Monetary Matters with Jack Farley

Jack Farley

Artificial Intelligence

Federal Reserve

China

Private Credit

Gold

Tariffs

Interest Rates

Inflation

Semiconductors

Private Equity

Hedge Funds

United States

S&P 500

Bitcoin

Cryptocurrency

Oil

Investment Strategies

U.S. Dollar

Silver

Nvidia

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

485 ratings

Publishes	Daily	Episodes	317	Founded	2 years ago
Number of Listeners		Categories	InvestingBusinessBusiness NewsNews

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Latest Episodes

Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade

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/

Citrini teamed up with Anthropic and used Claude to design scorpion antiven... more

Yesterday • 1 hr 26 min

YouTube

"Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros"

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/

George Noble, the former Fidelity portfolio manager who ran the Fidelity Ov... more

23 Oct 2026 • 1 hr 44 min

YouTube

Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis

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/

Is the AI trade finally cracking, or is this just another shakeout before th... more

20 Oct 2026 • 59 min

Jim Bianco: Why I’m Finally Buying Bonds After Six Years

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/

Jim Bianco of Bianco Research called the 2022 bond bear market and stayed b... more

18 Oct 2026 • 1 hr 16 min • Most popular

YouTube

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Recent Guests

Stacy Rasgon

Managing Director and Senior Analyst of US Semiconductors and Semiconductor Capital Equipment at Bernstein Research

Bernstein Research

Episode: Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon

Jay Mintzmyer

Founder and President of Value Investors Edge focused on shipping and energy

Value Investors Edge

Episode: The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)

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

Ben Pouladian

Founder of BEP Research, semiconductor analyst

BEP Research

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

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

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 485 ratings

Factcheck please
We don’t have puttable fabns anymore… I could go on
Apple Podcasts
1
Mariecurious
United States2 months 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 States6 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 States7 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 States7 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	#66	United States/Business/Investing
Apple Podcasts	#221	United States/Business
Apple Podcasts	#45	United Kingdom/Business/Investing
Apple Podcasts	#54	Canada/Business/Investing
Apple Podcasts	#137	United Kingdom/Business
Apple Podcasts	#141	Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon

Q: So I guess what is kind of the upside and downside to what you're hearing from the semiconductor community?

The upside is substantial growth from AI-driven demand and hyperscalers, with multi-year spend still to come, while the downside hinges on whether capacity actually gets built, given constraints like land, power, and clean-room availability; if those constraints ease, the upside continues to look strong.

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.

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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
5. Excess Returns

How many episodes of Monetary Matters are there?

Monetary Matters launched 2 years ago and published 317 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. Stacy Rasgon
2. Jay Mintzmyer
3. Ed Zitron
4. Ben Pouladian
5. James Elbaor
6. Henry Peabody
7. Eric Wallerstein
8. Jérémie Boyer

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