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PODCAST

Monetary Matters with Jack Farley

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

business investing

All Episodes

70:23

This Hedge Fund Trying to Become the Top Pod Shop in...

Monetary Matters with Jack Farley ·

2025/11/04

This Other People’s Money episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listenersAnatoly Crachilov, CEO and Co-Founder of Nickel Digital Asset Management, joins Other People’s Money to discuss why crypto is the perfect asset class for the multi-manager pod shop model. He also explains how Nickel is taking a “West Berlin”

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57:26

More Credit Problems, Mag 7 AI CapEX Continues, and...

Monetary Matters with Jack Farley ·

2025/11/02

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued onslaught of AI CapEx spending that many believe has entered bubble territory. Finally, they breakdown this week’s fed decision and why big changes to

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74:23

Joseph Wang: Fed Likely To Have To Expand Balance...

Monetary Matters with Jack Farley ·

2025/10/30

Joseph Wang, former senior trader for the New York Fed and author at FedGuy.com returns to Monetary Matters at a critical juncture to break down the October Fed meeting and the Fed's decision to stop reducing its balance sheet on December 1st and thereby end QT (Quantitative Tightening). Wang, a veteran of money markets, explains the stress he sees in repo markets and why he thinks the Fed has to go further and actually start expanding its balance sheet in order to inject enough liquidity to calm

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117:54

The Liquidity Divergence Between East and West |...

Monetary Matters with Jack Farley ·

2025/10/29

Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMattersMichael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that global central bank liquidity is deteriorating, led primarily by the Federal Reserve. Howell’s measure of Fed liquidity is weakening because the Fed’s

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56:54

Credit Concern is Overblown Argues Financials Hedge...

Monetary Matters with Jack Farley ·

2025/10/28

Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good performance is simply not enough to grow a successful hedge fund. Derek also discusses how he manages his mutual fund alongside his hedge fund and why he

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118:17

The Liquidity Divergence Between East and West |...

Monetary Matters with Jack Farley ·

2025/10/26

Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMattersMichael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that global central bank liquidity is deteriorating, led primarily by the Federal Reserve. Howell’s measure of Fed liquidity is weakening because the Fed’s

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42:20

The Core of Dollar Weakness | George Saravelos,...

Monetary Matters with Jack Farley ·

2025/10/22

George Saravelos, head of FX research at Deutsche Bank,joins Jack on Monetary Matters to go deep into the world of currency trading. Jack and George discuss central bank independence, emerging markets, carry positions, hedging, and more. George gives a clear and intelligent look at the often-opaque foreign exchange market and explains his views on it. Don’t miss this episode. Recorded on October 20, 2025. Follow Jack Farley on Twitter https://x.com/jackfarley96 Follow George on LinkedIn

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63:53

The Dollar’s Impossible Trifecta | Jon Turek on Why...

Monetary Matters with Jack Farley ·

2025/10/20

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world, reviews the situation in China, and shares his thoughts on the wild bull market in gold. Recorded on October 16, 2025. Follow

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37:32

Cockroaches in Credit? | Jack & Max on Zion’s Cali...

Monetary Matters with Jack Farley ·

2025/10/18

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the beginning of earnings season. Jack reviews a new credit flare-up in California’s commercial real estate (CRE) market that affected Zions Bancorporation and Western Alliance Bancorporation, before commenting on the very strong earnings from the large banks such as Bank of America and JPMorgan. Max and Jack then discuss

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36:18

Bringing Long/Short Hedge Fund Strategies to ETFs |...

Monetary Matters with Jack Farley ·

2025/10/16

This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to his hedge fund, he also runs the Militia Long/Short Equity ETF ($ORR) which since its inception in January 2025 has also beaten the S&P 500 running a similar but still distinct long/short strategy from the one he employs at his hedge fund. We discuss his unorthodox decision to launch the ETF when the

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75:17

What China is Really Doing With Its “Giant Surpluses”...

Monetary Matters with Jack Farley ·

2025/10/13

This episode of Monetary Matters is brought to you by VanEck.Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR), returns to Monetary Matters to share how China’s growing export dominance is squeezing the balance of payments position of the U.S., Europe, and many other countries as well

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61:36

Panic on Wall Street | First Brands’ Credit Shockwave...

Monetary Matters with Jack Farley ·

2025/10/11

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe react to the weakness in the credit markets upon the large (>$10 Billion) bankruptcy of First Brands and the banks and financial entities that have exposure to it, such as Jeffries, UBS, and others. They also discuss President Trump’s threat to raise tariffs on China substantially, which he later specified as 100%, which sent

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58:08

How Governments Can Actually Raise More Revenues |...

Monetary Matters with Jack Farley ·

2025/10/08

Richard J Murphy, a political economist, chartered accountant, tax reform advocate, and professor emeritus at the University of Sheffield, joins Jack on Monetary Matters to discuss tax reform, economic theory, inflation, deficits, central banking, and more. While the stock market has risen to record heights, there is an increasing uncertainty on the health of the economy. Richard gives his insights into how he believes that we can both increase the productivity of the economy and general welfare by

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64:19

The AI Capex Bubble, Gold & Silver on the Rise, and...

Monetary Matters with Jack Farley ·

2025/10/05

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing. Follow Jack Farley on Twitter

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55:45

Echoes of 2007 In Mushrooming Private Credit Boom? |...

Monetary Matters with Jack Farley ·

2025/10/01

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0feFollow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

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71:11

Doubting Goldilocks | Julian Brigden on Precious...

Monetary Matters with Jack Farley ·

2025/09/28

Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Julian Brigden of MI2 Partners and MacroCapture returns to Monetary Matters to update

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65:47

Top Crypto Fund of Funds on the Current Crypto Cycle,...

Monetary Matters with Jack Farley ·

2025/09/25

This Other People’s Money episode is brought to you by VanEck.Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jeremy Boynton and Zach Lindquist, managing partners at Pure Crypto, have built one of the best performing crypto fund of funds since their inception 2018. In this interview they discuss their view that the crypto market structure is being changed by ETFs and crypto

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51:54

Brace for More Volatile Electricity Markets |...

Monetary Matters with Jack Farley ·

2025/09/24

Imane Bakkar, Founder and Managing Director of Logarisk, joins Monetary Matters to discuss her most recent White Paper, “Weather Is No Small Talk.” She argues that the electricity grid and the financial system are becoming more weather dependent because of the rise of renewable power, AI, climate, and the increasing ownership of the grid by non-bank financial institutions (NBFIs). Recorded on September 9, 2025.Imane’s paper, “Weather Is No Small Talk”:

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46:30

Small Cap Season | Jack & Max on Fed Independence,...

Monetary Matters with Jack Farley ·

2025/09/19

This Monetary Matters episode is brought to you by Fiscal.ai.Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the September Fed meeting, threats to Federal Reserve Independence, and several stocks such as Acuren, Franco Nevada, and MSCI. Recorded on September 18, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast

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58:37

Outperforming the S&P 500 & Growing from One-Man Shop...

Monetary Matters with Jack Farley ·

2025/09/16

This Other People’s Money episode is brought to you by VanEck.Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Since launching Militia Capital in 2021, David Orr has crushed the S&P 500 and is up over 500% net of fees. In fact, during this period, he’s one of few managers to have set the S&P 500 as the hurdle rate for the fund to earn performance fees. In this interview Orr

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