The Monetary Matters Network

Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, & More

Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage

Workers Are Disappearing As Demographics Age Around The World | Maria Vassalou

“Nothing Terrifies Chinese Policymakers More” | Former Chief U.S. Treasury Diplomat Jay Shambaugh

The Relentless Engine Powering India’s Next Decade | Andrei Stetsenko

From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou

Volatility Laundering Is What Investors Want, Actually | Andrew Beer

How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

"It's A Confidence Game": AI Financing Warning From Jim Chanos

In this episode of Monetary Matters, Jack Farley interviews Jim Chanos of Chanos & Company about his investment strategies and concerns regarding AI, data centers, and related companies. Chanos expresses skepticism towards data center companies and "Neo clouds," viewing them as low-margin, commodity businesses, and hig...

Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical)

In this episode of Monetary Matters, Jack Farley interviews Luke Gromen about the complex interplay between US economic policy, the bond market, and competition with China, particularly in the realm of AI. Gromen argues that the US faces a difficult choice between maintaining the real value of its bond market and resho...

How Directional Crypto Hedge Funds Are Evolving

Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland

Michael Pettis: China’s Consumption Crisis Is The World’s Crisis

In this episode of Monetary Matters, Jack Farley interviews Michael Pettis, a Senior Fellow at the Carnegie Endowment, about the imbalances in the Chinese economy and its impact on global trade. Pettis explains how China's high savings and low consumption rates lead to trade surpluses, which are then invested in Anglop...

Quant Phenom See Challenging Period For U.S. Equities | Aahan Menon

This Might Be As Good As It Gets For U.S. Stocks | Meb Faber

Breaking Down Michael Burry’s Big Nvidia Short Thesis

Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie

Inside the $12 Billion Bankruptcy That Has Wall Street Worried | Robert Smith of the Financial Times

The AI Trade Is Shifting: Why Investors Must "Avoid The Middle" | Dan Krausz

Is The AI Bubble Popping?