Monetary Matters with Jack Farley
294 episodes — Page 1 of 6
Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year of the Banker” | High Yield Harry
Aug 24, 202657 min
Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame Long-End Yields
Aug 20, 20261h 28m
Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue
Aug 18, 20261h 1m
Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt"
Aug 16, 20261h 5m
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, 20261h 23m
Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas
Aug 7, 20261h 11m
Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
Aug 4, 20261h 31m
Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception
Aug 2, 20261h 5m
Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay)
Jul 29, 20261h 3m
Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis
Jul 28, 20261h 8m
Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brooks
Jul 26, 202646 min
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Jul 22, 20261h 5m
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, 20261h 14m
Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Jul 16, 20261h 16m
The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated
Jul 14, 20261h 27m
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Jul 7, 202659 min
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, 20261h 3m
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, 202654 min
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, 20261h 6m
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Jun 30, 202651 min
Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Jun 29, 202654 min
Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus
Jun 24, 202647 min
Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
Jun 21, 20261h 10m
Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Data Centers, Neoclouds, and Data Centers | MacroMinds Symposium 2026
Jun 20, 202655 min
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
Jun 18, 20261h 19m
Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
Jun 15, 20261h 5m
America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)
Jun 10, 202629 min
“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith
Jun 7, 20261h 8m
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Jun 6, 20261h 8m
Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
May 31, 20261h 18m
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
May 26, 20261h 0m
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
May 25, 20261h 8m
What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
May 24, 20261h 12m
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
May 17, 20261h 16m
Why Andy Constan Says The AI Bubble is in Earnings, Not Price
May 16, 202633 min
“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, 202659 min
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
May 13, 202650 min
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
May 12, 20261h 2m
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, 202638 min
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
May 6, 20261h 0m
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
May 4, 20261h 10m
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
May 1, 20261h 22m
Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
May 1, 202641 min
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Apr 30, 202646 min
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
Apr 29, 20261h 1m
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
Apr 26, 20261h 10m
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
Apr 19, 20261h 1m
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
Apr 18, 202653 min
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
Apr 15, 20261h 30m
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
Apr 14, 20261h 10m