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)
What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranj...
Monetary Matters with Jack Farley
“I’m Insanely Bullish on Bonds” | Jared Dillian on Copper, Bonds, Semis, and The...
Monetary Matters with Jack Farley
The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller
Monetary Matters with Jack Farley
The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and...
Monetary Matters with Jack Farley
Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bu...
Monetary Matters with Jack Farley
Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year o...
Monetary Matters with Jack Farley
Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame L...
Monetary Matters with Jack Farley
Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer S...
Monetary Matters with Jack Farley
Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilitie...
Monetary Matters with Jack Farley
Milton Berg: I Have Evidence Market Has Likely Bottomed | Why Milton’s Long Semi...
Monetary Matters with Jack Farley
Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean &...
Monetary Matters with Jack Farley
Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
Monetary Matters with Jack Farley
Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception
Monetary Matters with Jack Farley
Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, P...
Monetary Matters with Jack Farley
Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis
Monetary Matters with Jack Farley
Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brook...
Monetary Matters with Jack Farley
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (N...
Monetary Matters with Jack Farley
Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Sh...
Monetary Matters with Jack Farley
Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means E...
Monetary Matters with Jack Farley
The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why A...
Monetary Matters with Jack Farley
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha |...
Monetary Matters with Jack Farley
The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell D...
Monetary Matters with Jack Farley
The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate,...
Monetary Matters with Jack Farley
What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscale...
Monetary Matters with Jack Farley
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | J...
Monetary Matters with Jack Farley
Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Monetary Matters with Jack Farley
Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers...
Monetary Matters with Jack Farley
Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
Monetary Matters with Jack Farley
Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds,...
Monetary Matters with Jack Farley
The US Manufacturing and Electrification Megatrends Are Here and They’re Way Mor...
Monetary Matters with Jack Farley
Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran Wa...
Monetary Matters with Jack Farley
America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, He...
Monetary Matters with Jack Farley
“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Mat...
Monetary Matters with Jack Farley
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fr...
Monetary Matters with Jack Farley
Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearis...
Monetary Matters with Jack Farley
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) |...
Monetary Matters with Jack Farley
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Lar...
Monetary Matters with Jack Farley
What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
Monetary Matters with Jack Farley
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globall...
Monetary Matters with Jack Farley
Why Andy Constan Says The AI Bubble is in Earnings, Not Price
Monetary Matters with Jack Farley
“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Ma...
Monetary Matters with Jack Farley
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The...
Monetary Matters with Jack Farley
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Pr...
Monetary Matters with Jack Farley
Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually I...
Monetary Matters with Jack Farley
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Vola...
Monetary Matters with Jack Farley
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeystic...
Monetary Matters with Jack Farley
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’...
Monetary Matters with Jack Farley
Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to...
Monetary Matters with Jack Farley
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Monetary Matters with Jack Farley
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers |...
Monetary Matters with Jack Farley