Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
29 episodes summarized
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Episodes (294)
Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame Long-End Yields
Aug 20, 2026
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Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue
Aug 18, 2026
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Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt"
Aug 16, 2026
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Milton Berg: I Have Evidence Market Has Likely Bottomed | Why Milton’s Long Semis, Korea, Nasdaq, and More (With Caveats), and Why He Thinks Gold has made a Multi-year Top
Aug 12, 2026
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Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas
Aug 7, 2026
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Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
Aug 4, 2026
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Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception
Aug 2, 2026
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Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay)
Jul 29, 2026
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Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis
Jul 28, 2026
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Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brooks
Jul 26, 2026
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Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Jul 22, 2026
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Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Shaky Loans, and Retirement System That Actually Does Have Run Risk (via Surrenders)
Jul 20, 2026
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Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Jul 16, 2026
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The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated
Jul 14, 2026
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Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Jul 7, 2026
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The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System
Jul 5, 2026
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The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors
Jul 4, 2026
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What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”
Jul 2, 2026
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Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Jun 30, 2026
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Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Jun 29, 2026
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Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus
Jun 24, 2026
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Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
Jun 21, 2026
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Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026
Jun 20, 2026
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The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
Jun 18, 2026
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Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
Jun 15, 2026
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America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)
Jun 10, 2026
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“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith
Jun 7, 2026
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The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Jun 6, 2026
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Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
May 31, 2026
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How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
May 26, 2026
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Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
May 25, 2026
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What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
May 24, 2026
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A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
May 17, 2026
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Why Andy Constan Says The AI Bubble is in Earnings, Not Price
May 16, 2026
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“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities
May 15, 2026
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Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
May 13, 2026
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Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
May 12, 2026
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Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting
May 10, 2026
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Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
May 6, 2026
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Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
May 4, 2026
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Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
May 1, 2026
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Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
May 1, 2026
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SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Apr 30, 2026
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From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
Apr 29, 2026
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“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
Apr 26, 2026
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Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
Apr 19, 2026
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Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
Apr 18, 2026
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Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
Apr 15, 2026
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"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
Apr 14, 2026
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"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
Apr 9, 2026
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