Monetary Matters with Jack Farley

103 Folgen

1. Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities

   Vom: 26.3.2025
2. From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management

   Vom: 25.3.2025
3. A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies

   Vom: 23.3.2025
4. The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets

   Vom: 20.3.2025
5. Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk

   Vom: 19.3.2025
6. Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA

   Vom: 18.3.2025
7. “It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit

   Vom: 16.3.2025
8. Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon

   Vom: 14.3.2025
9. The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame

   Vom: 12.3.2025
10. The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds

    Vom: 11.3.2025
11. The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”

    Vom: 9.3.2025
12. The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data

    Vom: 8.3.2025
13. How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

    Vom: 5.3.2025
14. Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk

    Vom: 2.3.2025
15. Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

    Vom: 27.2.2025
16. Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber

    Vom: 23.2.2025
17. The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”

    Vom: 19.2.2025
18. The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index

    Vom: 18.2.2025
19. The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs

    Vom: 16.2.2025
20. What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB

    Vom: 12.2.2025