Podcast Episodes

Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne

Nicolás Dujovne, CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution …

1 year ago

The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion

Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters

Aahan Menon, founder and CEO…

1 year, 1 month ago

Is Private Credit a Systemic Risk? (A Regulator’s 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 …

1 year, 1 month ago

The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets

David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the Fl…

1 year, 1 month ago

Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market

Milton Berg, pioneer in technical market data analysis, explains why he thinks early April was a turning point in the U.S. stock market and why the s…

1 year, 1 month ago

Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus

Learn more: https://www.vaneck.com/OU…

1 year, 1 month ago

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…

1 year, 1 month ago

Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow

Jack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the centra…

1 year, 1 month ago

Getting Ready For A Protracted Bear Market | Last Bear Standing

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 thi…

1 year, 1 month ago

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 fin…

1 year, 1 month ago