David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the Flu: Parsing Pandemic Economic Shocks.” Kotok cites data over millennia to show that pandemics typically cause natural real interest rates to decline, and productivity and inequality to rise. Kotok argues that we must prepare for the next pandemic and shares his view on the origin of the COVID virus. Part II of an interview recorded on April 4, 2025, with the first part having aired on April 7, 2025. 

David Kotok’s book, “The Fed and the Flu: Parsing Pandemic Economic Shocks”: 

https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic-ebook/dp/B0DCK1ZHJT

Paper, “Longer-Run Economic Consequences of Pandemics”: https://www.nber.org/system/files/working_papers/w26934/w26934.pdf

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Milton Berg, pioneer in technical market data analysis, explains why he thinks early April was a turning point in the U.S. stock market and why the stock market is likely headed higher. Recorded May 13, 2025

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To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus

Learn more: https://www.vaneck.com/OUNZJack/overview/

Ken Rogoff’s new book on the U.S. Dollar on Amazon: https://www.amazon.com/Our-Dollar-Your-Problem-Turbulent/dp/0300275315

On Publisher’s site: https://yalebooks.yale.edu/book/9780300275315/our-dollar-your-problem/

Ken Rogoff, renowned economist and author of “Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance, and the Road Ahead” traces the development of the U.S. Dollar’s rise to world dominance, and he connects it with the trade and capital imbalances that have recently motivated large tariff actions from the United States. Rogoff argues that he thinks the Trump tariff policy through April 30 2025 was somewhat “dumb” but that there is a chance that 10 years from now Trump will be viewed as having been right. Recorded April 30, 2025. 

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Jack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes, tariff front running, and China’s recent monetary stimulus. Recorded May 7, 2025.

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Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe

Last Bear Standing joins Monetary Matters to explain why he thinks subpar equity returns are likely. In his words, “ The market’s current decline is not a correction, a bump in the road, or a dip to be bought. We have entered a protracted bear market.” Recorded on May 1, 2025.

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“The Matador”: https://substack.com/@thelastbearstanding/p-162490853

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Kara Murphy, CIO of Kestra Investment Management, joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach, and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock market. Recorded on May 2, 2025.

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The first 4 months of 2025 have been highly volatile hurting both equity and fixed income investors alike, but how has the “smart money” faired in this environment? Jack and Max breakdown the performance of hedge funds in Q1 and April of 2025 with data from Citco Fund Services and HFRI. They also discuss the recent moves by Yale and Harvard to sell some of their private equity stakes and other indicators that might signal trouble ahead for PE as an asset class.

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Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe

Learn more about Teucrium’s Model Commodity Portfolio: https://insights.teucrium.com/commodities1subscribe

Golden Grain Cycle: https://insights.teucrium.com/golden-grain-cycle

This Fireside Chat is a sponsored conversation with the CEO of Teucrium, Sal Gilbertie. Sal’s company offers access to agricultural commodities such as corn ($CORN), soybeans ($SOYB), wheat ($WEAT), sugar, as well as broad commodity indices ($TAGS & $TILL) and 2x levered Ripple ($XXRP). 

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Marc Rubinstein, former hedge fund manager and author of Net