x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

91:05

“This Is A Frothy Bubble” | Rob Arnott on Excessive...

Monetary Matters with Jack Farley ·

2025/09/15

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 Rob Arnott, founder and chairman of the board of Research Affiliates, joins Jack today for an in-depth conversation on AI, bubbles, asset allocation, weighting in index funds, and other topics. The record heights of today’s markets brought on from excitement in the AI

en

68:56

Why 900,000+ Jobs Just Got Penciled In To Disappear |...

Monetary Matters with Jack Farley ·

2025/09/12

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0feJack welcomes QI Research’s Danielle DiMartino Booth and Bloomberg Economics’ Chief U.S. Economist Anna Wong to interpret the Bureau of Labor Statistics’ (BLS) recent preliminary 911,000 downward revision to non-farm payrolls. Recorded September 11, 2025. Follow Danielle DiMartino Booth on Twitter https://x.com/DiMartinoBooth Follow Anna Wong on Twitter https://x.com/AnnaEconomist Follow Bloomberg Economics

en

78:00

Why Bonds Still Suck | Aahan Menon of Prometheus...

Monetary Matters with Jack Farley ·

2025/09/11

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 Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewform?usp=sharing&ouid=113485899782770300642 Aahan Menon of Prometheus Macro returns to Monetary Matters to explain why he still

en

51:44

Concentrated Investing in Small Caps at the...

Monetary Matters with Jack Farley ·

2025/09/09

This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academyRaj Shah and Cullen Rose of Stoic Point Capital Management join OPM for a specials double episode. In the first half we explore their view that we may be in for a repeat of the 2020 to 2021 new issuance cycle and how some of their favorite opportunities are still orphaned securities from that last cycle. They explain why small caps

en

64:53

The Era of AI Semiconductor CapEx | Angus Shillington...

Monetary Matters with Jack Farley ·

2025/09/07

This episode of Monetary Matters is a Sponsored Fireside Chat 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 The AI revolution has spurred a growth in capital expenditure on semiconductors the scale of which the world has never seen before. Today Jack explores this phenomenon in a sponsored Fireside Chat with VanEck’s Angus Shillington and Nick

en

58:19

How AI Tools Are Rapidly Disrupting the Investment...

Monetary Matters with Jack Farley ·

2025/09/03

Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy There’s no shortage of speculation about how AI will reshape the workforce, but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research and shifting the competitive landscape for fund managers and talent alike. In this interview with Brett Caughran, founder of buyside training academy

en

68:04

Non-Bank Leverage & Financial Stability | Financial...

Monetary Matters with Jack Farley ·

2025/08/31

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 John Schindler, General Secretary of the Financial Stability Board (FSB), joins Monetary Matters to discuss the rise of non-bank financial intermediation (NBFI), sometimes referred to as “shadow banking.” There are signs that NBFI leverage is growing and NBFI data is

en

92:14

Climbing the Hedge Fund Ladder: From Analyst to Hedge...

Monetary Matters with Jack Farley ·

2025/08/27

This episode is brought to you by Fundamental Edge, the leaders in buyside analyst training. Reserve your spot in their new AI Academy: https://www.fundamentedge.com/ai-academyIn the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations, but not all these anonymous profiles are made equal. @hfreflection is one of the most insightful anonymous members of the FinTwit community, especially when it comes to the business and

en

95:12

“Potemkin Village of Credit” | BankRegData’s Bill...

Monetary Matters with Jack Farley ·

2025/08/26

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 Bill Moreland of BankRegData joins Jack to share how many banks’ extensive use of loan modifications have caused reported delinquencies to appear lower than they might otherwise have been. While Moreland acknowledges that modifications play a vital role in securing

en

42:45

Breaking Down Powell’s Jackson Hole Speech, September...

Monetary Matters with Jack Farley ·

2025/08/22

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 break down Jerome Powell’s Jackson Hole speech that markets have interpreted as signaling rate cuts are coming in September, the Fed’s long-term reassessment of their policy framework for combatting inflation and maintaining full employment, and Chinese consumer lending fintech companies that Jack is bullish on. Fed

en

49:51

The Golden Age of Fundamental Commodities Trading...

Monetary Matters with Jack Farley ·

2025/08/19

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believes new market participants and structural undersupply have made the current environment for commodities trading so exciting. He also discusses how he’s

en

76:36

Biggest Trade Shock Since Civil War | Douglas Irwin...

Monetary Matters with Jack Farley ·

2025/08/18

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 Renowned trade historian Douglas Irwin joins Jack to compare the ongoing shifts in American trade policy to Smoot-Hawley tariff during the Great Depression and the McKinley-era tariffs of the late 19th century of which President Trump speaks so fondly. Irwin, the John

en

44:18

Wall Street is Crushing Main Street: Juxtaposing...

Monetary Matters with Jack Farley ·

2025/08/14

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 break down recent economic data on inflation and the labor market, the parade of positive earnings reports sending markets higher, and how this is representative of an economic expansion that is benefiting Wall Street while Main Street is left behind. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max

en

57:07

The ETFization of Private Credit | Leland Clemons on...

Monetary Matters with Jack Farley ·

2025/08/12

Leland Clemons, co-founder and CEO of BondBloxx, shares his view on where he thinks fixed-income ETFs are headed. He talks about the creation of the first private credit ETF (consisting of tranches of middle-market CLOs), the mechanics of ETF creation via authorized participants (APs), equity concentration risk, and increased specialization of fixed-income ETFs. Recorded August 8, 2025.Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast

en

74:03

Waiting For The Fat Pitch | “Recession Denier” Jonny...

Monetary Matters with Jack Farley ·

2025/08/08

For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06 For many Jonny Matthews, former PM at Brevan Howard and publisher of SuperMacro, has emphatically rejected the case for a recession in the U.S. Recent economic data is causing him to reevaluate his view. While he still calls himself a “recession denier,” Matthews now thinks a slowdown is already occurring in the U.S. that will *look* like stagflation in the fall. Whether it will actually be “real stagflation” is

en

57:36

Deep Engagement: A Banking Approach to Classical...

Monetary Matters with Jack Farley ·

2025/08/05

Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research and engagement with management to affect change without upsetting the apple cart. He discusses how this strategy has evolved from single name SPVs to the commingled strategy he has today, case studies like Nathan’s Famous Hot Dogs, and why this classical style resonates with investors. Follow Max on

en

81:35

The Speculation Phase Begins | Michael Howell on...

Monetary Matters with Jack Farley ·

2025/08/03

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 Michael Howell of Crossborder Capital returns to Monetary Matters to share a strategic update on his reading of the liquidity cycle. A weakening U.S. Dollar is allowing many central banks around the world to ease. With large amounts of monetary easing from China’s

en

45:36

Beyond the Fed | Jack & Max on FOMC, GDP, Earnings &...

Monetary Matters with Jack Farley ·

2025/07/31

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 break down today’s FOMC rate cut decision, this morning’s GDP report, recent tariff developments as major August deadlines approach, and the big earnings reports that are moving markets. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary Matters on:

en

54:24

Optimizing the Investment Business for Long-term...

Monetary Matters with Jack Farley ·

2025/07/30

David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit for his concentrated long-term investing style, how that long-term style affects his ability to use AI in the research process, and why it is important

en

82:50

A US Sovereign Debt Crisis is Bullish for the Dollar...

Monetary Matters with Jack Farley ·

2025/07/27

This Monetary Matters episode 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 Brent Johnson, CEO of Santiago Capital, joins Monetary Matters to discuss why he believes the idea that a US sovereign debt crisis could occur in a vacuum without spilling over into a global sovereign debt crisis is outlandish. He argues that because there would be

en

177 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...