Podcast Episodes

The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market

Leland Clemons, co-founder and CEO of BondBloxx, shares his view on where he thinks fixed-income ETFs are headed. He talks about the creation of the first private credit ETF (consisting of tranches o…

Published on 1 month, 3 weeks ago

Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data

For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06

For many Jonny Matthews, former PM at Brevan Howard and publisher of SuperMacro, has emphatically rejected the ca…

Published on 1 month, 3 weeks ago

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research …

Published on 2 months ago

The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

This episode of Monetary Matters is brought to you by VanEck.

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Published on 2 months ago

Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs

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 today’s FOMC ra…

Published on 2 months ago

Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners

David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important fa…

Published on 2 months ago

A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson

This Monetary Matters episode 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 (SMHX…

Published on 2 months, 1 week ago

Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit

Wayne Dahl, managing director and co-portfolio manager of Global Credit at Oaktree Capital Management, joins Monetary Matters to share his views on navigating the world of credit. With spreads low no…

Published on 2 months, 1 week ago

SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital

Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the differences between SPACs and DeSPACs, common misco…

Published on 2 months, 1 week ago

Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol

Volatility specialist Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast, joins Jack to share his view on volatility across assets. He explains why he thinks even tho…

Published on 2 months, 2 weeks ago