{"podcast":{"title":"Monetary Matters with Jack Farley","slug":"monetary-matters-with-jack-farley-7021905","podcast_index_feed_id":7021905,"rss_url":"https://feeds.megaphone.fm/EWWMN1909747317","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/ae922b50-71cc-11ef-b70f-ff42e3c63187/image/9e263a75ee53770c25c08c2adce3f11e.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Jack Farley","episode_count":281,"summary":"Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.","last_synced_at":"2026-07-17T02:18:42.948088+00:00","page_url":"https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905"},"episode":{"title":"Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman","slug":"finding-the-market-s-most-overlooked-macro-themes-and-profiting-from-global-volatility-harris-kupperman","published_at":"2026-05-06T15:30:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/monetary-matters-with-jack-farley-7021905","url":"https://traffic.megaphone.fm/EWWMN4323975734.mp3","audio_url":"https://traffic.megaphone.fm/EWWMN4323975734.mp3","summary":"Monetary Matters listeners can save $1000 on their first-year subscription to KEDM Research with coupon code mm2026: https://kedm.com/?add-to-cart=4175&apply_coupon=mm2026 Harris Kupperman and Roderick van Zuylen join Monetary Matters to discuss the intersection of thematic macro trends and event-driven catalysts. They dives deep into the severe supply-demand imbalances creating massive tailwinds for the refining industry, alongside the political shifts making Latin American equities a highly lucrative trade. They also discuss the rising volatility driving commodity brokers like Marex, and why the eldercare sector is primed for a breakout due to a halt in new facility construction. Follow KEDM Research on X: https://x.com/KEDM_COM Follow Harris Kupperman on X: https://x.com/hkuppy Follow Roderick van Zuylen on X: https://x.com/roojoo3 Follow Max Wiethe on X: https://x.com/maxwiethe Follow Jack Farley on X: https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 01:10 Refiners Theme Setup 02:06 Why Cracks Tightened 05:18 Picking Refiner Winners 08:26 Earnings Path Dependence 14:22 Analyst Estimates Mispriced 17:54 Latin America Tailwinds 20:57 Brazil Financials Bet 24:01 Finding Mispriced Setups 30:28 KEDM Offer 31:15 Long Vol Through Brokers 34:03 Marex and Stonex Tailwinds 34:33 Macro Drivers of Volumes 36:11 CFO Hedging Incentives 37:57 Prediction Markets Opportunity 39:32 Eldercare Theme Setup 44:53 When Themes Meet Catalysts 46:17 Investor Days as Signals 48:45 Fallen Angels Returns 53:15 AI Automation for Monitors 54:23 CEO Pay as a Tell 55:26 US Consumer Weakness This podcast is for informational and educational purposes only and does not consti…","meta_description":"Monetary Matters listeners can save $1000 on their first-year subscription to KEDM Research with coupon code mm2026: https://kedm.com/?add-to-cart=4175&am…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3604,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/monetary-matters-with-jack-farley-7021905/episodes/finding-the-market-s-most-overlooked-macro-themes-and-profiting-from-global-volatility-harris-kupperman/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}