Monetary Matters with Jack Farley

Jack Farley

Tariffs

China

Federal Reserve

Artificial Intelligence

Inflation

Gold

Private Credit

Hedge Funds

Interest Rates

Private Equity

United States

US Economy

Trump Administration

U.S. Economy

Market Volatility

Investment Strategies

Stock Market

S&P 500

Semiconductors

U.S. Dollar

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

456 ratings

Publishes	Daily	Episodes	256	Founded	2 years ago
Number of Listeners		Categories	InvestingNewsBusiness NewsBusiness

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Latest Episodes

Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting

This interview is brought to you by Pictet Asset Management. To learn more about Pictet AI-Enhanced International Equity ETF ($PQNT), click here: etf.am.pictet.com/pqnt/

To learn more about Pictet AI Enhanced US Equity ETF ($PQUS), click he... more

Today • 38 min

Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman

Monetary Matters listeners can save $1000 on their first-year subscription to KEDM Research with coupon code mm2026: kedm.com/?add-to-cart=4175&apply_coupon=mm2026

Harris Kupperman and Roderick van Zuylen join Monetary Matters to discuss the... more

6 May 2026 • 1 hr

Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)

Request Access to Free Trial to Caliban, Warren’s new AI-powered research tool that automates complex data sourcing & institutional-grade charting for investors:

www.3fourteenresearch.com/monetary-matters

In this episode, Warren Pies, found... more

4 May 2026 • 1 hr 10 min

Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks

Learn More About Unlimited HFGM Global Macro ETF $HFGM: unlimitedetfs.com/hfgm

In this episode of "Monetary Matters," Jacob Pozharny, Co-Chief Investment Officer and Portfolio Manager at Bridgeway Capital Management, explains why traditional... more

1 May 2026 • 1 hr 22 min

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Recent Guests

Jacob Pozharny

Co-Chief Investment Officer at Bridgeway Capital Management and Portfolio Manager at the Global Opportunities Fund

Bridgeway Capital Management

Episode: Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks

Jim Bianco

Founder/Chief Economist at Bianco Research

Bianco Research

Episode: Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay

Moez Kassam

CIO of Anson Funds

Anson Funds

Episode: SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam

Kieran Cavanna

Founder and CIO of Old Farm Partners, New York-based fund of funds

Old Farm Partners

Episode: From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners

Matthew Bloomfield

President, Palmer Square Capital Management

Palmer Square Capital Management

Episode: “Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)

Chris Whalen

Banking specialist

Episode: Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments

Hanno Lustig

Mizuho Financial Group Professor of Finance at Stanford University

Stanford University / Mizuho Financial Group

Episode: Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle

Sean Emory

Founder and CIO of Avery & Co.

Avery & Co

Episode: "I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co

Ben Topor

Founder and managing partner of Titan Capital Partners (Titan/S Titan Capital Partners)

Titan Capital Partners

Episode: "The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners

Host

Jack Farley

Host of engaging discussions with top financial minds, delving into macroeconomic topics and market trends.

Reviews

4.9 out of 5 stars from 456 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 States9 days 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 States22 days ago
All around excellent show
Fantastic show after show after show. Thanks for your work!
Apple Podcasts
5
JESListener
United States2 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 States2 months ago
Great content
Jack asks the right questions to the right people. Superb
Apple Podcasts
5
Markm44
United Kingdom6 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 critiques mention occasional audio quality issues but are generally outweighed by positive remarks about the informative nature of the episodes.

The quality of content and the depth of analysis are frequently highlighted, with many praising the thorough research behind each episode.

Listeners appreciate the host's ability to ask the right questions and engage effectively with guests, which enriches the discussion.

Reviews note a diverse range of topics, maintaining a focus on macroeconomic issues and financial trends, making it insightful for finance professionals.

Many listeners express their satisfaction with the guest lineup, indicating that the podcast attracts high-profile figures in economics and finance.

Chart Rankings

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

Apple Podcasts	#111	United States/Business/Investing
Apple Podcasts	#53	United Kingdom/Business/Investing
Apple Podcasts	#90	Canada/Business/Investing
Apple Podcasts	#157	United Kingdom/Business
Apple Podcasts	#214	Canada/Business
Apple Podcasts	#84	Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)

Q: What is the rationale behind preferring buybacks during periods of discount to NAV versus issuing new loans?

Buybacks are often accretive when NAV quality is high and shares trade below NAV; it allows the company to return value to shareholders, maintain discipline, and preserve optionality for future origination as M&A activity remains slow, with a belief discounts will narrow over time.

“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)

Q: Why are CLO equities sometimes difficult in public markets, and how can volatility turn into opportunity for equity investors?

CLO equity is sensitive to the spread between asset yields and liability costs, and price movements in the loan market can affect NAVs; however, volatility can enable managers to reinvest proceeds at discounts, build PAR, and benefit from widening spreads on new issues, potentially delivering attractive long-term returns for equity holders.

“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)

Q: What is the core difference between a CLO and a BDC in terms of structure and investment focus?

The CLO is a special purpose vehicle that pools loans, finances them with layered liabilities, and pays the equity from the spread after liabilities are serviced, with major protections and visible tranches; the BDC is a corporate vehicle that lends to various credits, often including private loans, and is more directly transparent through filings like 10-Qs. Palmer Square uses CLOs to fund assets and can manage CLO equity and liabilities across different strategies, while its BDC owns a mix of broadly syndicated loans and private credit.

Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)

Q: What role does Caliban play in this analysis, and how does it differ from other AI tools?

Caliban is trained on their own data and rulebook, integrates multiple data feeds, and includes analyst support; it generates charts, tables, and can customize outputs, making it a practical research engine rather than a generic AI model.

Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)

Q: Can you explain why earnings estimates are rising even though some argue the rally is top-heavy?

The growth is more about the rate of upward revisions across the market rather than just a few large-cap leaders; breadth is improving under the surface as the median stock shows rising estimates, indicating a broader earnings expansion beyond a narrow set of names.

Audience Metrics

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Frequently Asked Questions About Monetary Matters

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

This podcast features insightful conversations with leading economists and financial experts, focusing on macroeconomic trends, market dynamics, and monetary policies. Listeners can expect discussions that unpack complex market behaviors, currency fluctuations, and the implications of economic theories in real-world scenarios. The content is enriched with expert opinions and analyses that are accessible yet intellectually stimulating, making it a valuable resource for those keen on understanding contemporary financial issues.

Uniquely, the podcast stands out with its emphasis on controversial and thought-provoking topics, often diving into the intricacies of the global financial system. The host is known for asking insightful questions and... more

Where can I find podcast stats for Monetary Matters?

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Which podcasts are similar to Monetary Matters?

These podcasts share a similar audience with Monetary Matters:

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 256 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Monetary Matters?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Monetary Matters?

Recent guests on Monetary Matters include:

1. Jacob Pozharny
2. Jim Bianco
3. Moez Kassam
4. Kieran Cavanna
5. Matthew Bloomfield
6. Chris Whalen
7. Hanno Lustig
8. Sean Emory

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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