The Bull Market Isn't Over Yet—And the Best Returns May Still Be Ahead Charles Lemonides, CIO of ValueWorks LLC, has been managing money through multiple market cycles. When Jack Farley asks him…
Jack Farley — Podcast Appearances & AI Summaries
Jack Farley has appeared on 7 podcast episodes in our AI-summarized catalog, including Monetary Matters with Jack Farley. Every appearance below has a free 5-minute AI summary.
Episode appearances
7 Freddy Brick, a partner at Muddy Waters Capital, runs a metals and mining fund that operates with a surprising premise: he doesn't have a strong view on where metal prices are headed. Instead, his…
“I've had many arguments with people in the industry,” Robin Wigglesworth says of private credit, “and the nuance... I think it's a fantastic asset class. I think it's fantastic idea. I hope it…
Victor Haghani, a founding partner of Long-Term Capital Management, joins Jack Farley on Monetary Matters to argue that the stock market is no longer driven by fundamentals like earnings, but by…
In 1999, the guiding truth of the internet was that traffic was doubling every quarter. Companies built their business models on that assumption, and order books exploded. Then the real growth…
“You can’t get a Blackwell GPU on demand,” Warren Pies says, pointing to a proprietary data set that tracks cloud-computing availability across GPU vintages. The red line on his chart has gone…
Jim Bianco, president of Bianco Research, told Jack Farley that Jerome Powell’s decision to remain as Fed chair is a “giant mistake” — not because of monetary policy, but because of the explicitly…
Also appeared with
Try PodSized free
Three summaries free with no account, then five a month. Transcripts, chapter outlines and export are free too. Premium unlocks unlimited summaries, unlimited audio versions, AI chat, and CarPlay.
Start Free →