Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Notable Guests
Episodes (299)
How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei...
Monetary Matters with Jack Farley
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices...
Monetary Matters with Jack Farley
Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Launderin...
Monetary Matters with Jack Farley
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark...
Monetary Matters with Jack Farley
The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU...
Monetary Matters with Jack Farley
“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and R...
Monetary Matters with Jack Farley
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq...
Monetary Matters with Jack Farley
Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Pr...
Monetary Matters with Jack Farley
China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial O...
Monetary Matters with Jack Farley
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money...
Monetary Matters with Jack Farley
Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss...
Monetary Matters with Jack Farley
As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and E...
Monetary Matters with Jack Farley
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC M...
Monetary Matters with Jack Farley
Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the...
Monetary Matters with Jack Farley
The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three...
Monetary Matters with Jack Farley
Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, a...
Monetary Matters with Jack Farley
AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, D...
Monetary Matters with Jack Farley
Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerma...
Monetary Matters with Jack Farley
The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage...
Monetary Matters with Jack Farley
The Case For S&P 10,000 by 2027 | Erik YWR on Global Economic Boom, Why Soaring...
Monetary Matters with Jack Farley
Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein
Monetary Matters with Jack Farley
Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility,...
Monetary Matters with Jack Farley
Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor...
Monetary Matters with Jack Farley
This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Mu...
Monetary Matters with Jack Farley
More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack &...
Monetary Matters with Jack Farley
Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control...
Monetary Matters with Jack Farley
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating...
Monetary Matters with Jack Farley
Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P...
Monetary Matters with Jack Farley
The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Resea...
Monetary Matters with Jack Farley
The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Incre...
Monetary Matters with Jack Farley
Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earni...
Monetary Matters with Jack Farley
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
Monetary Matters with Jack Farley
What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s E...
Monetary Matters with Jack Farley
Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tarif...
Monetary Matters with Jack Farley
How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murph...
Monetary Matters with Jack Farley
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack...
Monetary Matters with Jack Farley
Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tri...
Monetary Matters with Jack Farley
Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and t...
Monetary Matters with Jack Farley
Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure...
Monetary Matters with Jack Farley
Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather...
Monetary Matters with Jack Farley
Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI,...
Monetary Matters with Jack Farley
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fun...
Monetary Matters with Jack Farley
“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinvent...
Monetary Matters with Jack Farley
Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMar...
Monetary Matters with Jack Farley
Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact o...
Monetary Matters with Jack Farley
Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Co...
Monetary Matters with Jack Farley
The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Ch...
Monetary Matters with Jack Farley
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & D...
Monetary Matters with Jack Farley
Non-Bank Leverage & Financial Stability | Financial Stability Board General Secr...
Monetary Matters with Jack Farley
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
Monetary Matters with Jack Farley