
Jonny Matthews
Former portfolio manager at Brevan Howard and publisher of SuperMacro, a research service for institutional and retail investors.
Top 5 podcasts with Jonny Matthews
Ranked by the Snipd community

148 snips
Jun 8, 2025 • 1h 33min
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
Julian Brigden, co-founder of MI2 Partners, and Jonny Matthews, a veteran macro trader at SuperMacro, dive into global economic dynamics. They discuss the forces that are weakening sovereign bonds and the implications of fiscal policies on the U.S. dollar. The guests analyze how tariffs impact business investments and bond markets, along with the risks tied to foreign investments. They also touch on productivity growth, inflation trends in Europe, and shifts towards non-U.S. assets amidst rising insurance costs, offering insights for navigating a turbulent financial landscape.

26 snips
Aug 8, 2025 • 1h 14min
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
Jonny Matthews, a former portfolio manager at Brevan Howard and founder of the research service SuperMacro, discusses his evolving perspective on the U.S. economy. Initially a 'recession denier,' he is now noting signs of a slowdown that might resemble stagflation. The conversation delves into stagnant job growth, consumer spending challenges, and the Federal Reserve's cautious stance on interest rates. Matthews shares his bearish outlook on stocks and bonds, emphasizing the difficulty of timely trading decisions in an unpredictable market.

24 snips
Jan 8, 2025 • 60min
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
Jonny Matthews, a renowned portfolio manager with experience at Brevin Howard and Citigroup, shares his expertise on the economic landscape. He discusses the implications of Fed policy on rising bond yields and the resilience of the U.S. labor market. Matthews sheds light on the potential consequences of the Trump Administration's market strategies and offers insights into investment tactics for uncertain times, focusing on the intricate relationship between productivity, inflation, and economic growth.

10 snips
Mar 5, 2025 • 1h 11min
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
Jonny Matthews, a former partner at Brevan Howard and current portfolio manager at Fordham Capital, dives into the economic implications of tariffs, emphasizing their role in driving inflation and affecting growth. He discusses market trends, particularly the bearish outlook for the S&P 500, and the complex dynamics of currency markets, including the dollar-yen exchange rate. Matthews also highlights gold's increasing importance as a safe asset amid global uncertainties, making a case for cautious investment strategies in today's volatile landscape.

10 snips
Feb 7, 2025 • 1h
Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Jonny Matthews, Senior Portfolio Manager at Fortem Capital and creator of SuperMacro, shares his journey from engineering to finance and insights from his time at Salomon Brothers and Brevan Howard. He discusses the potential for low growth and high inflation in 2025, the challenges facing the S&P 500, and AI's impact on productivity and equity returns. Matthews also analyzes global economic conditions in Germany, Japan, and China while offering practical advice for aspiring finance professionals navigating today's complex market landscape.