Podcast Episodes

Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | 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 …

Published on 3 weeks, 5 days ago

The Era of AI Semiconductor CapEx | 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 Fa…

Published on 4 weeks ago

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

There’s no shortage of speculation about how AI will reshape the workforce, but one area where no …

Published on 1 month ago

Non-Bank Leverage & Financial Stability | 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 (SMH…

Published on 1 month ago

Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder

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 communi…

Published on 1 month, 1 week ago

“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree

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 1 month, 1 week ago

Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | 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 Jerome Powell…

Published on 1 month, 1 week ago

The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equ…

Published on 1 month, 2 weeks ago

Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)

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 1 month, 2 weeks ago

Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness

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 econom…

Published on 1 month, 3 weeks ago