Best Fundamental Asset Management Podcasts (2025)

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

2d 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 Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets 1:04:57

3d 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
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles 1:12:04

4d ago1:12:04

1:12:04

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscr…

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

5d 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
Rising Interest Rates Are Squeezing Commercial Real Estate Profits 44:47

6d ago44:47

44:47

The commercial real estate world is experiencing seismic shifts as developers struggle to make new projects pencil out in today's challenging economic environment. At the heart of this evolution is the drive-thru retail sector, where experts like Chris Hatch have spent decades perfecting the delicate balance between land costs, construction expense…

1
Tariffs Terminated 37:27

6d ago37:27

37:27

Join Moe and Javaid as they break down the resurgence of the stock market. Will this rally continue to new highs? Are we done with tariff implications? What about the overall economy? Listen now to find out the answers to these questions and more!By Compak Asset Management

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

7d 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
The Global Trade Reset Was Inevitable | George Magnus 1:20:38

11d 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
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? 1:18:35

11d ago1:18:35

1:18:35

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 🔻D…

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

12d 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
Avoid Budget Battles With Your Partner 31:05

13d ago31:05

31:05

Ever wonder why money arguments with your partner feel so much bigger than the actual dollars involved? Marriage and family therapist David Jones reveals the powerful emotional undercurrents that drive financial conflicts in relationships. Jones introduces a compelling metaphor: money disagreements are merely visible waves on the surface, while ben…

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

13d 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
Wait & See 37:01

14d ago37:01

37:01

Join Moe and Javaid as they discuss what's in store for the markets in May. The markets have recouped some of the losses since Liberation Day, will the upside momentum continue? What are interest rates and the Fed doing? What are some other market/economic considerations besides tariffs? Listen now to find out the answers to these questions and mor…

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

15d 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
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher 1:13:28

18d ago1:13:28

1:13:28

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…

1
Transparent Protection: How Buffered ETFs Change the Investment Game 33:16

20d ago33:16

33:16

The investment world has long been divided between growth-seeking equity exposure and safer, income-producing alternatives. But what if you could bridge this gap with a strategy that offers downside protection while maintaining meaningful upside potential? Enter buffered ETFs – innovative investment vehicles that are challenging traditional risk ma…

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

20d 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
Dollar Still Dominates 38:01

21d ago38:01

38:01

Join Moe and Javaid as they discuss the resurgence of the market since a "Tariff U-Turn". Will this rally last? What are some of the important events this week that could effect the markets? Listen now to find out the answers to these questions and more!By Compak Asset Management

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

21d 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

22d 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
Five Cyclically Adjusted Valuation Ratios 20:04

25d ago20:04

20:04

Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verb…

1
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis 1:08:03

25d ago1:08:03

1:08:03

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …

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

26d 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
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration 55:18

26d 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
Who Gets Your Stuff? The Documents That Speak When You No Longer Can 28:53

27d ago28:53

28:53

Your estate plan isn't complete when you sign those documents – it's just beginning. After working intensively with clients on estate planning this quarter, we've uncovered the critical gaps between having legal documents and having an effective estate plan that actually works when needed. Most people believe estate planning begins and ends with an…

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

27d 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
Tariff U-Turn Coming? 42:14

28d ago42:14

42:14

Join Moe and Javaid as they discuss the ongoing effects of tariff policy in the weeks following Liberation Day. Moe mentioned there would be more volatility ahead, how much more to go? What does the bond market signal to investors? Are there any historical events or data that are similar to what we are witnessing in the economy/markets? Listen now …

1
Breaking The Dollar System | Freya Beamish 1:11:47

29d ago1:11:47

1:11:47

Freya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar international monetary order. She estimates that U.S. and China will reach a deal lowering tariffs to ~30% levels and shares her views on bonds and gold. Recorded on April 14, 2025. Follow Freya Beamish on Twitt…

1
CAEE™ Ratio 18:55

1M ago18:55

18:55

Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ Ratio — Pate…

1
BFH , Credit card duopolies , retail stocks benefit? 23:14

1M ago23:14

23:14

Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …

1
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it? 1:12:44

1M ago1:12:44

1:12:44

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook…

1
The World Is Dumping U.S. Assets | Julian Brigden 1:35:02

1M ago1:35:02

1:35:02

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 Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home…

1
Portfolio Construction in a Volatile Market 52:18

1M ago52:18

52:18

The investment landscape is transforming before our eyes, and old paradigms simply won't cut it anymore. In this conversation with Paisley Nardini, we dive deep into what modern portfolio construction really means in today's volatile market environment. Paisley brings her institutional expertise to bear on questions every investor is asking: Is the…

1
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital 51:50

1M ago51:50

51:50

Måns Levin, CEO and co-founder of Ridge Capital, joins Other People’s Money, to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and insolation from tariff and trade war risks. Levin discusses the exceptional start Ridge Capital has had, both in terms of performance and asset raisin…

1
A Pause in Volatility 18:15

1M ago18:15

18:15

Join Moe as he discusses the calm after the storm; is there more volatility ahead? If so, how long will it persist? What is the bond market trying to tell us? How does diversification help with volatility? Listen now for key insights on these topics are more! Want to see the charts? Head over to Compak's YouTube, new episodes each week! Compak Mark…

1
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs 1:09:12

1M ago1:09:12

1:09:12

To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: vaneck.com/OUNZProspectus Learn more: vaneck.com/OUNZJack Lyn Alden of Lyn Alden Investment Strategy explains the connection between the capital and financial imbalances the U.S. has with the rest of the world and its trade imbalances which are under so much scrutiny by the c…

1
MacroVoices #475 Simon White: The Dawn of A New Financial Order 1:20:11

1M ago1:20:11

1:20:11

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign …

1
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook 56:24

1M ago56:24

56:24

Wayne Himelsein, CIO and founder of Logic Capital Advisors, joins Other People’s Money, to discuss how his hedge fund is built to profit when volatility spikes in moments just like this. Everybody wants to carry crash protection but if implemented improperly the cost of carrying hedges can bleed you dry. Finding innovative ways to solve this proble…

1
Ready to Take Control of Your Tax Situation? 30:14

1M ago30:14

30:14

The frustration is all too familiar—you're sitting with your tax professional in March, desperately asking what can be done to reduce your tax bill, only to hear those dreaded words: "It's too late." Explore the critical difference between tax filing and tax planning, revealing why waiting until tax season is a costly mistake. We explore the realit…

1
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition 54:10

1M ago54:10

54:10

Charles Gasparino, Fox Business Senior Correspondent, give color into the protectionist and moderate factions in the White House, and explains why he thinks that, President Trump is likely to reach a deal with major trading partners. Recorded April 8, 2025. Follow Charles Gasparino on Twitter https://x.com/CGasparino Follow Jack Farley on Twitter h…

1
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook 59:58

1M ago59:58

59:58

Tian Yang, CEO and head of research at Variant Perception, explains his view on a variety of assets on time horizons of tactical, cyclical, and structural duration. Recorded April 7, 2025. Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Jack Farley on Twitter https://x.com/JackFarley96 Variant Perception website: https://va…

1
Hold Tight Through Tariffs 42:06

1M ago42:06

42:06

Javaid is back! Join him and Moe as they discuss the aftermath of Liberation Day; is there more volatility? Are we closer to a top or closer to a bottom? Are international equities starting to become attractive? Listen now to get the latest!By Compak Asset Management

1
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market 44:31

1M ago44:31

44:31

Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiethe Other People’s Money Podcast on Twitter https://x.com/OPMpod Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxezBy Jack Farley

1
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash 56:38

1M ago56:38

56:38

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…

Podcasts Worth a Listen

Fundamental Asset Management Podcasts

Podcasts Worth a Listen

Quick Reference Guide