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Monetary Matters with Jack Farley

Monetary Matters with Jack Farley

“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash

57 min•7 april 2025

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Om avsnittet

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

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

Follow David Kotok on Twitter https://x.com/DavidKotokGIC

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Fler avsnitt

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

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

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

9 nov.1 tim 5 min

Following the Private Credit Loan Books | Laks Ganapathi

8 nov.1 tim 5 min

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

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

4 nov.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

2 nov.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 nov.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)

28 okt.1 tim 4 min

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

27 okt.1 tim 8 min

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