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.
Episodes (20)
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
1h 1m3/31/2026
“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario
2h 34m4/4/2026
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
1h 9m4/7/2026
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
1h 2m4/9/2026
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
1h 10m4/14/2026
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
1h 30m4/15/2026
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
53m4/18/2026
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
1h 1m4/19/2026
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
1h 10m4/26/2026
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
1h 1m4/29/2026
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
46m4/30/2026
Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
41m5/1/2026
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
1h 22m5/1/2026
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
1h 10m5/4/2026
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
1h 0m5/6/2026
Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting
38m5/10/2026
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
50m5/13/2026
“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities
59m5/15/2026
Why Andy Constan Says The AI Bubble is in Earnings, Not Price
33m5/16/2026
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
1h 16m5/17/2026
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