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Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
Jack welcomes Maria Vassalou, head of the Pictet Research Insti…
5 months, 3 weeks ago
China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
Jay Shambaugh, former Under Secretary of the Treasury for Inte…
5 months, 3 weeks ago
How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
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
6 months ago
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
In this episode of Monetary Matters, Jack sits down with Steve …
6 months ago
Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck
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…
6 months ago
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
This 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
Over the last 8 y…
6 months ago
The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
In this interview, Chanos breaks down why hosting GPUs is a com…
6 months ago
“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
Luke Gromen of Forrest For The Trees argues that the US is faci…
6 months, 1 week ago
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXMax
Sam Gaer, CIO o…
6 months, 1 week ago
Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
Erik Norland, Chief Economist at the CME Group, joins Jack Farl…
6 months, 1 week ago