Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Episodes · 25
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Jun 6, 2026 · 1h 8m
Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
May 31, 2026 · 1h 18m
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
May 26, 2026 · 1h 0m
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
May 25, 2026 · 1h 8m
What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
May 24, 2026 · 1h 12m
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
May 17, 2026 · 1h 16m
Why Andy Constan Says The AI Bubble is in Earnings, Not Price
May 16, 2026 · 33m
“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
May 15, 2026 · 59m
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
May 13, 2026 · 50m
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
May 12, 2026 · 1h 2m
Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting
May 10, 2026 · 38m
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
May 6, 2026 · 1h 0m
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
May 4, 2026 · 1h 10m
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
May 1, 2026 · 1h 22m
Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
May 1, 2026 · 41m
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Apr 30, 2026 · 46m
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
Apr 29, 2026 · 1h 1m
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
Apr 26, 2026 · 1h 10m
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
Apr 19, 2026 · 1h 1m
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
Apr 18, 2026 · 53m
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
Apr 15, 2026 · 1h 30m
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
Apr 14, 2026 · 1h 10m
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
Apr 9, 2026 · 1h 2m
Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid
Apr 8, 2026 · 1h 8m
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy