Monetary Matters with Jack Farley

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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

Apr 7, 2026 · 1h 9m