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Artwork for Monetary Matters

Monetary Matters with Jack Farley

Jack Farley
Tariffs
China
Artificial Intelligence
Federal Reserve
Gold
Inflation
Private Credit
Interest Rates
Hedge Funds
United States
U.S. Economy
Market Volatility
Private Equity
S&P 500
Semiconductors
U.S. Dollar
Investment Strategies
Trump Administration
Cryptocurrency
Bitcoin

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

PublishesDailyEpisodes279Founded2 years ago
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BusinessNewsBusiness NewsInvesting

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Artwork for Monetary Matters

Latest Episodes

Sean McGould, CEO and CIO of $19 billion hedge fund manager The Lighthouse Group, joins OPM to discuss navigating today's bull market by targeting diverse sources of global alpha. The conversation focuses on Japan as a new source of alpha, spurred by... more

Learn more about the Fundrise Income Fund here:

Fundrise.com/mm

It's no secret that the new Fed chair, Kevin Warsh, prefers the Federal Reserve to have a smaller balance sheet, perhaps a much, much smaller balance sheet. The consequences of... more

Learn more about the Fundrise Income Fund here:

Fundrise.com/mm

In this episode of Monetary Matters, host Jack sits down with Josh Pristaw, President of the $73 Billion real estate firm Clarion Partners, to decode the smartest institutional... more

In this episode, veteran investor and macro strategist Erik from the Erik YWR Substack breaks down his bold bull thesis projecting the S&P 500 to hit 10,000 by the end of 2027. Drawing on his past investing experience in Africa, Erik introduces "Proj... more

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Recent Guests

Josh Pristaw
Managing Director and President of Clarion Partners
Clarion Partners
Episode: 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
Erik YWR
Veteran fund manager and investor, Erik from YWR, weekend research
YWR
Episode: 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”
Jay Ritter
Director of the IPO Initiative, University of Florida's Warrington College of Business
University of Florida
Episode: Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Liaquat Ahamed
Author of 1873, The Rothschilds, The First Great Depression, and The Making of the Modern World
Episode: Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Shashank Chiranewala
Founder of Plutus, platform for investing in researcher portfolios
Plutus
Episode: Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus
Ed Zitron
Author of Where's Your Ed at Newsletter and Better Offline Podcast
Where's Your Ed at Newsletter / Better Offline Podcast
Episode: Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
Chris Semenuk
Investment partner at Tema ETFs; manages two funds focused on manufacturing/reshoring and electrification
Tema ETFs
Episode: The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
David Woo
Independent economist known for game theory-based forecasts on global markets and geopolitics
Episode: Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
Conor Coleman
Chief of Staff and Head of Investments at the Development Finance Corporation
Development Finance Corporation
Episode: America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)

Host

Jack Farley
Host of Monetary Matters; conducts macro and markets interviews with top finance minds.

Reviews

4.9 out of 5 stars from 466 ratings
  • Great info across the spectrum.

    High quality info w a diverse set of perspectives. The hosts are extremely talented interviewers and come with informed questions.

    Apple Podcasts
    5
    Good Fun MJL
    United States2 months ago
  • Financial Repression Pt.1

    This show was extremely interesting. I know that Japan’s economy has been a topic of debate for years. I never understood what they were doing though. This episode broke it down so well. Made my day.

    You do a great job Jack! My favorite podcast now.

    Apple Podcasts
    5
    Econ75
    United States3 months ago
  • All around excellent show

    Fantastic show after show after show. Thanks for your work!

    Apple Podcasts
    5
    JESListener
    United States4 months ago
  • Josh Linville is obtuse

    Listened to Josh Linville. Says US farmers deserve (another) bailout. BS..80% of them voted for Trump...no more bailouts. Why are farmers protected from

    their bad decisions? They voted for Trump en mass...no more bailouts...own the fact that they voted for incompetence.

    Apple Podcasts
    5
    Almost geezer
    United States4 months ago
  • Great content

    Jack asks the right questions to the right people. Superb

    Apple Podcasts
    5
    Markm44
    United Kingdom8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Genuine, insightful macro discussions that cut through hype.
Listeners praise rigorous, well-prepared interviews with high-quality guests.
Strong guest variety and practical investment takeaways that translate across asset classes.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Q: How did the railroads and the bond market contribute to the boom and subsequent bust?
The railroad boom was financed largely through debt and bonds, with huge increases in railway construction worldwide; when subsidies and government support faded and scandals emerged (like Credit Mobilier), funding dried up, triggering a collapse in the railroad sector and broader financial distress.
Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
Q: Tell us, what drew you to 1873 and why is it so important to understand this era?
1873 represents a dramatic intersection of a major financial crisis with a dramatic, almost unnecessary reordering of the monetary system, driven by a self-inflicted wound in which silver was dumped in favor of gold, triggering a liquidity contraction and a long deflationary period that reshaped policy and markets.
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Q: Where can people find your work?
Ritter directs listeners to his IPO Data Page and suggests a quick online search for Jay Ritter IPO Data to access his datasets and analyses on IPO pricing and market dynamics.
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Q: And do the large ones that keep up, do they actually tend to outperform?
He cautions that sentiment and fundamentals interact, noting that technology-driven growth can benefit consumers and workers, but the long-run outperformance of the largest high-revenue IPOs is not guaranteed and hinges on execution, profitability, and how regulation and market structure evolve.
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Q: I guess another question people have is, are these valuations fair?
Ritter explains that while some mega-IPOs are priced high, institutional investors often price relative to peers and existing comparables; in many cases, the data shows a pattern where bigger, high-revenue IPOs tend to underperform post-listing, though this is not universal and the outcome depends on multiple factors including revenue scale and sector. He emphasizes that arguments about fair pricing are nuanced and context-dependent.

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Frequently Asked Questions About Monetary Matters

What is Monetary Matters about and what kind of topics does it cover?

The show centers on deep-dive conversations with macro traders, asset-management professionals, and finance researchers who dissect how global monetary policy, earnings dynamics, geopolitical risks, and AI-driven tech cycles shape markets. Episodes frequently explore regime shifts, liquidity, private credit, and the evolving role of tech in the economy, often tying together policy signals with real-world investment implications. A notable pattern is rigorous, data-driven analysis combined with candid critiques of central bank actions, market structure, and valuations, making it valuable for listeners who want framework-based thinking and actionable insights across equities, credit, and macro themes. A recurring strength is bringing technica... more

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Which podcasts are similar to Monetary Matters?

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1. Forward Guidance
2. Macro Voices
3. The Market Huddle
4. Thoughtful Money with Adam Taggart
5. The Julia La Roche Show

How many episodes of Monetary Matters are there?

Monetary Matters launched 2 years ago and published 279 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Monetary Matters?

Recent guests on Monetary Matters include:

1. Josh Pristaw
2. Erik YWR
3. Jay Ritter
4. Liaquat Ahamed
5. Shashank Chiranewala
6. Ed Zitron
7. Chris Semenuk
8. David Woo

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