Monetary Matters with Jack Farley

• The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”

  This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack During most stock market sell-offs, the dollar tends to rise. Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains why he thinks the U.S. dollar will weaken as the stock market declines as a bubble in dollar assets is popped by new U.S. fiscal policy. Recorded on March 6, 2025. Follow VanEck on Twitter https://x.com/vaneck_us Follow Julian Brigden on Twitter 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

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  1:09:49
• The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data

  With a week of tough declines in U.S. stocks and the U.S. dollar, Jack welcomes business partner and host of “Other People’s Money” show Max Wiethe to talk the uncertainty that is driving markets lower. Jack explains why he is a relative bear on U.S. stocks against global equities, and why he is bullish on Chinese stocks. Max and Jack interpret the February labor market data which showed hiring had slowed, and Jack shares why he thinks the next few jobs reports will be weak because of the efforts to cut waste fraud and abuse from the Department of Government Efficiency (DOGE). Recorded the afternoon of March 7, 2025. Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Other People’s Money on:  Apple Podcast https://bit.ly/4e7QJ1M  Spotify https://bit.ly/3Yhaazi  YouTube https://bit.ly/3C63VXR Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

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  49:27
• How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

  This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Recorded on March 4, 2025. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jonny Matthews on Twitter https://x.com/super_macro 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

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  1:11:29
• Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk

  Eric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27, 2025. Follow Eric Wallerstein on Twitter https://x.com/ericwallerstein Follow Yardeni on Twitter https://x.com/yardeni 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

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  1:27:10
• Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

  Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many that’s being done through investment platforms targeting their registered investment advisors. Alan Strauss, senior partner at Crystal Capital Partners, joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for RIAs and their clients by providing lower investment minimums, curated menus of top tier funds, and improved customization and investment “wrappers.” Are you a buyside professional looking to fast track your career? Sign up for the Fundamental Edge Analyst Academy and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Learn more about Crystal Capital Partners: https://www.crystalfunds.com Follow Max Wiethe on Twitter: https://x.com/maxwiethe Timestamps: 00:00 Intro 01:03 History of Fund of Funds 08:47 Early Alternatives Platforms 12:35 Who Invests on Alts Platforms 15:16 Customized Fund of Funds 19:26 Platform Fee Structures 20:46 What Types of Funds Thrive on Platforms 23:56 Fundamental Edge Analyst Academy 25:38 Smaller Fund Managers 27:01 What Gets a Fund Kicked Off Investment Platforms 29:59 The Rise of Private Market Investing 35:36 Newer Vintage Funds 39:10 how Do New Funds Got On Platforms 45:45 Sub Strategy Fund Trends 49:06 Advisor Influence on Fund Menus 53:07 Are Platforms Helping Smaller Fund Managers?

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  54:31

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