Monetary Matters with Jack Farley
Business

Monetary Matters with Jack Farley

by Jack Farley

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.

103 episodes
EN language
All Episodes
1
Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit
1:26:13 Mar 18, 2026
2
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
58:06 Mar 17, 2026
3
“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market
1:07:30 Mar 15, 2026
4
Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf
1:01:10 Mar 13, 2026
5
Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation
1:19:21 Mar 11, 2026
6
Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked
1:46:29 Mar 9, 2026
7
The Economic Effects of Technological Disruption & Artificial Intelligence | Nobel Laureate in Economics Peter Howitt
1:16:21 Mar 5, 2026
8
Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang
1:01:24 Mar 4, 2026
9
How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market
1:10:16 Mar 1, 2026
10
“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More
59:07 Feb 15, 2026
11
The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks
2:17:06 Feb 10, 2026
12
Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum
1:06:09 Feb 4, 2026
13
Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)
1:36:41 Feb 3, 2026
14
Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags
1:00:30 Feb 1, 2026
15
Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging
50:11 Jan 31, 2026
16
“Software Earnings Massacre” While Precious Metal Vol Explodes | Jack & Max on Silver, Fed Meeting, and Earnings
1:03:46 Jan 29, 2026
17
The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals That Matter in 2026 | Deiya Pernas
1:07:35 Jan 28, 2026
18
How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree
46:48 Jan 27, 2026
19
U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on Equity Valuations, AI Data Center Boom, and “Big Market Delusions”
59:14 Jan 25, 2026
20
Breaking Down the Precious Metals Bull Market, Natural Gas, Intel’s Disappointment, & the Small Cap Surge | Jack & Max
1:10:26 Jan 24, 2026
21
Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing Need, and Bull Case For Short-Term Rates
1:19:20 Jan 22, 2026
22
The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s Debt, Deflation, and “Industrial Policy 3.0”
1:17:55 Jan 18, 2026
23
Banks Under Fire From Executive Action | Jack & Max on Trump's Threatened 10% Credit Card Cap and How Executive Action Is Shaping Markets in Defense, Housing, Payments, Central Banking, and More
1:12:15 Jan 14, 2026
24
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
1:07:11 Jan 13, 2026
25
How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law
1:54:23 Jan 12, 2026
26
Why Venezuela Won’t Solve America’s Real Energy Crisis | Michael Kao on AI, Electrification, and the Natural Gas Bottleneck
1:03:04 Jan 11, 2026
27
The Global Bull Market: Examining the Dramatic Outperformance of Global Stocks vs. the US | Jack & Max
45:44 Jan 7, 2026
28
The Convexity Maven’s Biggest Macro Trades of 2026: Why Bonds, Gold, and Debasement Matter Again in 2026 | Harley Bassman
1:02:08 Jan 4, 2026
29
Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More
1:52:59 Dec 31, 2025
30
Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage
59:42 Dec 30, 2025
31
Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
1:22:06 Dec 29, 2025
32
China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
1:21:33 Dec 24, 2025
33
How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
1:19:52 Dec 21, 2025
34
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
1:07:03 Dec 20, 2025
35
Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck
57:01 Dec 18, 2025
36
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
59:16 Dec 17, 2025
37
The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
1:07:28 Dec 15, 2025
38
“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market
1:33:31 Dec 10, 2025
39
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
1:10:11 Dec 9, 2025
40
Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
59:00 Dec 8, 2025
41
China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
1:18:26 Nov 30, 2025
42
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
1:27:33 Nov 29, 2025
43
Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max
34:03 Nov 28, 2025
44
As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets
1:12:27 Nov 27, 2025
45
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
1:15:58 Nov 25, 2025
46
Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
1:02:29 Nov 24, 2025
47
The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market
1:21:35 Nov 23, 2025
48
Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies
41:00 Nov 21, 2025
49
AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble
1:31:28 Nov 19, 2025
50
Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerman CenterBook Partners
1:09:39 Nov 18, 2025
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