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To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ What happens to Private Credit in a slowdown? Are fears of tariffs overblown? Danny Moses of “The Big Short” renown joins Monetary Matters to share his views on these important issues and more. Recorded April 17 2025. Follow Danny Moses on Twitter https://x.com/dmoses34 Follow Jack Farley on Twitter https://x.com/JackFarley96 Danny Moses’ podcast, On The Tape: https://open.spotify.com/show/1Bawg52xr2HpGeN36npyua Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:22 VanEck $OUNZ Pre-roll 04:26 U.S. Stock Market Is Overvalued 07:16 These Tariffs Cannot Stay In Place 16:43 Bank Earnings 21:42 Rise In Delinquencies In Some Commercial and Industrial Credit 23:50 VanEck $OUNZ Mid-roll 24:50 What Would A "Fire Sale" In Private Credit Look Like? 30:17 "Private Credit ETFs" 33:17 Alternative Asset Managers: "I'm Not A Buyer Yet" 38:42 Gold's Roaring Bull Market 45:51 Overall Market Views 49:17 If Tariffs Don't Relent, It Will Be "End Of World" 51:36 Foreign Stocks 56:20 The Counter Bull Case For U.S. Stocks #tariffs #investing #tradewar #stocks #inflationstrategies #trumptariffs #bonds #gold #bigshort #stockmarketcorrection