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From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of 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_sour…
1 year, 2 months ago
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
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 ma…
1 year, 2 months ago
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Jim Bianco returns …
1 year, 3 months ago
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
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 v…
1 year, 3 months ago
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_sour…
1 year, 3 months ago
“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
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_sou…
1 year, 3 months ago
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
Recorded on March 13, 2025.
Follow Aahan Menon on Twitter https://x.com/AahanPrometheus
Follow Prometheus Macro on Twitter https://x.com/prometheusmacr…
1 year, 3 months ago
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Michael Howell of C…
1 year, 3 months ago
The Specialist Hedge Fund That Has Crushed the S&P 500 | 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_sour…
1 year, 3 months ago
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
During most stock m…
1 year, 3 months ago