Monetary Matters with Jack Farley

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Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders

dimanche 22 septembre 2024 • Durée 01:16:33

Kris Sidial, co-CIO of Ambrus Group, joins Monetary Matters to break down the conditions in volatility markets that exacerbated the sharp sell-off in early August, and explain why he thinks the risks embedded in the "short vol" trade have only gotten worse. Recorded on September 20, 2024. Follow Kris Sidial on Twitter https://x.com/Ksidiii Follow Jack Farley on Twitter https://x.com/JackFarley96

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Danielle DiMartino Booth: The Fed Is Still Behind The Curve

jeudi 19 septembre 2024 • Durée 59:33

Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/ Danielle DiMartino Booth, CEO and chief strategist of QI Research, joins Monetary Matters to share her views on the the Federal Reserve’s historic 50 basis point cut. Recorded shortly after Jay Powell’s press conference on September 18, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Danielle DiMartino Booth on Twitter https://x.com/DiMartinoBooth Danielle DiMartino Booth’s research service: https://quillintelligence.com/ Follow Jack Farley on Twitter https://x.com/JackFarley96

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Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market

mercredi 18 septembre 2024 • Durée 57:27

Joseph Wang, former senior trader for the New York Fed and publisher of FedGuy.com, joins Jack Farley as the first guest of Monetary Matters. Joseph shares his view on the Federal Reserve's historic double interest rate cut, and explains why he thinks the interest rate cuts could be quite bearish for the stock market. Filmed on September 18, just after Fed Chair Powell's press conference. Follow Joseph Wang on Twitter https://x.com/FedGuy12 Follow Jack Farley on Twitter https://x.com/JackFarley96 Joseph's latest piece, "When Big Cuts Are Bad": https://fedguy.com/when-big-cuts-are-bad/

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Introducing... Monetary Matters

mardi 17 septembre 2024 • Durée 00:52

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. First episode going out with Joseph Wang on September 18, shortly after the Federal Reserve begins its cutting rate cycle. Follow Jack on Twitter @JackFarley96

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Neil Dutta: This is What a Soft Landing Looks Like

mercredi 25 septembre 2024 • Durée 50:41

Neil Dutta, Head of Economic Research at Renaissance Macro Research, joins Monetary Matters to update his prior call that the US economy would not enter a recession. He explains why a soft landing is still his base case and why he thinks the Fed is properly positioned to engineer that outcome even if soft economic data forces them to cut rates more aggressively. Recorded on September 21, 2024. __ Learn more about Renaissance Macro Research: https://www.renmac.com Follow Renaissance Macro Research on Twitter https://x.com/RenMacLLC Follow Jack Farley on Twitter https://x.com/JackFarley96

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China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China

samedi 28 septembre 2024 • Durée 01:15:34

China’s central bank just shocked markets with several impressive sounding stimulus measures, causing the biggest one-week rally in Chinese stocks since 2008. But how effective is this stimulus actually going to be to the Chinese economy? Leland Miller, co-founder & CEO of China Beige Book, joins Monetary Matters to weigh on this very important issue. Leland says he thinks the rally in Chinese stocks could continue for up to two months but that the effect on the Chinese economy will be to stabilize rather than to stimulate. Recorded on September 27, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow China Beige Book on Twitter https://x.com/ChinaBeigeBook Follow Jack Farley on Twitter https://x.com/JackFarley96

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Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

mardi 1 octobre 2024 • Durée 01:13:53

Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds can be used to take advantage of the richness in bond volatility. Filmed on September 26, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Harley Bassman on Twitter https://x.com/ConvexityMaven Follow Jack Farley on Twitter https://x.com/JackFarley96 Learn more about Simplify https://www.simplify.us

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The Oil Market Has A Big Problem | Paul Sankey

vendredi 4 octobre 2024 • Durée 01:03:49

Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why he thinks the price of oil is headed to as low as $50 as millions of barrels of capacity come online in Guyana, the U.S., and elsewhere, and as Saudi Arabia begins to focus on market share once again. Recorded on October 4, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Paul Sankey on Twitter https://x.com/crudegusher Follow Jack Farley on Twitter https://x.com/JackFarley96 Financial Times article on Saudi desire to take back market share: https://www.ft.com/content/1d186f62-5941-4f9e-aef1-7d93a8a696cd

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Lyn Alden on China's Real Estate Implosion & Stock Market Rally

dimanche 6 octobre 2024 • Durée 01:18:47

Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the American economy because of the large amount of fiscal deficits the U.S government is running. Recorded on September 30, 2024. Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/ Follow Monetary Matters on: Apple Podcast: https://rb.gy/s5qfyh Spotify: https://rb.gy/x56dx5 YouTube: https://rb.gy/dpwxez Follow Lyn Alden on Twitter https://x.com/LynAldenContact Follow Jack Farley on Twitter: https://x.com/JackFarley96

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How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge

mercredi 9 octobre 2024 • Durée 53:12

SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You can write the question in the body of the review, or you can send your question to to info@monetary-matters.com alongside a screenshot of your review. Brian McCarthy of Macrolens LLC joins Jack Farley to argue that the tremendous Chinese stock market rally of the past three weeks is fueled by misunderstanding of Chinese economic policy. McCarthy argues that the fiscal stimulus from the Chinese government will be 1 - 2 Trillion Yuan, or ~300 Billion USD, which McCarthy estimates is nowhere near close enough to stimulate the flailing Chinese economy. Recorded the afternoon of October 8, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Brian McCarthy on Twitter https://x.com/briangobosox Follow Jack Farley on Twitter https://x.com/JackFarley96

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Monetary Matters with Jack Farley – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Monetary Matters with Jack Farley – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other99+

Amazon25

LinkedIn25

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other99+

Amazon25

LinkedIn25

Apple Podcasts

Spotify