Podcast Episodes
Back to SearchThe Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
A stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why she thinks that recession is now the …
1 year, 6 months ago
The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital
Since Aristides Capital’s inception in August 2008, Chris Brown has returned over 1,000% for their investors with a stunning 16-year track record of …
1 year, 6 months ago
Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy
Andy Constan joins Monetary Matters to explain why he thinks financial markets are abnormal. With credit spreads extremely tight, the yield curve fla…
1 year, 6 months ago
Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
Jack is joined by George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc, and Joseph Wang, publisher at FedGuy.com and former se…
1 year, 6 months ago
The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo
Ask anyone and they will tell you it has never been harder to start a hedge fund. That’s why so many of the most successful launches of late have bee…
1 year, 6 months ago
Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks
Dr. Elham Saeidinezhad, Term Assistant Professor of Economics at Barnard College, Columbia University, and Market Structure Fellow, Jain Family Insti…
1 year, 6 months ago
S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued
Warren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isn’t overvalued and why he is recommending to clients an und…
1 year, 7 months ago
How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
Dan Rasmussen has built his firm Verdad Capital into a billion-dollar asset manager on the back of one core activity, producing high quality research…
1 year, 7 months ago
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing p…
1 year, 7 months ago
U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration
Veteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks the crowded long…
1 year, 7 months ago