Monetary Matters with Jack Farley

103 Folgen

1. Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

   Vom: 11.2.2025
2. “The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

   Vom: 10.2.2025
3. Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

   Vom: 7.2.2025
4. The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia

   Vom: 5.2.2025
5. 2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More

   Vom: 3.2.2025
6. Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)

   Vom: 31.1.2025
7. Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks

   Vom: 30.1.2025
8. January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race

   Vom: 29.1.2025
9. Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy

   Vom: 28.1.2025
10. How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake

    Vom: 26.1.2025
11. Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

    Vom: 22.1.2025
12. Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors

    Vom: 21.1.2025
13. Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets

    Vom: 19.1.2025
14. Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen

    Vom: 15.1.2025
15. Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

    Vom: 14.1.2025
16. How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction

    Vom: 13.1.2025
17. Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

    Vom: 10.1.2025
18. S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025

    Vom: 9.1.2025
19. The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

    Vom: 7.1.2025
20. Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

    Vom: 5.1.2025