Sveriges mest populära poddar
Monetary Matters with Jack Farley
Monetary Matters with Jack Farley

End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy

53 min•4 maj 2025
Logga in för att spara

Om avsnittet

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.


Follow Kara Murphy on LinkedIn https://www.linkedin.com/in/moneywithmurphy/

Follow Jack Farley on Twitter https://x.com/JackFarley96


Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez


Fler avsnitt

Visa alla avsnitt av Monetary Matters with Jack Farley

The Case for Public Markets | Cromwell Coulson on Small-Cap Capital Formation, Disclosure, and SEC Offering Reform

53 min

Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

55 min

Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

1 tim 5 min

Following the Private Credit Loan Books | Laks Ganapathi

1 tim 5 min

Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

56 min

Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

1 tim 3 min

Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets

1 tim 29 min

The Fed Better Have AI's Back Or There Will Be Problems | Dan Krausz on “Liquidity Trap Door” In AI Infrastructure and Why Policymakers Are Inclined to Support Financial Conditions

1 tim 17 min

Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)

1 tim 4 min

The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneX

1 tim 8 min

Monetary Matters with Jack Farley med Jack Farley finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.