The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
During most stock market sell-offs, the dollar tends to rise. Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains why he thinks the U.S. dollar will weaken as the stock market declines as a bubble in dollar assets is popped by new U.S. fiscal policy. Recorded on March 6, 2025.
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1:09:49
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
With a week of tough declines in U.S. stocks and the U.S. dollar, Jack welcomes business partner and host of “Other People’s Money” show Max Wiethe to talk the uncertainty that is driving markets lower. Jack explains why he is a relative bear on U.S. stocks against global equities, and why he is bullish on Chinese stocks. Max and Jack interpret the February labor market data which showed hiring had slowed, and Jack shares why he thinks the next few jobs reports will be weak because of the efforts to cut waste fraud and abuse from the Department of Government Efficiency (DOGE). Recorded the afternoon of March 7, 2025.
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49:27
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Recorded on March 4, 2025.
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1:11:29
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
Eric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27, 2025.
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1:27:10
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many that’s being done through investment platforms targeting their registered investment advisors. Alan Strauss, senior partner at Crystal Capital Partners, joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for RIAs and their clients by providing lower investment minimums, curated menus of top tier funds, and improved customization and investment “wrappers.”
Are you a buyside professional looking to fast track your career? Sign up for the Fundamental Edge Analyst Academy and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm
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Timestamps:
00:00 Intro
01:03 History of Fund of Funds
08:47 Early Alternatives Platforms
12:35 Who Invests on Alts Platforms
15:16 Customized Fund of Funds
19:26 Platform Fee Structures
20:46 What Types of Funds Thrive on Platforms
23:56 Fundamental Edge Analyst Academy
25:38 Smaller Fund Managers
27:01 What Gets a Fund Kicked Off Investment Platforms
29:59 The Rise of Private Market Investing
35:36 Newer Vintage Funds
39:10 how Do New Funds Got On Platforms
45:45 Sub Strategy Fund Trends
49:06 Advisor Influence on Fund Menus
53:07 Are Platforms Helping Smaller Fund Managers?
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