00Z 36K followers, [---] engagements
"SPACs Are Booming but Are We Back in Bubble Territory Louis Camhi of RLH Capital Louis Camhi founder and CIO of RLH Capital returns to Other Peoples Money to discuss how SPACs are making a comeback in [----]. Camhi discusses the differences between SPACs and DeSPACs common misconceptions about SPAC risk and how 2025s boom in SPAC issuance is a far cry from what we saw in [----]. Camhi also discusses the different strategies he employs to take advantage of the unique opportunities SPACs provide thematic trends in SPAC acquisition targets and how he is using SPVs to increase exposure to SPAC target"
YouTube Link 2025-07-22T18:28Z 32.6K followers, [---] engagements
"How a 25-Year-Old Is Backing the Most Capacity-Constrained Investors on Wall Street Zach Levitt CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other Peoples Money to discuss how he is standing up multi-manager platforms at just [--] years old by focusing on niche capacity constrained managers. Levitt discusses the benefits of combining uncorrelated capacity constrained strategies in a multi-manager platform his unconventional path to founding a multi-manager platform how mentorship has helped accelerate his growth and how he goes about attracting talented investors to"
YouTube Link 2025-06-12T13:01Z 31.7K followers, [----] engagements
"The Definitive Hedge Fund Analyst Masterclass Brett Caughran on Fundamental Edge 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 the process of training hedge fund analysts. Caughran discusses the most important processes analysts must master why understanding your role is key to success and why"
YouTube Link 2025-02-11T14:00Z 31.9K followers, [----] engagements
"Is Risk Really Leaving the Banks Fabio Natalucci warns that spreading risk across the financial system isn't always a solution. While diversification can help some of that risk might circle right back to the banksthrough the back door. A must-watch for anyone interested in financial stability. Learn more about the Anderson Institute: https://www.andersen.com/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks #investing #privatecredit #credit #banking"
YouTube Link 2025-05-31T12:45Z 31.4K followers, [----] engagements
"The Fed Will Choose Inflation Over Recession Vincent Deluard Vincent Deluard Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are cancelled. He also discusses why he believes Trumps MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil and energy stocks. Follow Vincent Deluard on Twitter https://x.com/VincentDeluard Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter https://x.com/maxwiethe"
YouTube Link 2025-06-15T15:02Z 31.7K followers, [----] engagements
"The Truth Behind U.S. Growth: Fiscal Fantasy Marko Papic explains why the recent boom in U.S. economic growth has little to do with innovationand everything to do with unsustainable fiscal policy. From massive deficits under both Biden and Trump to the fading "fiscal gravy train" Papic makes the case that American exceptionalism is more illusion than reality. Follow Marko Papic on Twitter https://x.com/Geo_papic Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez"
YouTube Link 2025-06-09T20:15Z 31.6K followers, [----] engagements
"Is A Liquidity Crisis Looming Michael Howell dives into the challenges facing incoming Treasury Secretary Scott Besson who must navigate refinancing 30% of the US's $28 trillion debt in [----]. With tensions brewing between Bessons liquidity-draining policies and President Trumps push for a strong stock market the stakes couldnt be higher. Is the US taking cues from emerging market economies Find out the potential economic fallout in this must-watch breakdown. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Teucrium"
YouTube Link 2025-01-23T22:00Z 13.3K followers, [---] engagements
"Felix Zulaufs Big Calls For [----] and Beyond Todays episode is brought to you by the Teucrium Wheat Fund. War weather inflationeven monetary policydrive 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 and commodities. Zulauf expects a [----] point correction in the S&P [---] in early [----] and warns that a strengthening Japanese yen could unleash a wave of liquidations from investors involved in the Yen carry"
YouTube Link 2024-12-11T22:12Z 31.2K followers, 20.1K engagements
"Inside the Secret World of Prop Traders Noel Smith Noel Smith founder of Convex Asset Management has spent most of his career outside of the world of managing other peoples 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 remain behind closed doors. However he has decided to bring these strategies to the hedge fund world at Convex Asset Management and while they dont scale to produce the same level of returns their lack of"
YouTube Link 2024-12-17T14:00Z 10.1K followers, [----] engagements
"Trade Policy Isn't Driving Chinas Trade Surplus Matthew Klein 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 discuss what factors really lead to major trade and capital flow imbalances between countries. He argues that factors like income inequality domestic economic policy and decisions being made at the corporate level can have far more impact than country level trade policy. He also discusses why even though extreme trade and capital flow imbalances may be dangerous implementing improper"
YouTube Link 2025-06-11T13:01Z 31.7K followers, [----] engagements
"Tariffs Could Trigger the Next Meltdown Danny Moses known for his role in The Big Short sounds the alarm on the real impact of tariffs. It's not just the costits the uncertainty that slows business and could trigger a financial crisis. If tariffs become permanent We might be trading the end of the world Follow Danny Moses on Twitter https://x.com/dmoses34 Follow Jack Farley on Twitter https://x.com/JackFarley96 Danny Moses podcast On The Tape: https://open.spotify.com/show/1Bawg52xr2HpGeN36npyua Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5"
YouTube Link 2025-04-23T11:01Z 32.6K followers, [----] engagements
"The Last Mutual Fund Manager Standing How Eric Crittenden Defied the ETF Boom to Build a $1B Fund When was the last time you heard about an exciting new mutual fund launch Its 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 Eric Crittenden CIO and Founder of Stand Point Asset Management joins OPM to share how his mutual fund has done just that and reached over $1 billion in AUM"
YouTube Link 2025-01-07T11:01Z 25.2K followers, [----] engagements
"China's Real Estate Implosion Why Lyn Alden Likes Chinese Stocks Despite Economic Catastrophe Teucriums 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/ 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."
YouTube Link 2024-10-06T15:22Z 24.6K followers, 25.5K engagements
"U.S. Stocks & Credit Vulnerable To April 2nd Tariff-Induced Slowdown James Aitken 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_source=the_opm James Aitken of Aitken Advisors is one of the worlds most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3% and that accordingly the high-growth environment wherein credit and"
YouTube Link 2025-03-16T16:37Z 22.2K followers, [----] engagements
"Solving for Investors Biggest Risks Russell Clark on an Inverted Hedge Fund Model 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 its 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 him considering relaunching his hedge fund after returning capital in [----] and why if he does relaunch hes inverting the long short hedge fund model. You can read"
YouTube Link 2025-01-30T13:01Z 14.2K followers, [----] engagements
"30 Years of Data Proves This Investing Strategy Works Alan Strauss senior partner at Crystal Capital Partners explains why alternative investments have gained widespread adoption over the past [--] years. How can advisors find scalable solutions and true alpha for their clients Why is it crucial to distinguish real asset managers from asset gatherers Watch now for expert insights Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock Capital"
YouTube Link 2025-03-01T13:01Z 14.2K followers, [---] engagements
"Why the U.S. Needs Tariffs Now More Than Ever Oren Cass argues that tariffs are a necessary tool to ensure fair trade and restore balance in global commerce. When other countries' policies distort trade the U.S. must be willing to negotiateand impose tariffs if no deal is reached. This isn't protectionism it's economic realism. Watch as Cass lays out the case for tariffs as a tool to strengthen Americas industrial future. Follow Oren Cass on Twitter https://x.com/oren_cass Follow American Compass on Twitter https://x.com/AmerCompass Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-07-27T12:30Z 32.7K followers, [----] engagements
"US Dollar Too High The Consequences of Tariff Hikes Luke Gromen breaks down the potential consequences of drastic US economic policies like 100% tariffs. What happens when the dollar is already too strong and foreign nations begin dumping US bonds and stocks The era of the US dollar reserve system might be at a turning point. Find out how this impacts consumer spending the global economy and the future of the dollar. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-01-24T12:01Z 13.4K followers, [---] engagements
"The Investor Up 1000% With No Down Years Chris Brown Since Aristides Capitals inception in August [----] Chris Brown has returned over 1000% for their investors with a stunning 16-year track record of no losing years. In this interview with Max Wiethe Brown explains how theyve been able to sustain these results and grow their business to over $300m in AUM all while operating far from the typical financial centers where hedge funds cluster. They discuss how accumulating a plethora of lower capacity strategies hiring and working with well intentioned nerds and maintaining rigorous processes for"
YouTube Link 2024-12-03T14:00Z [----] followers, [----] engagements
"Why Most Investors Fail Kara Murphy CIO of Kestra Investment Management explains the biggest mistake investors make: selling during downturns. In this Monetary Matters Podcast clip she shares why staying invested is key to long-term successeven when the market gets rocky. Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy #investing #inflationstrategies #bonds"
YouTube Link 2025-05-06T21:03Z 30.3K followers, [----] engagements
"The Dirty Little Secret About Tariffs Ken Rogoff reveals a surprising truth: if Trump had only imposed 10% tariffs most economists agreeit wouldn't have been a big deal. So why all the panic Discover the dirty little secret about tariffs that rarely gets talked about. NOTE: Nowhere in this interview does Professor Rogoff say anything to the effect of the U.S. dollar will fall quickly. His view is that its dominance peaked in [----] and will continue to slip in a very slow process. For his full view buy and read his book (links above). Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack"
YouTube Link 2025-05-14T00:48Z 30.9K followers, 11.1K engagements
"The US Dollar's Decline is Signaling No Sovereign Debt Crisis #macro #dollar Brent Johnson CEO of Santiago Capital joins Monetary Matters to discuss why he believes the US dollar failing to rally after its recent decline signals that the US is not in a true sovereign debt crisis"
YouTube Link 2025-07-26T16:46Z 36K followers, [----] engagements
"How AI Tools Are Rapidly Disrupting the Investment Industry Brett Caughran & David Plon Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy Theres no shortage of speculation about how AI will reshape the workforce but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research and shifting the competitive landscape for fund managers and talent alike. In this interview with Brett Caughran founder of buyside training academy Fundamental"
YouTube Link 2025-09-03T13:01Z 36.8K followers, [----] engagements
""Liquidity Squeeze" Threatens U.S. Stock Bubble (Heres How) Michael Howell This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He"
YouTube Link 2025-03-12T12:45Z 30.5K followers, 32.2K engagements
"Hidden Mortgage Market Shifts Are Creating Opportunities Matt Jozoff of Trevally Capital Matt Jozoff co-CEO Portfolio Manager and Head of Macro Research at Trevally Capital joins Other Peoples Money to discuss how trends like the growth in the Ginnie Mae market low credit borrowers and non-bank originators and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Trevally Capital. He also discusses how Trevally Capital is looking to extract alpha from these opportunities and build a world-class institutional asset manager with the"
YouTube Link 2025-04-24T13:01Z 29.8K followers, [----] engagements
"The REAL Reason Unemployment Is Going Up Jim Bianco 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 yields now are probably headed higher. Recorded on October [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jim"
YouTube Link 2024-10-16T13:00Z [----] followers, [----] engagements
"U.S. Tariffs To Inflict Economic Shock By June [----] Brad Setser This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is an expert on global trade and capital flows having served as senior advisor to the United States Trade Representative from [----] to [----]. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Matters to explain why he thinks President Trumps tariffs are likely to cause a growth shock in the second quarter. Recorded on March [--] [----] Brad Setser"
YouTube Link 2025-03-26T17:12Z 24.4K followers, [----] engagements
"Is Private Credit a Systemic Risk (A Regulators View) Fabio Natalucci Fabio Natalucci CEO of the Anderson Institute for Finance & Economics joins Monetary Matters to discuss his work at the IMF on the potential risks to the global financial system that the growth of private credit may pose. They also discuss the affects that tariffs will have not just on the economy but the functioning of the financial system. Learn more about the Anderson Institute: https://www.andersen.com/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast"
YouTube Link 2025-05-17T18:00Z 31.1K followers, [----] engagements
"Why You Dont Need Everyones Money In this clip from the Other Peoples Money podcast @hfreflection breaks down a powerful truth about raising capital: your job isnt to win everyone overits to connect with the right investors who believe in you. He explains why polarization can be an advantage how long-term relationships are key and why its crucial to front-load your marketing efforts to start the clock early on building trust. Hosted by Max Wiethe this episode dives into what it really takes to secure backing in the world of finance and fund management. Follow Other Peoples Money on: Apple"
YouTube Link 2025-09-02T19:30Z 36.5K followers, [----] engagements
"Geopolitical Uncertainty is Freezing Private Capital John Bowman of CAIA 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_source=the_opm John Bowman CEO of CAIA Association the Association of Chartered Alternative Investment Analysts joins Jack Farley on a special crossover episode of Monetary Matters and Other Peoples Money to discuss the biggest trends in alternative investments. Bowman explains how Tariff uncertainty and other geopolitical factors might be the #1 factor that led to last years"
YouTube Link 2025-03-18T19:45Z 23.2K followers, [----] engagements
"The Hidden Risk in Private Credit Kara Murphy discusses the rapid growth of private creditand the systemic risks it may pose. While long-term horizons can be powerful the fact that firms are now letting people in for as little as $1000 is a sign this asset class is going mainstream. Should we be concerned Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stockmarket #tradewar #economy"
YouTube Link 2025-05-08T12:45Z 30.5K followers, [----] engagements
"How Pandemics Trigger Inflation David Kotok explores the long history of pandemics and their economic aftermathfrom Ancient Rome to modern times. He explains how debased currency falling interest rates and shifting wealth dynamics have always followed in pandemics wake. Eye-opening historical parallels David Kotoks book The Fed and the Flu: Parsing Pandemic Economic Shocks: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT Paper Longer-Run Economic Consequences of Pandemics: https://www.nber.org/system/files/working_papers/w26934/w26934.pdf Follow Jack Farley on"
YouTube Link 2025-06-01T13:45Z 31.4K followers, [----] engagements
"Shadow Banks Are Too Big To Fail Elham Saeidinezhad 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 [--] [----]. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Elham Saeidinezhad on Twitter https://x.com/elham_saeidi Elham Saeidinezhads Website https://elhamsaeidinezhad.com/"
YouTube Link 2024-11-25T15:29Z [----] followers, [----] engagements
"The US Economys Dangerous Healthcare Addiction Eric Pachman Eric Pachman Chief Analytics Officer at Bancreek Capital Advisors joins Monetary Matters to discuss how the healthcare sector the strongest sector for job growth in the whole economy could falter because of the proposed cuts to spending in the Big Beautiful Bill and potentially even tip the whole economy into a recession. He also discusses how important government spending is in propping up the healthcare industry making it largely unaffected by the tools the Federal Reserve would likely use to combat a potential recession led by the"
YouTube Link 2025-06-26T13:01Z 32.3K followers, [----] engagements
"Stocks Will Melt-Up Until April [----] Crash (Here's Why) Vincent Deluard 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 [----] may put a halt to the relentless rise in U.S. stocks. Deluard argues that the lower inflation of [----] will result in a lower cost-of-living-adjustment (COLA) adjustment for [----] U.S. government programs such as Social Security. He thinks a strong U.S. dollar could dent corporate profits and that state and local governments plan to actually shrink"
YouTube Link 2024-12-16T14:00Z 35.3K followers, [----] engagements
"Structural Bear Case For U.S. Dollar In A High Tariff World Tian Yang 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 structural duration. Recorded April [--] [----]. Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://variantperception.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 02:54 Trump Going"
YouTube Link 2025-04-08T15:06Z 37.2K followers, [----] engagements
"The Case For Bonds Leland Clemons 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 first private credit ETF (consisting of tranches of middle-market CLOs) the mechanics of ETF creation via authorized participants (APs) equity concentration risk and increased specialization of fixed-income ETFs. Recorded August [--] [----]. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez"
YouTube Link 2025-08-12T17:48Z 35.5K followers, [----] engagements
"The Mindset Behind Market Moves Warren Pies breaks down the difference between a debt deflation mindset and a "basement mindset" one fears loss of capital the other fears loss of purchasing power. In todays economic environment understanding this shift could change how you invest. This Other Peoples Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Follow Warren on X: https://x.com/WarrenPies Follow Max on X: https://x.com/maxwiethe"
YouTube Link 2025-07-11T21:49Z 32.5K followers, [----] engagements
"Tariff Shock: Global Trade Disruption Incoming The president firmly believes in tariffs as a force for goodbut are they really If the U.S. moves forward with reciprocal tariffs against major trading partners on April 2nd it could be the most disruptive global trade event since COVID. James Aitken shares his strong concerns in this episode of Monetary Matters. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-03-17T18:15Z 36.2K followers, [---] engagements
"U.S. Dollar Will Get Annihilated" (Heres How) Julian Brigden & Jonny Matthews This conversation was originally recorded for Julian Brigdens research service MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ Julian Brigden of MI2 Partners and veteran macro trader Jonny Matthews of SuperMacro join Monetary Matters for a wide-ranging discussion of the forces that are contributing to a global weak market in sovereign bonds. Recorded May 28th and released for"
YouTube Link 2025-06-09T09:01Z 31.7K followers, 19.8K engagements
"Why America Isnt a Trade-Dependent Economy Aahan Menon of Prometheus Macro explains why the U.S. economy is driven by domestic consumptionnot trade. In a world worried about tariffs and globalization this key insight may change how you see Americas economic resilience. Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon founder and CEO of Prometheus Macro returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry mean reversion and trend and about how"
YouTube Link 2025-05-30T13:30Z 31.3K followers, [----] engagements
"The Bankruptcy Cycle Begins Patrick Perret-Green on Shadow Banking Bust China & Bond Bull Case Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Patrick Perret-Green of PPG Macro is a veteran macro trader and analyst. He joins us today to share his concern over two recent high-profile bankruptcies that have caused jitters in the non-bank financial sector: Tricolor and First Brands. Patrick explains why he is bullish on long-duration sovereign bonds in Australia the U.K. and Japan. Recorded on September [--] [----]. Follow Patrick Perret-Green on Twitter"
YouTube Link 2025-10-01T20:11Z 37.2K followers, [----] engagements
"FHA Defaults Are Soaring Is a Housing Crash Next Troubling signs are emerging in the housing market as FHA mortgage defaults hit the mid-teens with many low-income homeowners facing foreclosure or forced to sell. Could this be the early warning sign of a bigger real estate crisis affecting the middle class Chris Whalen breaks down the risks and whats next for the economy. Dont miss this crucial insight Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-03-26T10:00Z 24.1K followers, [---] engagements
"The Austrian Economics vs Modern Monetary Theory Showdown Robert Murphy and Nathan Tankus No two ideologies are perhaps more at odds than Austrian Economics and Modern Monetary Theory. Here two leading voices from both economic schools of thought Nathan Tankus for MMT and Robert Murphy for Austrian Economics showdown in this live debate moderated by Jack Farley. Going live at 7PM ET on January 16th [----]. Bob Murphy's review of Stephanie Kelton's "The Deficit Myth": https://cdn.mises.org/publication_source_pdf/qjae_23_2_murphy_br.pdf Bob Murphy "The Upside-Down World of MMT":"
YouTube Link 2025-01-17T04:27Z 37.6K followers, [----] engagements
"Eli Lilly Just Made Getting Ripped WAY Easier Eli Lilly may have just unlocked a $1 trillion opportunity. Their phase two results on a combo drugzappatide (a GLP-1/GIP appetite suppressant) and bemigramab (a myostatin-inhibiting monoclonal antibody)showed 10% body fat loss and 5% lean muscle gain. A drug that curbs appetite and builds muscle This could change fitness pharma and finance forever. Follow Citrini on Twitter https://x.com/Citrini7 Follow Jack Farley on Twitter https://x.com/JackFarley96 Citrini Research: https://www.citriniresearch.com/ Citrindex: https://www.citrindex.com/ Pieces"
YouTube Link 2025-07-29T18:01Z 32.7K followers, [----] engagements
"US Steel A Secret Global Advantage Legendary value investor Bob Robotti breaks down why North American steel is more competitive than people think. With local coal iron ore and cheap energy the U.S. has all three key inputs for steel production. It's no wonder Nippon Steel wants in. Here's why this industryand regionmight be the next hotspot for global manufacturing. Learn More About Robotti Advisors: https://advisors.robotti.com Follow Bob Robotti on X: https://x.com/BobRobotti Follow Max on X: https://x.com/maxwiethe Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M"
YouTube Link 2025-06-04T12:31Z 31.7K followers, [----] engagements
"Truth About Tariffs: Will They Really Help the U.S. Dr. Patrick Honohan honorary professor of economics at Trinity College Dublin debunks the idea that tariffs can fix Americas trade deficit or replace income tax. While tariffs may reduce imports they also shrink exportsmaking them a poor solution for long-term economic stability. Honohans Book The Central Bank as Crisis Manager on Columbia Press: https://www.piie.com/bookstore/2024/central-bank-crisis-manager Follow Patrick Honohan on Twitter https://x.com/PHonohan Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary"
YouTube Link 2025-03-06T11:30Z 14.5K followers, [----] engagements
"Trumps Tariffs: Fixing America or Just More Chaos Are tariffs the economic disaster everyone thinks they are or could they actually help rebuild Americas middle class Jim Bianco breaks down the real impact of Trumps tariff policies Wall Streets reaction and what it all means for the U.S. economy. Watch now for insights you wont hear anywhere else Follow VanEck on Twitter https://x.com/vaneck_us Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify"
YouTube Link 2025-03-20T21:00Z 23.2K followers, [---] engagements
"Federal Reserve Waiting To See Economic Pain Before Acting Jack welcomes Max Wiethe Other Peoples Money podcast host. The two discuss the May Fed meeting in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes tariff front running and Chinas recent monetary stimulus. Recorded May [--] [----]. Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Other Peoples Money podcast on Twitter https://x.com/OPMpod Follow Jack Farley on Twitter https://x.com/JackFarley96"
YouTube Link 2025-05-07T23:00Z 30.5K followers, [----] engagements
"911000 Jobs Set To Disappear By February [----] (Heres Why) Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes QI Researchs Danielle DiMartino Booth and Bloomberg Economics Chief U.S. Economist Anna Wong to interpret the Bureau of Labor Statistics (BLS) recent preliminary [------] downward revision to non-farm payrolls. Recorded September [--] [----]. Follow Danielle DiMartino Booth on Twitter https://x.com/DiMartinoBooth Follow Anna Wong on Twitter https://x.com/AnnaEconomist Follow Bloomberg Economics on Twitter https://x.com/economics Follow Jack"
YouTube Link 2025-09-13T16:48Z 36.9K followers, 27K engagements
"Tariff Retaliation Escalates Around The World Jack Farley & Max Wiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other Peoples Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez"
YouTube Link 2025-04-07T22:32Z 25.1K followers, [----] engagements
"How AI Imperils The Electricity Grid Imane Bakkar Imane Bakkar Founder and Managing Director of Logarisk joins Monetary Matters to discuss her most recent White Paper Weather Is No Small Talk. She argues that the electricity grid and the financial system are becoming more weather dependent because of the rise of renewable power AI climate and the increasing ownership of the grid by non-bank financial institutions (NBFIs). Recorded on September [--] [----]. Imanes paper Weather Is No Small Talk: https://logarisk.co/2025/09/01/white-paper-weather-is-no-small-talk/ Follow Jack Farley on Twitter"
YouTube Link 2025-09-24T18:37Z 37.1K followers, [----] engagements
"What If Foreigners Dump U.S. Assets What happens if foreign investors lose confidence in the U.S. dollar Julian Brigden of MI2 Partners joins Jack Farley on Monetary Matters to discuss the nightmare scenario trillions in U.S. assets being dumped a dollar meltdown and a potential financial crisis. Could this send the U.S. economy straight to "jail" with no way out Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez #stocks"
YouTube Link 2025-03-11T11:01Z 17.2K followers, [---] engagements
"Hedge Funds Hit Record $4.5 Trillion in AUM Ken Heinz of HFR Index Ken Heinz President of HFR Index LLC joins Other Peoples Money to break down the trends driving the hedge fund industrys growth to a record $4.5 trillion in assets under management. HFRs data on the industry that they collect and analyze from over [----] funds gives them a birds eye view of the big trends like the growth of multi-managers crypto funds and inflows for small and large funds alike. You can find more info on the HFR Database HFR Indices and other industry reports and resources for hedge fund investors and managers"
YouTube Link 2025-02-18T14:01Z 14.5K followers, [---] engagements
"Perfect Goldilocks Nirvana Outcome Is Unlikely (Heres Why) Julian Brigden Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Julian Brigden of MI2 Partners and MacroCapture returns to Monetary Matters to update viewers on his thinking about"
YouTube Link 2025-09-29T17:06Z 46.3K followers, 15.8K engagements
"Avalanche of U.S. Dollar Selling In [----] as Fed Cuts Rates Jon Turek 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 Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world reviews the situation in China and shares his thoughts on the wild bull market in gold. Recorded on October [--] [----]. Follow Jonathan Turek on Twitter"
YouTube Link 2025-10-20T20:35Z 46.3K followers, [----] engagements
"Could Gold & Silver Break the Market Jack & Max on Fed Earnings and Software Sell-off 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: https://fiscal.ai/mm/ The relentless surge in precious metals continues with gold seeing gains in all but three trading days this year and silver holding above $110 despite some analyst warnings that the rally may be nearing an end. While some attribute these moves to a "debasement trade" or a weakening US dollar the speakers argue that silvers rise is primarily driven by real"
YouTube Link 2026-01-29T16:59Z 46.9K followers, [----] engagements
"Stock Market Bubble To Deflate By [----] Rob Arnott This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Rob Arnott founder and chairman of the board of Research Affiliates joins Jack today for an in-depth conversation on AI bubbles asset allocation weighting in index funds and other topics. The record heights of todays markets brought on from excitement in the AI industry remind many of the dotcom bubble which Rob"
YouTube Link 2025-09-15T16:14Z 46.3K followers, [----] engagements
"Leverage In Shadow Banking Financial Stability Board General Secretary John Schindler This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack John Schindler General Secretary of the Financial Stability Board (FSB) joins Monetary Matters to discuss the rise of non-bank financial intermediation (NBFI) sometimes referred to as shadow banking. There are signs that NBFI leverage is growing and NBFI data is not as transparent"
YouTube Link 2025-08-31T17:43Z 46.3K followers, 12.7K engagements
"Tariffs Could Break the Global Dollar System Lyn Alden joins Monetary Matters to explain the hidden risks of slashing the U.S. trade deficit. Tariffs may seem like a quick fix but they could disrupt the very flow of dollars that powers global finance. What happens if fewer dollars leave the U.S. You could see capital outflows falling U.S. asset prices and no traditional safe haven. The consequences might feel like an emerging market crisisonly at home. Follow Lyn Alden on Twitter https://x.com/LynAldenContact Follow Jack Farley on Twitter https://x.com/JackFarley96 Lyn Aldens book Broken"
YouTube Link 2025-04-12T17:12Z 46.3K followers, [----] engagements
"Will the Risk On Party Continue Chris Carrano on The Quantitative Factors Driving Markets 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 orthogonal market factors that drove asset prices in [----] and what is driving them so far in [----]. He also examines key moments like the post Trump rally in"
YouTube Link 2025-01-19T17:15Z 46.2K followers, [----] engagements
"What Investors Don't Understand About the Software Meltdown Deiya Pernas Deiya Pernas co-founder of Pernas Research has crushed the market and compounded at over 30% since he and his partners began tracking their portfolio in [----]. In this interview Deiya examines [--] key micro and macro questions that he believes could be the key to continued outperformance in [----] including questions around SaaS spend white collar hiring home buying in a lower rate environment consumer spending trends and more. Learn more about Pernas Research: https://pernasresearch.com Follow Pernas Research on Twitter:"
YouTube Link 2026-01-28T14:28Z 46.9K followers, [----] engagements
"The World Is Dumping U.S. Assets Julian Brigden 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/macrocapture-landing-page/ Julian Brigden Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home the profits from a historic bull run in US assets. He also explains why this repatriation of profits coupled with an eventual slowdown in the flow of dollars driven by tariff policy itself spells a"
YouTube Link 2025-04-16T13:01Z 46.3K followers, 75.5K engagements
"The Endgame For Global Trade Tariff Historian Douglas Irwin This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Renowned trade historian Douglas Irwin joins Jack to compare the ongoing shifts in American trade policy to Smoot-Hawley tariff during the Great Depression and the McKinley-era tariffs of the late 19th century of which President Trump speaks so fondly. Irwin the John French Professor of Economics at"
YouTube Link 2025-08-18T19:17Z 46.3K followers, 25.8K engagements
"Phase II of the AI Revolution Is Here Citrini on Robotics Semiconductors and Teradyne This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Citrini returns to Monetary Matters to review his [--] Trade Ideas shared at year-end and to look forward to the next phase of AI. Citrini shares his views on the semiconductor industry and explains why he thinks the next phase of outperformance could be in robotics. He also talks"
YouTube Link 2025-07-14T18:16Z 46.3K followers, [----] engagements
"The AI Semiconductor Supercycle Angus Shillington & Nick Frasse (Fireside Chat) This episode of Monetary Matters is a Sponsored Fireside Chat brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack The AI revolution has spurred a growth in capital expenditure on semiconductors the scale of which the world has never seen before. Today Jack explores this phenomenon in a sponsored Fireside Chat with VanEcks Angus Shillington and Nick Frasse. Shillington lead"
YouTube Link 2025-09-07T16:41Z 46.5K followers, [----] engagements
"How This Value Investor Beat the Market and Grew His Hedge Fund Yaron Naymark [--] Main Capital This 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 Over the last [--] years Yaron Naymark founder and managing partner of [--] Main Capital has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks like the S&P [---]. Any manager who has been in his shoes though will tell you that outperforming the market isnt enough to attract the institutional capital necessary to seriously scale a"
YouTube Link 2025-12-17T14:00Z 46.9K followers, [----] engagements
"Top Hedge Funds Are Hiding and Its Warping Return Data Jon Caplis of PivotalPath This Other Peoples Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jon Caplis CEO and founder at PivotalPath joins Other Peoples Money to discuss how underreporting of data by the top tier of hedge funds is skewing the data that institutional investors use to make allocation decisions resulting in undeservedly poor perception of the asset class and"
YouTube Link 2025-07-15T21:00Z 46.4K followers, [----] engagements
"The Real Reason Jobs Market Is Weakening Aahan Menon of Prometheus Macro This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewformusp=sharing&ouid=113485899782770300642 Aahan Menon of Prometheus Macro returns to Monetary Matters to explain why he still thinks bonds offer a poor risk/reward"
YouTube Link 2025-09-11T17:33Z 46.4K followers, [----] engagements
"Warning: Dont Buy Silver Unless You Can Handle This Alex Campbell This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/ Alexander Campbell founder of Rose AI and former head of commodities at Bridgewater joins the show to dissect the structural drivers behind the silver market and the transformative potential of artificial intelligence. Campbell details the "Silver Squeeze" thesis attributing the metal's volatility to a combination of inelastic industrial demand from solar manufacturing and speculative capital flight out of"
YouTube Link 2026-02-03T19:35Z 46.9K followers, [----] engagements
"No System No Strategy Youre Just Gambling Is investing based on "vibes" just glorified gambling Petr Pinkhasov CIO and founder of Anthem Capital Management explains why having any system is better than relying on gut feelings. On Other Peoples Money Podcast with Max Wiethe he breaks down the importance of historical precedent in making smarter investment decisions. Follow Other Peoples Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe #otherpeoplesmoney #hedgefunds #fundlaunch"
YouTube Link 2025-04-01T20:41Z 46.5K followers, [----] engagements
"Washington Has More Power Than You Think On Monetary Matters Joseph Wang the Fed guy explains why the federal government has powerful tools that can influence asset prices even without direct action from the Federal Reserve. From mortgage rates to market expectations Wang breaks down how political pressure policy levers and institutional influence shape financial conditions behind the scenes and why recent debates around the Fed shouldnt surprise anyone watching closely. #josephwang #fedguy #monetarymatters #jackfarley #federalreserve #fed #mortgagerates #macro #policy #markets #interestrates"
YouTube Link 2026-02-02T21:33Z 46.9K followers, [----] engagements
"Get Used To Higher Tariffs Libby Cantrill PIMCO Head of Public Policy 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. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true) tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill"
YouTube Link 2025-04-24T22:14Z 46.5K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing