Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
Sam Stovall, CFRA Research’s U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities, and offers several overweights and underweights of CFRA Research across the stock market. Recorded on June 25, 2025.Sam Stovall’s book, “The Seven Rules of Wall Street”: https://www.amazon.com/Seven-Rules-Wall-Street-Crash-Tested/dp/0071615172
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Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
Abdul Al-Asaad, CEO and co-founder of Basic Capital, joins Other People’s Money to discuss how Basic Capital is revolutionizing access to leverage for everyday Americans. He argues that American’s have far too much access to credit for the wrong use, consumption, and far too little access for positive uses like investing in assets that could change their financial future. He discusses how Basic Capital’s term financing works, why most of the capital you receive through Basic Capital is invested in private credit, and why he believes that for many people inaction is a bigger risk than taking a leveraged bet on stocks and bonds.
Learn more about Basic Capital: https://basiccapital.com
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Timestamps
00:00 Intro
00:52 Basic Capital Backlash
10:12 Leverage as General Purpose Tool
17:07 Risk in Leverage
20:13 Learning from the Kings of Leverage
25:42 Term Financing
31:46 Private Credit & S&P 500: How Basic Capital Invests
38:51 How Private Credit Works
44:44 Private Credit Hates Basic Capital
48:37 The Risk of Being Left Behind
56:02 Basic Capital Fees and 401k Investing
01:03:32 Building a New Credit Market
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Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
Joseph Cavatoni, senior market strategist at The World Gold Council, joins Jack to share the developments within the global gold market. Cavatoni shares findings from The World Gold Council’s recent report on central banks’ gold reserves, and he explains current demand trends across the world. He reviews the supply situation and tells Jack about the more mine-friendly permitting regime from the new U.S. administration. Recorded on June 23, 2025.World Gold Council’s Central Bank Gold Reserves Survey 2025: https://www.gold.org/goldhub/research/central-bank-gold-reserves-survey-2025
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The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, joins Monetary Matters to discuss how the healthcare sector, the strongest sector for job growth in the whole economy, could falter because of the proposed cuts to spending in the Big Beautiful Bill and potentially even tip the whole economy into a recession. He also discusses how important government spending is in propping up the healthcare industry, making it largely unaffected by the tools the Federal Reserve would likely use to combat a potential recession led by the healthcare sector.
Read more from Eric and try Bancreek’s data visualization tools: https://www.bancreek.com/blog
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The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
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Tian Yang, CEO of Variant Perception, returns to Monetary Matters to share his thoughts on global imbalances that have been building in the monetary system for decades. He shares what his data-driven approach indicates about the U.S. Dollar, global equities, and more. He also explains the challenges he sees ahead for U.S. homebuilding companies. Recorded June 19, 2025.
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