# Monetary Matters with Jack Farley

Page: https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905
Text version: https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905.md
RSS feed: https://feeds.megaphone.fm/EWWMN1909747317
Author: Jack Farley
Episodes: 281

## Resource

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

## Machine-readable

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Markdown: https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905.md

## Episodes
- [Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/turbo-charged-trend-following-why-capturing-the-market-s-biggest-trends-means-embracing-high-volatility-moritz-seibert-moritz-heiden-takahe-capital) — 2026-07-16T14:07:00+00:00
- [The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-semiconductor-earnings-boom-is-just-getting-started-ben-pouladian-on-why-ai-is-real-nvidia-is-mispriced-and-capacitors-are-overrated) — 2026-07-14T16:02:00+00:00
- [Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/breaking-down-the-multi-manager-playbook-how-this-19b-cio-thinks-about-alpha-sean-mcgould-the-lighthouse-group) — 2026-07-07T16:18:00+00:00
- [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](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-07-05T17:26:00+00:00
- [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](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-07-04T17:01:00+00:00
- [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”](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-07-02T13:33:00+00:00
- [Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/top-ipo-scholar-on-unprecedented-ipo-wave-why-ipos-underperform-the-market-jay-ritter) — 2026-06-30T18:30:00+00:00
- [Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/rothschilds-railroads-ruin-liaquat-ahamed-on-1873-new-book) — 2026-06-29T17:11:00+00:00
- [Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/inside-the-platform-helping-to-invest-like-substack-fintwit-s-top-researchers-plutus) — 2026-06-24T18:30:00+00:00
- [Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/ed-zitron-the-ai-bubble-is-bleeding-cash-here-are-the-receipts) — 2026-06-21T20:19:00+00:00
- [Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/jim-chanos-val-zlatev-long-and-short-alpha-in-ai-semiconductors-data-centers-neoclouds-and-data-centers-macrominds-symposium-2026) — 2026-06-20T20:51:00+00:00
- [The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-us-manufacturing-and-electrification-megatrends-are-here-and-they-re-way-more-than-ai-chris-semenuk) — 2026-06-18T13:00:00+00:00
- [Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/regulatory-risk-is-coming-for-ai-david-woo-on-ai-data-center-capex-and-iran-war) — 2026-06-15T19:37:00+00:00
- [America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/america-s-205-billion-government-fund-you-ve-never-heard-of-conor-coleman-head-of-investments-at-development-finance-corporation-dfc) — 2026-06-10T14:08:00+00:00
- [“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/sleepwalking-into-crisis-why-the-oil-market-hasn-t-imploded-yet-kpler-s-matt-smith) — 2026-06-07T16:27:00+00:00
- [The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-ai-chip-bubble-why-south-korea-taiwan-are-in-the-danger-zone-michael-fritzell-asian-century-stocks) — 2026-06-06T17:13:00+00:00
- [Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/overvaluation-meets-macro-risk-why-this-massive-asset-manager-is-getting-bearish-jim-masturzo-research-affiliates) — 2026-05-31T15:28:00+00:00
- [How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/how-this-real-estate-investor-is-betting-on-an-ai-boom-it-s-not-data-centers-tom-shapiro) — 2026-05-26T15:53:00+00:00
- [Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/things-are-going-to-get-even-crazier-the-macro-regime-shift-andreas-steno-larsen) — 2026-05-25T15:16:00+00:00
- [What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/what-doomer-narratives-miss-about-private-credit-john-cocke-of-corbin-capital) — 2026-05-24T12:32:00+00:00
- [A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/a-basel-iii-deep-dive-what-to-know-about-how-it-will-transform-banking-globally) — 2026-05-17T17:06:00+00:00
- [Why Andy Constan Says The AI Bubble is in Earnings, Not Price](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/why-andy-constan-says-the-ai-bubble-is-in-earnings-not-price) — 2026-05-16T13:00:00+00:00
- [“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](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-05-15T14:45:00+00:00
- [Lyn Alden on Macro Consequences of AI and The Stolgard Incident  (Monitoring The Situation Replay)](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/lyn-alden-on-macro-consequences-of-ai-and-the-stolgard-incident-monitoring-the-situation-replay) — 2026-05-13T19:09:00+00:00
- [Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/lending-where-the-banks-won-t-go-what-s-fueling-europe-s-growing-real-estate-private-credit-market) — 2026-05-12T13:52:00+00:00
- [Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/why-generative-ai-still-can-t-trade-david-wright-on-how-quant-alpha-actually-is-done-with-machine-learning-decision-trees-and-gradient-boosting) — 2026-05-10T14:00:00+00:00
- [Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/finding-the-market-s-most-overlooked-macro-themes-and-profiting-from-global-volatility-harris-kupperman) — 2026-05-06T15:30:00+00:00
- [Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/warren-pies-the-scramble-for-compute-cures-all-ills-two-wolves-of-hockeysticking-earnings-and-hormuz-oil-shock-plus-caliban) — 2026-05-04T08:30:00+00:00
- [Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/why-fundamentals-fail-the-new-economy-jacob-pozharny-on-sentiment-analysis-role-in-new-economy-stocks) — 2026-05-01T16:08:00+00:00
- [Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/jim-bianco-on-division-at-the-fed-and-jerome-powell-s-controversial-decision-to-stay) — 2026-05-01T03:04:00+00:00
- [SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/spacex-ipo-why-this-hedge-fund-manager-is-fading-the-hype-moez-kassam) — 2026-04-30T13:08:00+00:00
- [From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/from-soros-to-old-farm-how-to-identify-the-market-s-top-thematic-risk-takers-kieran-cavanna-old-farm-partners) — 2026-04-29T10:30:00+00:00
- [“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/overblown-sell-off-in-software-loans-matthew-bloomfield-on-public-bdcs-business-development-companies-and-collateralized-loan-obligations-clos) — 2026-04-26T01:24:00+00:00
- [Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/navigating-the-saas-apocalypse-why-ai-disruption-is-mispriced-deiya-pernas-pernas-research) — 2026-04-19T13:00:00+00:00
- [Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/banks-considerable-exposure-to-private-credit-chris-whalen-on-banks-loans-to-nbfis-plus-cre-gold-and-payments) — 2026-04-18T15:32:00+00:00
- [Financial Repression, Pt. 1  | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/financial-repression-pt-1-professor-hanno-lustig-on-hidden-taxes-fiscal-sustainability-and-japan-s-debt-puzzle) — 2026-04-15T11:41:00+00:00
- ["I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/i-don-t-believe-the-stagflation-narrative-how-the-strong-consumer-and-ai-tailwinds-shape-sean-emory-s-bullish-blueprint-avory-co) — 2026-04-14T14:00:00+00:00
- ["The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-best-time-to-invest-how-ai-disruption-is-reshaping-software-valuations-ben-topor-titan-capital-partners) — 2026-04-09T13:00:00+00:00
- [Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/private-credit-doom-narrative-on-shaky-foundation-michael-haynes-on-why-retail-outflows-are-real-but-credit-foundations-are-solid) — 2026-04-08T13:10:00+00:00
- [Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/why-emerging-markets-are-finally-outperforming-developed-markets-robert-koenigsberger-gramercy) — 2026-04-07T13:00:00+00:00
- [“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](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-04-04T06:09:00+00:00
- [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](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/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) — 2026-04-01T14:40:00+00:00
- [The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-psychology-of-market-champions-inside-the-minds-of-point-72-citadel-portfolio-managers-dr-gio-valiante) — 2026-03-31T13:00:00+00:00
- [The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/the-2026-private-credit-liquidity-crunch-leyla-kunimoto-on-redemptions-in-semi-liquid-vehicles-private-public-bdcs-and-the-future-of-alternatives) — 2026-03-29T16:23:00+00:00
- [How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/how-the-iran-war-reshapes-the-sovereign-debt-landscape-sovereign-debt-expert-lupin-rahman) — 2026-03-27T16:00:00+00:00
- [Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock](https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905/headline-indices-are-masking-market-stress-liz-ann-sonders-on-the-case-for-quality-stocks-during-an-oil-shock) — 2026-03-25T14:36:00+00:00

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