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Monetary Matters with Jack Farley
Monetary Matters with Jack Farley
Jack Farley

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.

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Episodes

U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth

Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, joins Monetary Matters to share her views on the December... more

19 Dec 2024 · 1 hour, 4 minutes
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off

Jack welcomes Max Wiethe, business partner and host of Other People’s Money podcast, to break down December’s Federal Reserve meeting.... more

18 Dec 2024 · 37 minutes
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management

Noel Smith, founder of Convex Asset Management has spent most of his career outside of the world of managing other... more

17 Dec 2024 · 55 minutes
The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral

Vincent Deluard, director of global macro for StoneX, joins Monetary Matters to share why he thinks there is a perfect... more

15 Dec 2024 · 1 hour, 21 minutes
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster

Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers... more

12 Dec 2024 · 56 minutes
Active Management Still Matters in Emerging Markets | Jamie Carter

Jamie Carter, Partner and Managing Director at Variis Partners has spent much of his career focused on the world of... more

10 Dec 2024 · 1 hour, 17 minutes
Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe

Jack Farley welcomes Max Wiethe, his business partner and host of the Other People’s Money podcast, for a conversation about... more

08 Dec 2024 · 1 hour, 4 minutes
The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

A stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why... more

04 Dec 2024 · 1 hour, 13 minutes
The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital

Since Aristides Capital’s inception in August 2008, Chris Brown has returned over 1,000% for their investors with a stunning 16-year... more

03 Dec 2024 · 1 hour, 4 minutes
Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy

Andy Constan joins Monetary Matters to explain why he thinks financial markets are abnormal. With credit spreads extremely tight, the... more

01 Dec 2024 · 1 hour, 24 minutes
Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade

Jack is joined by George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc, and Joseph Wang, publisher... more

27 Nov 2024 · 1 hour, 28 minutes
The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo

Ask anyone and they will tell you it has never been harder to start a hedge fund. That’s why so... more

27 Nov 2024 · 54 minutes
Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks

Dr. Elham Saeidinezhad, Term Assistant Professor of Economics at Barnard College, Columbia University, and Market Structure Fellow, Jain Family Institute,... more

24 Nov 2024 · 1 hour, 58 minutes
S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued

Warren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isn’t overvalued and why... more

20 Nov 2024 · 1 hour, 29 minutes
How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen

Dan Rasmussen has built his firm Verdad Capital into a billion-dollar asset manager on the back of one core activity,... more

19 Nov 2024 · 55 minutes
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong... more

17 Nov 2024 · 1 hour, 21 minutes
U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration

Veteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks... more

13 Nov 2024 · 1 hour, 10 minutes
Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max Wiethe

Hedge fund strategies like distressed, long short equities, relative value, etc. are well defined and understood by allocators. As a... more

12 Nov 2024 · 56 minutes
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds

Citrini, the thematic cross-asset investor known for his prescient and profitable calls on AI and GLP-1s, joins Monetary Matters to... more

10 Nov 2024 · 1 hour, 6 minutes
A Defiant Chairman Powell Cuts Rates | Jack Farley & Max Wiethe

The Federal Reserve continued its course of interest rate cuts in the first FOMC meeting following the election of Donald Trump... more

07 Nov 2024 · 1 hour, 1 minute
Monetary Matters with Jack Farley
Let The Bull Loose | Citrini on Trump Trade, China, and Powell Put On Bonds
Monetary Matters with Jack Farley
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Listen now on

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Podcast Addict
Pocket Casts
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Description

Citrini, the thematic cross-asset investor known for his prescient and profitable calls on AI and GLP-1s, joins Monetary Matters to review with... more