The Monetary Matters Network

The Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

CapEx Bubble In Heart Of Stock Market | Dan Rasmussen on AI, PE, and “The Humble Investor”

Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

The Global Financial Stability Report Card | Rohit Goel on Emerging Markets & U.S. Dollar

Banking System’s 2025 Moment of Truth | “Bank Zhar” Rinschler on Credit, CRE REIT Pain + Much More

This podcast features an interview with Brad Rinschler, founder of Downrange Capital Management, focusing on his investment strategies in the banking sector. The conversation covers his successful short positions in five banks that went bankrupt in 2023, attributing their failures to interest rate risk and poor manage...

Tariffs To Reshape Global Economy & Tank Markets, Argues Former Fed Trader Joseph Wang

This interview podcast features a discussion between Jack Farley and Joseph Wang, an expert in central banking, about the potential impact of President Trump's tariff policies on the US economy and financial markets. Wang argues that the market misunderstands Trump's plan, which he believes involves significantly rais...

Solving for Investors’ Biggest Risks | Russell Clark on an Inverted Hedge Fund Model

Federal Reserve Unshaken by China AI Jitters | Jack Farley & Max Wiethe

Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy

This interview podcast features Mark Zandi, Chief Economist at Moody's Analytics, discussing the current US economy and potential threats. The conversation begins with Zandi's positive assessment of the economy's strength, crediting the Federal Reserve with a successful soft landing. However, he then highlights concer...

How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semis, & Music

Something Strange Is Going On In China's Financial Markets | Louis Vincent Gave

Trading Skill Isn’t Enough to Run a Hedge Fund (Here’s Why) | Benn Eifert of QVR Advisors

Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets

The Austrian Economics vs Modern Monetary Theory Showdown | Robert Murphy and Nathan Tankus

The Austrian Economics vs Modern Monetary Theory Showdown | Robert Murphy and Nathan Tankus

Dollar Squeeze Is Causing “Debt Spiral” In U.S. Bond Market, Argues Luke Gromen

Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

How The U.S. Borrows Money | Steve Hou on Bond Market Plumbing & Equity Index Construction

Market Tumbles On Rosy Jobs Data: Is Inflation Coming Back?

Violent Correction Imminent Before Stock Market Mania Resumes, Argues Mel Mattison