Monetary Matters with Jack Farley

The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion

Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci

The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets

Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market

Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony

The Global Trade Reset Was Inevitable | George Magnus

Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow

Getting Ready For A Protracted Bear Market | Last Bear Standing

End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy

How Hedge Funds Have Managed Market Turmoil with Jack and Max

Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)

The Financial Sector Prepares for Recession | Marc Rubinstein

Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital

Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration

Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap

Breaking The Dollar System | Freya Beamish

The World Is Dumping U.S. Assets | Julian Brigden

Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital

Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs

This episode explores the intricate connection between global capital and trade imbalances, particularly focusing on the impact of the Trump administration's tariffs. Against the backdrop of a rapidly changing market reacting to these tariffs, Lyn Alden, an expert in investment strategy, connects the long-standing glo...

When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook