Best Msci Podcasts (2025)

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Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More 46:30

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20d ago46:30

46:30

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 Jack and Max break down the September Fed meeting, threats to Federal Reserve Independence, and several stocks such as Acuren, Franco Nevada, and MSCI. Recorded on September 18, 2025. Follow Jack Farley…

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Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat 1:01:36

18h ago1:01:36

1:01:36

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 Jack Farley & Max Wiethe react to the weakness in the credit markets upon the large (>$10 Billion) bankruptcy of First Brands and the banks and financial entities that have exposure to it, such as Jeffr…

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Paying the Price: Climate Costs Outpace Corporate Preparedness 12:31

14h ago12:31

12:31

As the planet continues to warm, physical climate risk is no longer an abstract future concern. It is financially material today. The question now is where those risks will materialize and how are companies prepared for those risks. We can help you find out - just by listening to this episode! Report discussed: https://www.msci.com/research-and-ins…

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Investment Trends in Focus: AI, Asset Allocation and Adaptation 36:57

11h ago36:57

36:57

The great wealth transition has arrived, and with it comes a new client base for wealth managers who demand personalization, tech-driven solutions and portfolios that reflect their values. April Rudin of The Rudin Group, join our own Govinda Quish and Dimtris Melas walk us through these shifts, along with a side trip into the global economic and ma…

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How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy 58:08

3d ago58:08

58:08

Richard J Murphy, a political economist, chartered accountant,tax reform advocate, and professor emeritus at the University of Sheffield,joins Jack on Monetary Matters to discuss tax reform, economic theory,inflation, deficits, central banking, and more. While the stock market hasrisen to record heights, there is an increasing uncertainty on the he…

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The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max 1:04:19

7d ago1:04:19

1:04:19

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 Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of th…

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Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive 55:45

11d ago55:45

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Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Patrick Perret-Green of PPG Macro is a veteran macro trader and analyst. He joins us today to share his concern over two recent high-profile bankr…

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Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar 1:11:11

14d ago1:11:11

1:11:11

Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fables…

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When Climate Hazards Collide 14:36

15d ago14:36

14:36

Climate change doesn’t just arrive one disaster at a time. It stacks crises on top of each other: drought followed by flood, heat followed by fire; shocks that turn small problems into big financial hits. In this episode, we talked about how compounding climate hazards are reshaping the bottled water industry, what a 2024 Nestlé scandal reveals abo…

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Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP 1:05:47

13d ago1:05:47

1:05:47

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jeremy Boynton and Zach Lindquist, managing partners at Pure Crypto, have built one of the best performing crypto fund of…

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Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids 51:54

18d ago51:54

51:54

Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewform?usp=sharing&ouid=113485899782770300642 Imane Bakkar, Founder and Managing Director of Logarisk, joins Monetary Matters to discuss her most recent White Paper, “Weather Is No Small Talk.” She argues that the electricity…

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How Company Ownership Shapes Performance 14:41

23d ago14:41

14:41

Controlled companies now outnumber widely held ones. New MSCI research shows that this market shift has significant implications for shareholder returns. Guest: Jonathan Ponder, MSCI ESG Research Host: Bentley Kaplan, MSCI ESG Research

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A Wealth of Opportunity 31:20

24d ago31:20

31:20

The great wealth transition has arrived, and with it comes a new client base for wealth managers who demand personalization, tech-driven solutions and portfolios that reflect their values. April Rudin of The Rudin Group, join our own Govinda Quish and Dimtris Melas walk us through these shifts, along with a side trip into the global economic and ma…

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Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital 58:37

26d ago58:37

58:37

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Since launching Militia Capital in 2021, David Orr has crushed the S&P 500 and is up over 500% net of fees. In fact, duri…

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“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing 1:31:05

23d ago1:31:05

1:31:05

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Rob Arnott, founder and chairman of the board of Research Affiliates, joins Jack today for an in-depth conversation on A…

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Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market 1:08:56

30d ago1:08:56

1:08:56

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes QI Research’s Danielle DiMartino Booth and Bloomberg Economics’ Chief U.S. Economist Anna Wong to interpret the Bureau of Labor Statistics’ (BLS) recent preliminary 911,000 downward revision to non-farm payrolls. Recorded September 11, 2025. Follow Da…

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The Portfolio Pie, Reimagined 27:21

1M ago27:21

27:21

Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. In this episode, Oleg Ruban, MSCI's Head of APAC Research, and Ian Patrick, Chief Investment Officer o…

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Sustainability Matters in the Bond Market 13:46

1M ago13:46

13:46

We already know there is a clear link between ESG ratings and the cost of capital. But the question remains: do ESG ratings matter for bonds and their credit spreads? Should fixed income investors care? Listen to this week’s episode to find out! Host: Mike Disabato, MSCI ESG Research Guest: Jakub Malich, MSCI ESG Research Link to paper discussed in…

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Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More 1:18:00

1M ago1:18:00

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This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4…

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Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management 51:44

1M ago51:44

51:44

This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academy Raj Shah and Cullen Rose of Stoic Point Capital Management join OPM for a specials double episode. In the first half we explore their view that we may be in for a repeat of the 2020 to 2021 ne…

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The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat) 1:04:53

1M ago1:04:53

1:04:53

This episode of Monetary Matters is a Sponsored Fireside Chat brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack The AI revolution has spurred a growth in capital expenditure on semiconductors the scale of w…

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How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon 58:19

1M ago58:19

58:19

Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy There’s no shortage of speculation about how AI will reshape the workforce, but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research …

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Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler 1:08:04

1M ago1:08:04

1:08:04

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack John Schindler, General Secretary of the Financial Stability Board (FSB), joins Monetary Matters to discuss the rise of …

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Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder 1:32:14

1M ago1:32:14

1:32:14

This episode is brought to you by Fundamental Edge, the leaders in buyside analyst training. Reserve your spot in their new AI Academy: https://www.fundamentedge.com/ai-academy In the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations, but not all these anonymous profiles ar…

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“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree 1:35:38

2M ago1:35:38

1:35:38

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Bill Moreland of BankRegData joins Jack to share how many banks’ extensive use of loan modifications have caused reporte…

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Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max 42:45

2M ago42:45

42:45

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 Jack Farley & Max Wiethe break down Jerome Powell’s Jackson Hole speech that markets have interpreted as signaling rate cuts are coming in September, the Fed’s long-term reassessment of their policy fra…

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Secondaries First: Accessing Innovation Before the IPO 33:48

2M ago33:48

33:48

The world's most innovative companies - leaders in AI, fintech, space tech and beyond - are staying private longer and growing bigger before going public. That means much of today's growth story is unfolding out of reach for many investors. In this episode MSCI's Mehdi Alighanbari, Caplight's Javier Avalos and Derek Yan of KraneShares discuss the f…

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The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception) 49:51

2M ago49:51

49:51

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believ…

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Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?) 1:17:02

2M ago1:17:02

1:17:02

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Renowned trade historian Douglas Irwin joins Jack to compare the ongoing shifts in American trade policy to Smoot-Hawley…

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Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness 44:18

2M ago44:18

44:18

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 Jack Farley & Max Wiethe break down recent economic data on inflation and the labor market, the parade of positive earnings reports sending markets higher, and how this is representative of an economic …

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The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market 57:07

2M ago57:07

57:07

Leland Clemons, co-founder and CEO of BondBloxx, shares his view on where he thinks fixed-income ETFs are headed. He talks about the creation of the first private credit ETF (consisting of tranches of middle-market CLOs), the mechanics of ETF creation via authorized participants (APs), equity concentration risk, and increased specialization of fixe…

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Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data 1:14:03

2M ago1:14:03

1:14:03

For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews, former PM at Brevan Howard and publisher of SuperMacro, has emphatically rejected the case for a recession in the U.S. Recent economic data is causing him to reevaluate his view. While he still calls himself a “recession denier,” Matthews n…

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Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments 57:36

2M ago57:36

57:36

Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research and engagement with management to affect change without upsetting the apple cart. He discusses how this strategy has evolved from single name SPVs to t…

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The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening 1:21:35

2M ago1:21:35

1:21:35

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Michael Howell of Crossborder Capital returns to Monetary Matters to share a strategic update on his reading of the liqu…

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What Sustainability Reporting Really Looks Like in 2025 24:08

2M ago24:08

24:08

As a new policy landscape emerges in North America, are companies scaling back on sustainability reporting? And will investors go with the flow? Join us as we look at live trends in company disclosures and where the 2025 proxy season is headed. Host: Bentley Kaplan, MSCI ESG Research Guests: Julia Morello & Jonathan Ponder, MSCI ESG Research…

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Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs 45:36

2M ago45:36

45:36

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 Jack Farley & Max Wiethe break down today’s FOMC rate cut decision, this morning’s GDP report, recent tariff developments as major August deadlines approach, and the big earnings reports that are moving …

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Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners 54:24

2M ago54:24

54:24

David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit…

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A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson 1:22:50

2M ago1:22:50

1:22:50

This Monetary Matters episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Brent Johnson, CEO of Santiago Capital, joins Monetary Matters to discuss why he believes the idea that a US sovereign debt…

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Trainee Excellence Spotlight: Quan Sun 27:13

3M ago27:13

27:13

A discussion of, "MagicalRsq-X: A cross-cohort transferable genotype imputation quality metric" with Quan Sun and host, Noha Sharafeldin, MBBCh, MSc, PhD.By ASHG Digital Programs

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Trainee Excellence Spotlight: Xueyang Pan, PhD 42:46

3M ago42:46

42:46

A discussion of, "De novo variants in FRYL are associated with developmental delay, intellectual disability, and dysmorphic features" with Xueyang Pan, PhD and hosts, Martin Breuss, PhD and Noha Sharafeldin, MBBCh, MSc, PhD.By ASHG Digital Programs

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Trainee Excellence Spotlight: Boxun Zhao 39:23

3M ago39:23

39:23

A discussion of, "Contribution and therapeutic implications of retroelement insertions in ataxia telangiectasia" with Boxun Zhao and hosts, Martin Breuss, PhD and Noha Sharafeldin, MBBCh, MSc, PhD.By ASHG Digital Programs

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What Flood Maps Miss 20:04

3M ago20:04

20:04

As the physical risks from climate change grow, so does our reliance on accurate maps to assess them. In this episode, we dig into the limitations of publicly available flood maps and explore how data and modeling in the marketplace have evolved - often surpassing the capabilities of standard public tools. Host: Mike Disabato, MSCI ESG Research Gue…

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Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit 59:18

3M ago59:18

59:18

Wayne Dahl, managing director and co-portfolio manager of Global Credit at Oaktree Capital Management, joins Monetary Matters to share his views on navigating the world of credit. With spreads low not just in high-yield, but also in bank loans, collateralized loan obligations (CLOs), and private credit, Dahl talks about where value is to be found d…

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SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital 47:48

3M ago47:48

47:48

Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the differences between SPACs and DeSPACs, common misconceptions about SPAC risk, and how 2025’s boom in SPAC issuance is a far cry from what we saw in 2021. Camhi also discusses the different strategies he…

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Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol 1:05:31

3M ago1:05:31

1:05:31

Volatility specialist Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast, joins Jack to share his view on volatility across assets. He explains why he thinks even though equity puts may be attractive for rainy day insurance, technically equity implied vol is very expensive relative to realized vol. While in Bitcoin …

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Sustainability and Fundamentals: 12 Years On 17:32

3M ago17:32

17:32

Let’s venture beyond the portfolio and into the engine room of company performance. In this episode, we explore how ESG Ratings relate to core business fundamentals like profitability, sales variability, and asset turnover. It’s a new piece of a much bigger picture that connects sustainability with financial performance. Host: Bentley Kaplan, MSCI …

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Investment Trends in Focus: Two Views on Public and Private Markets 37:10

3M ago37:10

37:10

After years of U.S. market dominance, the tide may be turning. MSCI's Ashley Lester and Axel Kilian reveal what they're hearing from global investors—from rising interest in Europe and Asia to growing concerns about currency risk and private equity liquidity. This mid-year check-in offers timely insights into how capital may be repositioning for wh…

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Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath 1:10:45

3M ago1:10:45

1:10:45

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jon Caplis, CEO and founder at PivotalPath joins Other People’s Money to discuss how underreporting of data by the top ti…

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The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne 1:10:27

3M ago1:10:27

1:10:27

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Citrini returns to Monetary Matters to review his “25 Trade Ideas” shared at year-end and to look forward to the next ph…

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Energy in the One Big Beautiful Bill Act 22:51

3M ago22:51

22:51

On July 4, the United States enacted the One Big Beautiful Bill Act, a sweeping tax-and-spending package containing some 35 provisions affecting the energy sector. Here, we highlight the most significant measures and examine how the legislation could reshape energy-investment decisions for both corporations and investors. Host: Mike Disabato, MSCI …