Podcast

Monetary Matters with 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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Latest episodes

  1. Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas7 Aug 2026
  2. Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM4 Aug 2026
  3. Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception2 Aug 2026
  4. Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay)29 Jul 2026
  5. Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis28 Jul 2026
  6. Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brooks26 Jul 2026
  7. Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark22 Jul 2026
  8. Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Shaky Loans, and Retirement System That Actually Does Have Run Risk (via Surrenders)20 Jul 2026
  9. Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital16 Jul 2026
  10. The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated14 Jul 2026