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SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube from 4 to 5 PM ET Monday through Friday @M…
1 month, 3 weeks ago
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code M…
1 month, 3 weeks ago
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code M…
1 month, 3 weeks ago
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
Monetary Matters listeners can save 20% on their first-year subscription to Pernas Research: http://pernasresearch.com/monetarymatters
Software stoc…
2 months ago
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm
In this episode, banking specialist Chris Whalen joins Jack t…
2 months ago
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm
In this episode of Monetary Matters, Stanford University finan…
2 months ago
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs.
Pictet AI Enhanced US Equity ETF (PQUS):
https://etf.am.pict…
2 months ago
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs.
Pictet AI Enhanced US Equity ETF (PQUS):
https://etf.am.pict…
2 months, 1 week ago
Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid
This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code M…
2 months, 1 week ago
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):
https://etf.am.pict…
2 months, 1 week ago