Monetary Matters with Jack Farley
311 episodes — Page 1 of 7
Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
Oct 8, 202651 min
The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
Oct 6, 20261h 1m
Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk
Oct 1, 20261h 21m
Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA
Sep 30, 20261h 14m
The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC
Sep 27, 20261h 5m
Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
Sep 24, 202655 min
Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
Sep 23, 202653 min
Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
Sep 20, 20261h 12m
Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now
Sep 19, 20261h 7m
Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
Sep 16, 20261h 3m
Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital
Sep 13, 20261h 0m
Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
Sep 11, 20261h 13m
What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranjal Drall and Andrew Granato on How Private Equity Turned Life Insurance Into a Taxpayer Backstop
Sep 6, 20261h 17m
“I’m Insanely Bullish on Bonds” | Jared Dillian on Copper, Bonds, Semis, and The Awesome Portfolio
Sep 3, 202632 min
The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller
Aug 31, 20261h 1m
The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
Aug 26, 202656 min
Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bull Market | Warren Pies
Aug 26, 20261h 3m
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