ACERCA DE ESTE EPISODIO
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world, reviews the situation in China, and shares his thoughts on the wild bull market in gold. Recorded on October 16, 2025.
Follow Jonathan Turek on Twitter https://x.com/jturek18
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
Inglés
Estados Unidos
TRANSCRIPCIÓN 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de Monetary Matters with Jack Farley.
OTROS EPISODIOS EN ESTE PODCAST
James Elbaor, Founder and Portfolio Manager at Marlton LLC joins OPM to discuss why the private credit boom is officially over. Elbaor explains how artificial intelligence is threatening the SaaS businesses that make up over half a trillion dollars of private credit exposure, while also detailing h…
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/
Crude tanker rates have exploded to more than $1 million per day on some Middle East Gulf to China voyages, roughly 25 time…
Ben Pouladian of BEP Research returns to Monetary Matters to break down who's winning and losing in AI right now, starting with Meta's Muse, the consumer agent he calls the "McDonald's version" of AI, and why he thinks its revenue will come mostly from ads rather than subscriptions, especially acro…
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here:
https://sarmayaetf.com/
Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast, returns to Monetary Matters t…
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here:
https://sarmayaetf.com/
Semiconductor earnings have roughly doubled this year, yet chip multiples have compressed and the stocks are still well off …
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Jack Farley, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
EDITAR
Gracias por ayudar a mantener actualizada la base de datos de podcasts.
