Monetary Matters with Jack Farley

103 Afleveringen

1. Citrini’s Top 25 Trades For 2025

   Gepubliceerd: 31-12-2024
2. Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

   Gepubliceerd: 29-12-2024
3. The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

   Gepubliceerd: 26-12-2024
4. From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

   Gepubliceerd: 23-12-2024
5. U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth

   Gepubliceerd: 19-12-2024
6. Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off

   Gepubliceerd: 18-12-2024
7. Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management

   Gepubliceerd: 17-12-2024
8. The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral

   Gepubliceerd: 15-12-2024
9. 20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster

   Gepubliceerd: 12-12-2024
10. Active Management Still Matters in Emerging Markets | Jamie Carter

    Gepubliceerd: 10-12-2024
11. Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe

    Gepubliceerd: 8-12-2024
12. The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

    Gepubliceerd: 4-12-2024
13. The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital

    Gepubliceerd: 3-12-2024
14. Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy

    Gepubliceerd: 1-12-2024
15. Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade

    Gepubliceerd: 27-11-2024
16. The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo

    Gepubliceerd: 27-11-2024
17. Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks

    Gepubliceerd: 24-11-2024
18. S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued

    Gepubliceerd: 20-11-2024
19. How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen

    Gepubliceerd: 19-11-2024
20. Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

    Gepubliceerd: 17-11-2024