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 (1)

Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates

Jim Masturzo of Research Affiliates delivers a stark warning: the market isn't just overvalued—it's in the grip of a dangerous feedback loop where AI narratives are inflating valuations beyond any historical precedent. With the US CAPE ratio at 40—near its all

1h 18mMay 31, 2026

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