Monetary Matters with Jack Farley

Jack Farley

Artificial Intelligence

Federal Reserve

Private Credit

China

Gold

Tariffs

Inflation

Interest Rates

Semiconductors

Private Equity

Hedge Funds

United States

S&P 500

Bitcoin

Cryptocurrency

Oil

U.S. Dollar

Investment Strategies

Silver

NVIDIA

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

482 ratings

Publishes	Daily	Episodes	309	Founded	2 years ago
Number of Listeners		Categories	InvestingBusinessBusiness NewsNews

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Latest Episodes

Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here:

sarmayaetf.com/

Ed Zitron, author of the Where's Your Ed At newsletter and host of the Bett... more

1 Oct 2026 • 1 hr 21 min

Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA

Ben Pouladian of BEP Research returns to Monetary Matters to break down who's winning and losing in AI right now, starting with Meta's Muse, the consumer agent he calls the "McDonald's version" of AI, and why he thinks its revenue will come mostly fr... more

30 Sep 2026 • 1 hr 14 min

The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC

James Elbaor, Founder and Portfolio Manager at Marlton LLC joins OPM to discuss why the private credit boom is officially over. Elbaor explains how artificial intelligence is threatening the SaaS businesses that make up over half a trillion dollars o... more

27 Sep 2026 • 1 hr 5 min

Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy

Henry Peabody, senior investment strategist at GMO, joins Monetary Matters to explain why the Fed has an unofficial third mandate: managing how credit flows through an economy that is increasingly outside the banks. With private credit and fixed-rate... more

24 Sep 2026 • 55 min

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Recent Guests

Ed Zitron

Author of the Better Offline Podcast and Where's Your Ed newsletter

Better Offline / Where's Your Ed

Episode: Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk

James Elbaor

Founder and managing member of Marlton LLC

Marlton LLC

Episode: The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC

Henry Peabody

Senior Investment Strategist at GMO

GMO

Episode: Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy

Eric Wallerstein

Chief Macro Strategist at Clocktower

Clocktower

Episode: Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group

Jérémie Boyer

Co-founder of Aurelion Research

Aurelion Research

Episode: Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion

David Busch

Chief Investment Officer of Trajan Wealth

Trajan Wealth

Episode: Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now

Freddy Brick

Partner at Muddy Waters Capital

Muddy Waters Capital

Episode: Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital

John Farris

Economist and founder and CEO of LandFund Partners

LandFund Partners

Episode: Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland

Andrew Granato

Assistant Professor of Law at the University of Texas at Austin

University of Texas at Austin

Episode: What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranjal Drall and Andrew Granato on How Private Equity Turned Life Insurance Into a Taxpayer Backstop

Hosts

Jack Farley

Host of Monetary Matters; focuses on macro, markets, and monetary issues.

Max Wiethe

Host of the interview-focused episodes and co-host on macro discussions.

Reviews

4.9 out of 5 stars from 482 ratings

Factcheck please
We don’t have puttable fabns anymore… I could go on
Apple Podcasts
1
Mariecurious
United Statesa month ago
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 States5 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 States6 months ago
All around excellent show
Fantastic show after show after show. Thanks for your work!
Apple Podcasts
5
JESListener
United States6 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 States6 months ago

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Listeners Say

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

Some feedback mentions occasional recording quality issues but acknowledge the strong content.

Fans note high-quality macro insights and data-driven analysis.

Listeners praise the show's rigorous questions and strong guest lineups.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#139	United States/Business/Investing
Apple Podcasts	#112	United Kingdom/Business/Investing
Apple Podcasts	#141	Canada/Business/Investing
Apple Podcasts	#205	United Kingdom/Business
Apple Podcasts	#91	Australia/Business/Investing
Apple Podcasts	#131	Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy

Q: How does private credit alter the traditional risk/return dynamics for investors?

Private credit tends to be more sensitive to rate regimes and less transparent in pricing. As rates rise, the ability to roll riskier debt becomes constrained for weaker borrowers, while higher-quality credits can still access liquidity. This creates opportunities for selective allocations to non-bank lenders and structured products that can dampen beta and provide offsetting hedges.

Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy

Q: What is the triple mandate as you see it, and how does credit allocation tie into that?

The triple mandate doesn't change the two statutory goals, but the transmission of policy through a more private-credit-dominated system means the Fed's impact on real outcomes via credit is more uneven. This can require higher-for-longer rates to dampen demand and inflation, especially where weaker borrowers feel the bite first.

The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC

Q: How big of a problem is the redemption pressure and is there an end in sight?

Redemption pressure is substantial, driven by gating and the mispricing of liquidity in private credit wrappers. While lines show liquidity is still capped at 5%, actual redemptions have spiked in major funds; the near-term outlook involves continued pressure and likely consolidation through mergers, wind-downs, and structural changes rather than a quick fix.

Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk

Q: What was your reaction to Anthropic's leaked S-1 numbers and how would you characterize them?

Anthropic appears to have been operating with high costs relative to revenue in 2025, with a heavy concentration of revenue from a few hyperscalers and significant non-cancellable commitments. The numbers suggest fragility rather than profitability, and the 2026 figures (if they exist) are critical to determining whether the business can ever become sustainable.

Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now

Q: How should investors think about bonds in 2026 and beyond, given the higher yields and potential for rate volatility?

Bonds can provide diversification and ballast, particularly in a higher-yield, higher-duration environment. The three-to-five-year range may offer an optimal balance for retail investors, allowing roll-down strategies in a positively sloped curve while remaining mindful of credit risk and duration risk.

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Frequently Asked Questions About Monetary Matters

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

A deep-dive, data-driven macro and markets discussion featuring top-tier researchers, fund managers, and macro strategists. Episodes explore market structure, policy signaling, debt dynamics, and AI-driven secular themes, with emphasis on how liquidity, buybacks, sovereigns, and corporate capex shapes asset pricing. Guests range from academics to CIOs, offering rigorous analysis, contrarian viewpoints, and practical portfolio tilts for sophisticated investors and institutions. The show often combines quantitative signals, narrative framing, and real-world implications for asset allocation, hedging, and risk management. Noteworthy is the consistent push-pull between traditional macro drivers and emergent themes like AI, private credit risk, ... more

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Which podcasts are similar to Monetary Matters?

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1. Forward Guidance
2. Macro Voices
3. Thoughtful Money with Adam Taggart
4. The Market Huddle
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How many episodes of Monetary Matters are there?

Monetary Matters launched 2 years ago and published 309 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. Ed Zitron
2. James Elbaor
3. Henry Peabody
4. Eric Wallerstein
5. Jérémie Boyer
6. David Busch
7. Freddy Brick
8. John Farris

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