Podcast Episodes
Back to SearchDr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample
With the end of year approaching and SOFR/IOR spreads widening, Darrell Duffie, renowned and prolific monetary scholar, joins Monetary Matters to sha…
1 year, 5 months ago
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
Having raised over $450m in less than 6 months, Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of $FCTE, has had one of the most su…
1 year, 5 months ago
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below.…
1 year, 5 months ago
U.S. Recession To Be Revealed By January 2025 “Data Bomb” | 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 meeti…
1 year, 6 months ago
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off
Jack welcomes Max Wiethe, business partner and host of Other People’s Money podcast, to break down December’s Federal Reserve meeting. Jack shares wh…
1 year, 6 months ago
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
Noel Smith, founder of Convex Asset Management has spent most of his career outside of the world of managing other people’s money. Instead, he traded…
1 year, 6 months ago
The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral
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 …
1 year, 6 months ago
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below.…
1 year, 6 months ago
Active Management Still Matters in Emerging Markets | 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 investm…
1 year, 6 months ago
Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe
Jack Farley welcomes Max Wiethe, his business partner and host of the Other People’s Money podcast, for a conversation about the job market, the stoc…
1 year, 6 months ago