Jul 16, 2026 · not_requested
Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
- Duration seconds
- 4584
Podcast
Monetary Matters with Jack Farley
- Author
- Jack Farley
- Feed episode count
- 281
Summary
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Episodes
Jul 14, 2026 · not_requested
The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated
- Duration seconds
- 5247
Jul 7, 2026 · not_requested
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
- Duration seconds
- 3559
Jul 5, 2026 · not_requested
The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System
- Duration seconds
- 3805
Jul 4, 2026 · not_requested
The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors
- Duration seconds
- 3262
Jul 2, 2026 · not_requested
What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”
- Duration seconds
- 3984
Jun 30, 2026 · not_requested
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
- Duration seconds
- 3107
Jun 29, 2026 · not_requested
Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
- Duration seconds
- 3258
Jun 24, 2026 · not_requested
Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus
- Duration seconds
- 2861
Jun 21, 2026 · not_requested
Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
- Duration seconds
- 4249
Jun 20, 2026 · not_requested
Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026
- Duration seconds
- 3310
Jun 18, 2026 · not_requested
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
- Duration seconds
- 4784
Jun 15, 2026 · not_requested
Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
- Duration seconds
- 3938
Jun 10, 2026 · not_requested
America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)
- Duration seconds
- 1776
Jun 7, 2026 · not_requested
“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith
- Duration seconds
- 4108
Jun 6, 2026 · not_requested
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
- Duration seconds
- 4096
May 31, 2026 · not_requested
Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
- Duration seconds
- 4725
May 26, 2026 · not_requested
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
- Duration seconds
- 3616
May 25, 2026 · not_requested
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
- Duration seconds
- 4127
May 24, 2026 · not_requested
What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
- Duration seconds
- 4360
May 17, 2026 · not_requested
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
- Duration seconds
- 4596
May 16, 2026 · not_requested
Why Andy Constan Says The AI Bubble is in Earnings, Not Price
- Duration seconds
- 2005
May 15, 2026 · not_requested
“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
- Duration seconds
- 3553
May 13, 2026 · not_requested
Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
- Duration seconds
- 3010
May 12, 2026 · not_requested
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
- Duration seconds
- 3754
May 10, 2026 · not_requested
Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting
- Duration seconds
- 2286
May 6, 2026 · not_requested
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
- Duration seconds
- 3604
May 4, 2026 · not_requested
Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
- Duration seconds
- 4243
May 1, 2026 · not_requested
Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks
- Duration seconds
- 4950
May 1, 2026 · not_requested
Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
- Duration seconds
- 2501
Apr 30, 2026 · not_requested
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
- Duration seconds
- 2802
Apr 29, 2026 · not_requested
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
- Duration seconds
- 3673
Apr 26, 2026 · not_requested
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
- Duration seconds
- 4249
Apr 19, 2026 · not_requested
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
- Duration seconds
- 3717
Apr 18, 2026 · not_requested
Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments
- Duration seconds
- 3211
Apr 15, 2026 · not_requested
Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle
- Duration seconds
- 5403
Apr 14, 2026 · not_requested
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
- Duration seconds
- 4231
Apr 9, 2026 · not_requested
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
- Duration seconds
- 3778
Apr 8, 2026 · not_requested
Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid
- Duration seconds
- 4085
Apr 7, 2026 · not_requested
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
- Duration seconds
- 4182
Apr 4, 2026 · not_requested
“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario
- Duration seconds
- 9262
Apr 1, 2026 · not_requested
Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices
- Duration seconds
- 3130
Mar 31, 2026 · not_requested
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
- Duration seconds
- 3707
Mar 29, 2026 · not_requested
The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives
- Duration seconds
- 5093
Mar 27, 2026 · not_requested
How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman
- Duration seconds
- 3766
Mar 25, 2026 · not_requested
Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock
- Duration seconds
- 4084