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Monetary Matters with Jack Farley

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

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

PublishesDailyEpisodes271Founded2 years ago
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Business NewsInvestingNewsBusiness

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Artwork for Monetary Matters

Latest Episodes

In this panel at MacroMinds Symposium, Jack Farley sits down with legendary short seller Jim Chanos and Val Zlatev, Portfolio Manager and Partner at Analog Century Management, to analyze the long and short opportunities of the AI and semiconductor bo... more

In this episode of Other People’s Money, host Max Wiethe sits down with Chris Semenuk, an investment partner at Tema ETFs, to discuss the massive secular tailwinds driving the US manufacturing and electrification renaissance. Semenuk argues that afte... more

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN):

teucrium.com/corn

In this episode of Monetary Matters, host Jack Farley sits down with independent economist and strategist David Woo to break down the hidden realities behind global tech marke... more

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN):

teucrium.com/corn

Conor Coleman, Head of Investments and Chief of Staff at the Development Finance Corporation (DFC), joins Monetary Matters to explain the DFC’s capacity as the international i... more

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Recent Guests

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)
Matt Smith
Director of Research at Kepler, specializes in commodities and energy
Kepler
Episode: “Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith
Michael Fritzell
Author of Asian Century Stocks
Asian Century Stocks
Episode: The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Jim Masturzo
Partner and Chief Investment Officer at Research Affiliates
Research Affiliates
Episode: Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
Tom Shapiro
President, Founder and CIO of GTIS Partners
GTIS Partners
Episode: How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
Andreas Steno Larsen
Former hedge fund manager, editor of Real Vision's Macro Research
Real Vision
Episode: Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
John Cocke
Partner and Deputy CIO at Corbin Capital
Corbin Capital
Episode: What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital
Chen Xu
Corporate Counsel at Debevoise & Plimpton, expert on bank regulatory capital
Debevoise & Plimpton
Episode: A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
Andrew Perry
Veteran macro investor, multiple hedge funds and banks veteran
Various top macro funds and banks (guest)
Episode: “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

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 States2 months ago
  • All around excellent show

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

    Apple Podcasts
    5
    JESListener
    United States3 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 States3 months ago
  • Great content

    Jack asks the right questions to the right people. Superb

    Apple Podcasts
    5
    Markm44
    United Kingdom7 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

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

Apple Podcasts
#142
United States/Business/Investing
Apple Podcasts
#120
Canada/Business/Investing
Apple Podcasts
#181
United Kingdom/Business/Investing
Apple Podcasts
#242
Canada/Business
Apple Podcasts
#105
France/Business/Investing
Apple Podcasts
#183
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Q: What are the core drivers behind the dispersion in Asian stock returns right now?
The discussion points to AI-driven sentiment, divergent policy and reforms across markets, and earnings that are increasingly lumpy in specific sectors like memory chips, with Korea and Taiwan leading in growth while other markets lag.
Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates
Q: What should investors do when stocks and bonds sell off together?
Move beyond traditional diversification and consider assets with low or negative correlations, such as trend-following strategies and other alternative risk premia that tend to perform during equity selloffs.
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
Q: What should listeners watch for in the Latin American exposure you discuss?
Focus on equity turnover and the macro backdrop of lower rates, which tend to unlock domestic participation. The big clues are rate cuts, investor days signaling new narratives, and activist changes that shift the strategic direction, together driving multiple expansion in financials and related sectors.
Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility | Harris Kupperman
Q: Can you explain why refiners are such a core theme right now and how you gauge when the trade is actually ready?
The trade hinges on real-time signals from crack spreads and refinery utilization. You look for capacity additions becoming noticeable and sustained improvement in cracking margins, not just geopolitical rhetoric. When utilization creeps up and crack spreads widen, that indicates the cycle is firing, regardless of short-term headlines.
A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally
Q: What about Mortgage Servicing Rights and CLOs in the Basel III endgame?
MSRs are not required to be deducted and banks may be encouraged to re-engage in servicing; CLOs favor the senior tranches for capital purposes, while equity or lower tranches retain heavier capital treatment; overall changes aim to incentivize certain securitization activities and reduce balance-sheet risk.

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?

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?

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 271 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. Conor Coleman
2. Matt Smith
3. Michael Fritzell
4. Jim Masturzo
5. Tom Shapiro
6. Andreas Steno Larsen
7. John Cocke
8. Chen Xu

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