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8min chapter
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
Monetary Matters with Jack Farley
Market Trends and Cautionary Investment Strategies
This chapter analyzes current market trends with a focus on the S&P 500's performance compared to earnings growth, forecasting a bearish outlook due to overextended stock prices. It also critiques the eurozone's monetary policy and explores the complexities of trading German bonds amidst inflationary pressures and interest rate volatility.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode