Monetary Matters with Jack Farley
By Jack Farley
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Episodes: 144
Description
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
| Episode | Date |
|---|---|
|
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market
|
Aug 12, 2025 |
|
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
|
Aug 08, 2025 |
|
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
|
Aug 05, 2025 |
|
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
|
Aug 03, 2025 |
|
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
|
Jul 31, 2025 |
|
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
|
Jul 30, 2025 |
|
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
|
Jul 27, 2025 |
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Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
|
Jul 23, 2025 |
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SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
|
Jul 22, 2025 |
|
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
|
Jul 20, 2025 |
|
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
|
Jul 15, 2025 |
|
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
|
Jul 13, 2025 |
|
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade
|
Jul 10, 2025 |
|
The Market Has Moved from Deflation to Debasement | Warren Pies
|
Jul 08, 2025 |
|
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed
|
Jul 06, 2025 |
|
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
|
Jul 02, 2025 |
|
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
|
Jul 01, 2025 |
|
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
|
Jun 29, 2025 |
|
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
|
Jun 26, 2025 |
|
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
|
Jun 22, 2025 |
|
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
|
Jun 18, 2025 |
|
Equity Market Strength is Masking a Recession | Mike Green
|
Jun 18, 2025 |
|
The Fed Will Choose Inflation Over Recession | Vincent Deluard
|
Jun 15, 2025 |
|
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
|
Jun 12, 2025 |
|
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein
|
Jun 11, 2025 |
|
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
|
Jun 08, 2025 |
|
What Investors Are Overlooking in AI & Semis | Val Zlatev
|
Jun 05, 2025 |
|
Soaring US Debt Burden & The Global Market Reset | Gerard Minack
|
Jun 04, 2025 |
|
American Exceptionalism was a Fiscal Facade | Marco Papic
|
Jun 01, 2025 |
|
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
|
May 29, 2025 |
|
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
|
May 28, 2025 |
|
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
|
May 25, 2025 |
|
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
|
May 23, 2025 |
|
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
|
May 20, 2025 |
|
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
|
May 17, 2025 |
|
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
|
May 16, 2025 |
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Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
|
May 14, 2025 |
|
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
|
May 12, 2025 |
|
The Global Trade Reset Was Inevitable | George Magnus
|
May 08, 2025 |
|
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow
|
May 07, 2025 |
|
Getting Ready For A Protracted Bear Market | Last Bear Standing
|
May 06, 2025 |
|
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
|
May 04, 2025 |
|
How Hedge Funds Have Managed Market Turmoil with Jack and Max
|
Apr 30, 2025 |
|
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
|
Apr 28, 2025 |
|
The Financial Sector Prepares for Recession | Marc Rubinstein
|
Apr 27, 2025 |
|
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
|
Apr 24, 2025 |
|
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
|
Apr 23, 2025 |
|
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap
|
Apr 22, 2025 |
|
Breaking The Dollar System | Freya Beamish
|
Apr 20, 2025 |
|
The World Is Dumping U.S. Assets | Julian Brigden
|
Apr 16, 2025 |
|
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital
|
Apr 15, 2025 |
|
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs
|
Apr 11, 2025 |
|
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
|
Apr 09, 2025 |
|
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition
|
Apr 08, 2025 |
|
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook
|
Apr 08, 2025 |
|
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market
|
Apr 07, 2025 |
|
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash
|
Apr 07, 2025 |
|
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs
|
Apr 05, 2025 |
|
Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)
|
Apr 03, 2025 |
|
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
|
Apr 02, 2025 |
|
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
|
Apr 01, 2025 |
|
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
|
Mar 26, 2025 |
|
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
|
Mar 25, 2025 |
|
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
|
Mar 23, 2025 |
|
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
|
Mar 20, 2025 |
|
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
|
Mar 19, 2025 |
|
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
|
Mar 18, 2025 |
|
“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
|
Mar 16, 2025 |
|
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
|
Mar 14, 2025 |
|
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
|
Mar 12, 2025 |
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The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
|
Mar 11, 2025 |
|
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
|
Mar 09, 2025 |
|
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
|
Mar 08, 2025 |
|
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
|
Mar 05, 2025 |
|
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
|
Mar 02, 2025 |
|
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
|
Feb 27, 2025 |
|
Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber
|
Feb 23, 2025 |
|
The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
|
Feb 19, 2025 |
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The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
|
Feb 18, 2025 |
|
The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs
|
Feb 16, 2025 |
|
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB
|
Feb 12, 2025 |
|
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
|
Feb 11, 2025 |
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“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
|
Feb 10, 2025 |
|
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
|
Feb 07, 2025 |
|
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
|
Feb 05, 2025 |
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2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
|
Feb 03, 2025 |
|
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
|
Jan 31, 2025 |
|
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
|
Jan 30, 2025 |
|
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
|
Jan 29, 2025 |
|
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
|
Jan 28, 2025 |
|
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
|
Jan 26, 2025 |
|
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
|
Jan 22, 2025 |
|
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors
|
Jan 21, 2025 |
|
Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets
|
Jan 19, 2025 |
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Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen
|
Jan 15, 2025 |
|
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value
|
Jan 14, 2025 |
|
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
|
Jan 13, 2025 |
|
Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime
|
Jan 10, 2025 |
|
S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025
|
Jan 09, 2025 |
|
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
|
Jan 07, 2025 |
|
Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave
|
Jan 05, 2025 |
|
Citrini’s Top 25 Trades For 2025
|
Dec 31, 2024 |
|
Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample
|
Dec 29, 2024 |
|
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
|
Dec 26, 2024 |
|
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
|
Dec 23, 2024 |
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U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth
|
Dec 19, 2024 |
|
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off
|
Dec 18, 2024 |
|
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
|
Dec 17, 2024 |
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The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral
|
Dec 15, 2024 |
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20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
|
Dec 12, 2024 |
|
Active Management Still Matters in Emerging Markets | Jamie Carter
|
Dec 10, 2024 |
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Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe
|
Dec 08, 2024 |
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The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
|
Dec 04, 2024 |
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The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital
|
Dec 03, 2024 |
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Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy
|
Dec 01, 2024 |
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Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
|
Nov 27, 2024 |
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The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo
|
Nov 27, 2024 |
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Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks
|
Nov 24, 2024 |
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S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued
|
Nov 20, 2024 |
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How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
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Nov 19, 2024 |
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Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
|
Nov 17, 2024 |
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U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration
|
Nov 13, 2024 |
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Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe
|
Nov 12, 2024 |
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Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds
|
Nov 10, 2024 |
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A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe
|
Nov 07, 2024 |
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Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max Wiethe
|
Nov 06, 2024 |
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The Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth Migration
|
Nov 03, 2024 |
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Is The Yield Curve’s Recession Signal Wrong?Jeff Snider
|
Oct 30, 2024 |
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To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe
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Oct 29, 2024 |
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Not Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price Bubble
|
Oct 28, 2024 |
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The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening
|
Oct 23, 2024 |
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Jim Rogers on China, Silver, and Timeless Investment Lessons
|
Oct 20, 2024 |
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Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher
|
Oct 16, 2024 |
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Jared Dillian: Private Equity Has Reached A Sentiment Top
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Oct 13, 2024 |
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How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge
|
Oct 09, 2024 |
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Lyn Alden on China's Real Estate Implosion & Stock Market Rally
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Oct 06, 2024 |
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The Oil Market Has A Big Problem | Paul Sankey
|
Oct 04, 2024 |
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Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession
|
Oct 01, 2024 |
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China Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of China
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Sep 28, 2024 |
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Neil Dutta: This is What a Soft Landing Looks Like
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Sep 25, 2024 |
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Kris Sidial: "Graveyard Day" Is In Store For Short Volatility Traders
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Sep 22, 2024 |
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Danielle DiMartino Booth: The Fed Is Still Behind The Curve
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Sep 19, 2024 |
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Joseph Wang: Fed Interest Rate Cuts Could Hurt The Stock Market
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Sep 18, 2024 |
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Introducing... Monetary Matters
|
Sep 17, 2024 |