Podcast Episodes

The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | 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 react to the lack of emp…

Published on 11 hours ago

Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe

Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro

Follow Jack Farley on Twitter https://x.com/JackFar…

Published on 4 days, 11 hours ago

Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar

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 Monetar…

Published on 1 week ago

Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP

This Other People’s Money episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax

Learn more about the VanEck Fabless Semiconductor ETF (S…

Published on 1 week, 3 days ago

Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids

Take the Monetary Matters poll:

https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewform?usp=sharing&ouid=113485899782770300642

Imane Bakkar, Founder and …

Published on 1 week, 4 days ago

Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More

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 and Max break down the September Fed meeting…

Published on 2 weeks, 2 days ago

Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital

This Other People’s Money episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax

Learn more about the VanEck Fabless Semiconductor ETF (S…

Published on 2 weeks, 5 days ago

“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing

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 (SMH…

Published on 2 weeks, 6 days ago

Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe

Jack welcomes QI Research’s Danielle DiMartino Booth and Bloomberg Economics’ Chief U.S. Economist Anna Wong to i…

Published on 3 weeks, 2 days ago

Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

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 (S…

Published on 3 weeks, 3 days ago