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By Jack Farley
5
4343 ratings
The podcast currently has 7 episodes available.
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
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Learn more about Simplify https://www.simplify.us
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
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.
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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
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
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
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/
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
The podcast currently has 7 episodes available.
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