Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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Episodes (299)
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Busi...
Monetary Matters with Jack Farley
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas |...
Monetary Matters with Jack Farley
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans...
Monetary Matters with Jack Farley
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Su...
Monetary Matters with Jack Farley
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tail...
Monetary Matters with Jack Farley
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations |...
Monetary Matters with Jack Farley
Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Ret...
Monetary Matters with Jack Farley
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenig...
Monetary Matters with Jack Farley
“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Mis...
Monetary Matters with Jack Farley
Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, P...
Monetary Matters with Jack Farley
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portf...
Monetary Matters with Jack Farley
The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi...
Monetary Matters with Jack Farley
How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert L...
Monetary Matters with Jack Farley
Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Qua...
Monetary Matters with Jack Farley
“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia M...
Monetary Matters with Jack Farley
A Fertilizer Crisis is Brewing (Quickly) | StoneX’s Josh Linville on How Iran Wa...
Monetary Matters with Jack Farley
“This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oi...
Monetary Matters with Jack Farley
“We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Pri...
Monetary Matters with Jack Farley
Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IP...
Monetary Matters with Jack Farley
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden...
Monetary Matters with Jack Farley
“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfec...
Monetary Matters with Jack Farley
Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Ma...
Monetary Matters with Jack Farley
Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagfla...
Monetary Matters with Jack Farley
Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity...
Monetary Matters with Jack Farley
The Economic Effects of Technological Disruption & Artificial Intelligence | Nob...
Monetary Matters with Jack Farley
Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a M...
Monetary Matters with Jack Farley
How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market
Monetary Matters with Jack Farley
“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificia...
Monetary Matters with Jack Farley
The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precio...
Monetary Matters with Jack Farley
Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot...
Monetary Matters with Jack Farley
Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma...
Monetary Matters with Jack Farley
Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Pr...
Monetary Matters with Jack Farley
Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Ke...
Monetary Matters with Jack Farley
“Software Earnings Massacre” While Precious Metal Vol Explodes | Jack & Max on S...
Monetary Matters with Jack Farley
The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals...
Monetary Matters with Jack Farley
How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon...
Monetary Matters with Jack Farley
U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on...
Monetary Matters with Jack Farley
Breaking Down the Precious Metals Bull Market, Natural Gas, Intel’s Disappointme...
Monetary Matters with Jack Farley
Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing...
Monetary Matters with Jack Farley
The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s D...
Monetary Matters with Jack Farley
Banks Under Fire From Executive Action | Jack & Max on Trump's Threatened 10% Cr...
Monetary Matters with Jack Farley
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution...
Monetary Matters with Jack Farley
How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Thr...
Monetary Matters with Jack Farley
Why Venezuela Won’t Solve America’s Real Energy Crisis | Michael Kao on AI, Elec...
Monetary Matters with Jack Farley
The Global Bull Market: Examining the Dramatic Outperformance of Global Stocks v...
Monetary Matters with Jack Farley
The Convexity Maven’s Biggest Macro Trades of 2026: Why Bonds, Gold, and Debasem...
Monetary Matters with Jack Farley
Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packag...
Monetary Matters with Jack Farley
Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Soci...
Monetary Matters with Jack Farley
Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technologi...
Monetary Matters with Jack Farley
China and the Reordering of World Trade | Former Under Secretary of the Treasury...
Monetary Matters with Jack Farley