Best Val Matthews Podcasts (2025)

1
Equity Market Strength is Masking a Recession | Mike Green 1:14:02

31m ago1:14:02

1:14:02

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, th…

1
Family Trauma & Boundaries: When Love Comes with Conditions 45:34

1d ago45:34

45:34

Family trauma runs deep — and sometimes, it echoes through generations. In this episode of Unwritten Chapters, I share a recent experience that reopened an old wound — a message from a family member that didn’t ask how I was, didn’t recognize what I’ve survived, but instead demanded justification. I’ve been here before — having to explain why I’m h…

1
The Fed Will Choose Inflation Over Recession | Vincent Deluard 57:49

3d ago57:49

57:49

Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are “cancelled.” He also discusses why he believes Trump’s MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil …

1
Yes, And/Yes, Andor (with guests Jack Lowden, Bryce Dallas Howard, Nick Mohammed & Orlando Bloom) 1:44:41

5d ago1:44:41

1:44:41

This week's episode of the Empire Podcast sees Chris Hewitt sit down in person with Deep Cover stars, Bryce Dallas Howard, Orlando Bloom, and Nick Mohammed, to talk about their experiences playing improvisers who go undercover as fake cops;[1:00:00 - 1:15:52 approx] and on Zoom with Tornado and Slow Horses star, Jack Lowden. [26:15 - 39:20 approx] …

1
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt 1:00:23

6d ago1:00:23

1:00:23

Zach Levitt, CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other People’s Money to discuss how he is standing up multi-manager platforms at just 25 years old by focusing on niche capacity constrained managers. Levitt discusses the benefits of combining uncorrelated capacity constrained strategies in a multi-manager platf…

1
Kyle MacLachlan And Mark Frost On Twin Peaks And David Lynch: An Empire Podcast Interview Special 58:00

6d ago58:00

58:00

Here's a damn fine special episode of the Empire Podcast for you to enjoy. We're in the grip of Twin Peaks fever all over again — the seminal David Lynch/Mark Frost TV show is being celebrated this Sunday (June 15th) at the BFI Southbank in London with a special 35mm print screening of the show's pilot, and if that weren't enough, every single epis…

1
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein 1:13:35

7d ago1:13:35

1:13:35

Matthew Klein, founder of The Overshoot and UN/BALANCED and co-author of Trade Wars Are Class Wars with Michael Pettis joins Monetary Matters to discuss what factors really lead to major trade and capital flow imbalances between countries. He argues that factors like income inequality, domestic economic policy and decisions being made at the corpor…

1
The Hidden Cost of Legal Immigration: Waiting Without Answers 43:14

8d ago43:14

43:14

Legal immigration shouldn’t feel like punishment — but for many, it does. In this episode of Unwritten Chapters, I explore the emotional toll of doing everything “by the book” and still being left in limbo. Inspired by the stories of legal immigrants caught in the shadows of ICE raids — and my own stalled Veterans Affairs claim — this episode sheds…

1
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs 1:33:12

10d ago1:33:12

1:33:12

This conversation was originally recorded for Julian Brigden’s research service, MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/ Julian Brigden of MI2 Partners and veteran macro trader Jonny Matthews of Super…

1
An Award-Losing Podcast (with guests Jai Courtney, Ian McShane, Dean DeBlois) 1:57:01

12d ago1:57:01

1:57:01

This week's episode of the freshly award-losing Empire Podcast sees the podteam lick their wounds after a demoralising defeat in the Best Podcast (Consumer) category at the BSMEs earlier in the week. How do they do this? By talking about movies, of course, as they discuss the week's news (a load of trailers, and a potential new James Cameron movie)…

1
What Investors Are Overlooking in AI & Semis | Val Zlatev 1:16:51

13d ago1:16:51

1:16:51

Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appreciate about the secular growth of AI and semiconductors. He also discusses why DeepSeek was so misunderstood, other aspects of the AI supply chain, th…

1
Soaring US Debt Burden & The Global Market Reset | Gerard Minack 1:32:18

14d ago1:32:18

1:32:18

To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios, factors like net debt, monetized debt, …

1
I was diagnosed with PTSD in 2017—last week, I used what I’ve learned to save a life. 38:25

15d ago38:25

38:25

PTSD nearly ended my life in 2017. Last week, I used my recovery to save someone else's. In this powerful episode for PTSD Awareness Month, I share my journey from diagnosis as a paramedic to real-world healing—culminating in a moment where my recovery truly came full circle. 🎧 What You’ll Hear: – My PTSD diagnosis and mental health crash in 2017 –…

1
Wade Eastwood On The Stunts Of Mission: Impossible — The Final Reckoning: An Empire Podcast Interview Special 41:20

16d ago41:20

41:20

Whether it's Tom Cruise risking his neck underwater, or above ground while clinging to the wing of a biplane, Mission: Impossible — The Final Reckoning is filled with stunts that might just turn your hair white. That's if you don't lose it completely. That's just one of the side effects discussed in this Empire Podcast interview special, as the fil…

1
American Exceptionalism was a Fiscal Facade | Marco Papic 1:06:24

17d ago1:06:24

1:06:24

Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for US assets, it will be the necessary shift to fiscal hawkishness that will drive the end of “American Exceptionalism” and outperformance of US markets. Papic also discusses his views on as shift towar…

1
Starting In The Middle (with guests Jesse Armstrong, Tim Key, Tom Basden & Carey Mulligan) 1:53:44

19d ago1:53:44

1:53:44

This week's episode of the Empire Podcast sees the podteam — Chris Hewitt, Helen O'Hara, James Dyer and Alex Godfrey — get to grips with the definition of in media res, as they discuss some of their favourite films that throw you right into the action. Elsewhere, they talk about the week's movie news, pay tribute to Empire's founding editor Barry M…

1
S8E199: AI Implications in Construction with Doug Vincent 1:03:14

19d ago1:03:14

1:03:14

Proudly sponsored by Deltek. In this episode of the Project Chatter podcast, hosts discuss the implications of AI in project management and construction. Doug Vincent shares insights on how AI can be demystified for clients, its potential in industry innovation, and the challenges faced in education regarding AI integration. The conversation explor…

1
Patient Value Investing and America’s Industrial Advantage | Bob Robotti 1:14:07

20d ago1:14:07

1:14:07

Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ year track record of S&P 500 outperformance. Here he joins Other People’s Money to discuss long-term value investing, why he likes to invest in companies perceived to be facing headwinds, and his view th…

1
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025 45:11

21d ago45:11

45:11

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/ Steve Hanke, author of “Making Money Work” and Professor of Applied Economics The Johns Hopkins University in Baltimore, joins Monetary Matters to share his thoughts on the anemic bank…

1
0.0 Beer Isn’t a Relapse: Sobriety Isn’t One-Size-Fits-All 26:33

23d ago26:33

26:33

If you drink 0.0 beer, you're not broken — and you haven't failed. In this episode of Unwritten Chapters, I speak from experience about the nuance of sobriety — including why I used 0.0 beer early in my recovery, why I’ve moved away from it, and why I still don’t believe it’s a relapse. Recovery is personal. It’s not a template. And if you’ve ever …

1
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare 37:39

24d ago37:39

37:39

Jason Furman, former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University, joins Monetary Matters to share his view of the Trump administration’s “three-legged stool” of tariffs, deregulation, …

1
Christopher McQuarrie on The Final Reckoning, Benicio del Toro & Michael Cera on The Phoenician Scheme, Tony Gilroy on Andor s2 (spoilers), and Cannes You Dig It? 1:58:45

26d ago1:58:45

1:58:45

This week's episode of the Empire Podcast sees Chris Hewitt mark the release of Mission: Impossible — The Final Reckoning by doing a non-spoiler, non-epic (less than 20 minutes!) chat with that film's director, the legendarily loquacious Christopher McQuarrie, [26:00 - 43:06 approx] and have a lovely natter with the stars of the new Wes Anderson fi…

1
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne 1:25:14

26d ago1:25:14

1:25:14

Nicolás Dujovne, CIO and founder of Tenac AssetManagement and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies, EM debt investing, and why even though the US’s failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it ri…

1
The Shameless Plug #3: Jurassic World Rebirth And Other Animals 39:22

27d ago39:22

39:22

The Shameless Plug — the show in which Chris Hewitt and Empire editor, Nick de Semlyen, sit down and talk you through the latest issue of Empire — is back for its third episode, folks. This one is dedicated to issue 441 of Empire (on sale now at all good, evil, and virtual newsagents), which features Jurassic World Rebirth on the cover, and Nick ta…

1
CBC Interview: Trauma, Service & the Honour That Changed Everything 8:59

29d ago8:59

8:59

In this episode of Unwritten Chapters, I re-release my CBC Daybreak interview with host Sarah Penton — a raw and reflective conversation recorded after I was awarded the King Charles III Coronation Medal. Though the honour was official, what we talk about here is much deeper: the real cost of service, the lifelong weight of trauma, and what it mean…

1
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion 1:43:54

29d ago1:43:54

1:43:54

Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon, founder and CEO of Prometheus Macro, returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry, mean reversion, and trend, and about how these three fac…

1
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci 1:25:12

1M ago1:25:12

1:25:12

Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics, joinsMonetary Matters to discuss his work at the IMF on the potential risks to theglobal financial system that the growth of private credit may pose. They alsodiscuss the affects that tariffs will have not just on the economy but thefunctioning of the financial system. Learn mo…

1
The Extraordinary Miss Flower: An Empire Podcast Interview Special 30:31

1M ago30:31

30:31

Iain Forsyth and Jane Pollard's The Extraordinary Miss Flower is part-concert film, part-performance art piece inspired by the life of its subject, a woman called Geraldine Flower. When she passed away a few years ago, her daughter Zoe discovered a number of letters, written over the years by suitors of Geraldine's, which painted a picture of a wil…

1
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets 1:04:57

1M ago1:04:57

1:04:57

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 argue…

1
Rosamund Pike & Matthew Rhys, Final Destination Bloodlines directors Zach Lipovsky and Adam B. Stein, Superman and Spelling Bees 1:38:49

1M ago1:38:49

1:38:49

This week's episode of the BSME Awards-nominated Empire Podcast had better not be the episode that the BSME Awards judging panel listens to ahead of voting, or our nomination might be rescinded. Which is to say, chaos reigns as Chris Hewitt returns — eventually, after being waylaid by a McQ&A — to the hosting chair, and is joined by Helen O'Hara, J…

1
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market 1:24:41

1M ago1:24:41

1:24:41

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 Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Ap…

1
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony 1:07:59

1M ago1:07:59

1:07:59

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/97803002…

1
Lily Gladstone & Kelly Marie Tran, Great Actor/Director Pairings, Tariffs and Teen Movies 1:39:12

1M ago1:39:12

1:39:12

It's another cracking episode of the (freshly award-nominated) Empire Podcast this week, folks, as Helen O'Hara slips into the hosting chair and tries to wrestle James Dyer and Alex Godfrey into shape as they talk about changeable movie titles, great actor/director pairings, Alex's favourite teen movies, the week's movie news including Donald Trump…

1
The Global Trade Reset Was Inevitable | George Magnus 1:20:38

1M ago1:20:38

1:20:38

George Magnus, famed economist and Associate at the China Centre Oxford, joins Monetary Matters to discuss how the global trade reset was inevitable because of unsustainable trade imbalances built up prior to the Trump administration. They also discuss the likelihood of tariffs being lowered and the relative strength of the US and China in trade ne…

1
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow 50:18

1M ago50:18

50:18

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. Recorde…

1
Mental Health, Grief, and Life After Trauma – Interview on The Last Show with David Cooper 24:10

1M ago24:10

24:10

In this special episode of Unwritten Chapters, I’m sharing a powerful conversation from the archives — my guest interview on The Last Show with David Cooper. As I take some time off to recover from illness, I wanted to bring you a previously aired episode that explores themes central to this podcast: mental health, PTSD, addiction recovery, grief, …

1
Getting Ready For A Protracted Bear Market | Last Bear Standing 1:06:48

1M ago1:06:48

1:06:48

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 …

1
SHOW ME HOW YOU DO IT WITH SOFIE WILLOX: Charles-Louis de Maere 16:13

1M ago16:13

16:13

SHOW ME HOW YOU DO IT is the new LDA VLOG and podcast brought to you by our friend, Sofie Willox. In each episode Sofie will interview an expert. These experts come from various domains within and surrounding L&D. Sofie interviews them on video. The videos will reside within the LDA community, but we wanted to nonetheless still share them and decid…

1
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy 53:16

2M ago53:16

53:16

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…

1
Wyatt Russell, David Harbour & Hannah John-Kamen, Paul Feig, Ryan Coogler, And It’s Episode 666 1:57:55

2M ago1:57:55

1:57:55

It had to happen: the Empire podcast has finally gone to hell — quite literally in this case, as this particular show is episode 666. Perhaps appropriately, James is in the driving seat for this one, embracing this demonically anointed episode to bring you such thematically-relevant discussions as a Mount Rushmore of movie Satans and an off-topic d…

1
How Hedge Funds Have Managed Market Turmoil with Jack and Max 57:18

2M ago57:18

57:18

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…

1
I Stayed Sober Without AA: 12 Things That Saved My Life 54:50

2M ago54:50

54:50

You don't have to follow the 12 steps to stay sober — sometimes, you have to create your own. In this episode of Unwritten Chapters, I reveal the 12 real-world strategies that helped me stay sober after rehab — without ever attending an AA meeting again. This is for anyone who feels lost outside the traditional recovery system. It's not about rejec…

1
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT) 46:14

2M ago46:14

46:14

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. S…

1
The Financial Sector Prepares for Recession | Marc Rubinstein 1:20:26

2M ago1:20:26

1:20:26

Marc Rubinstein, former hedge fund manager and author of NetInterest joins Monetary Matters to discuss how the financial sector ispreparing itself for the risks of a recession and how they are managing tariffuncertainty during this earnings season. Rubinstein touches on the different subsectors of the financial sector, like banks, non-banks, asset …

1
The Convergence Is Here (ft. Gareth Evans, Christian Gudegast, and Gavin O'Connor), And Mount Rushmoreapalooza 1:55:20

2M ago1:55:20

1:55:20

It was foretold by the Ancient Ones: The Convergence (or Gunvergence, if you will), the day on which three absolutely slamming action movies will be released at the same time in the UK (albeit on different formats), ushering in a new era of sweaty dad bods, car chases, and many scenes where people die in a hail of bullets. And that day is today, fo…

1
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital 50:42

2M ago50:42

50:42

Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Treval…

1
The Shameless Plug #2 — The June Issue 31:57

2M ago31:57

31:57

The Shameless Plug returns, folks, for a second glorious episode in which Chris Hewitt and Empire editor, Nick de Semlyen, sit down in the podbooth and tell you how (and why) the sausage is made. That sausage being the new issue of Empire, which is on sale now in all good, evil, and virtual newsagents. Our dynamic duo talk through the month's big c…

1
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration 55:18

2M ago55:18

55:18

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tar…

1
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap 1:11:27

2M ago1:11:27

1:11:27

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/ What happens to Private Credit in a slowdown? Are fears of tariffs overblown? Danny Moses of “The Big Short” renown joins Monetary Matters to share his views on these important issues …

1
Healing Means Letting Go — Even of Family 36:24

2M ago36:24

36:24

Episode Summary: In this raw and reflective episode of Unwritten Chapters, I open up about the complicated trauma that comes not from the battlefield, but from the living room. From family. From silence. As a veteran, former paramedic, and survivor of PTSD, I share a personal account of emotional abuse, gaslighting, and betrayal—specifically the ki…

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Val Matthews Podcasts

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