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Artwork for Monetary Matters

Monetary Matters with Jack Farley

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

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

PublishesDailyEpisodes286Founded2 years ago
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Artwork for Monetary Matters

Latest Episodes

In this episode, Jack sits down with Kathryn Rooney Vera, Chief Market Strategist at StoneX Group, to unpack the Federal Reserve's decision to hold interest rates and Chair Warsh's transition toward a quieter, laissez-faire communication style. Kathr... more

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Learn more about the Fundrise Income Fund here: Fundrise.com/mm

Luke Gromen, founder of Forest for the Trees, sites down with Max Wiethe to dissect the escalating crisis in the global bond market. Gromen argues that off-balance sheet liabili... more

In this episode of Monetary Matters, host Jack sits down with Nicholas Brooks, Head of Economic and Investment Research at ICG, to discuss the true health of private credit and corporate balance sheets. Brooks argues that underlying corporate fundame... more

Learn more about Teucrium’s Soybean ETF (SOYB) here: teucrium.com/soyb

Free E-book from Teucrium: insights.teucrium.com/why-investors-turning-to-commodity-etfs

In this episode of Other People's Money, Max Wiethe sits down with hedge... more

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Recent Guests

Russell Clark
Hedge fund manager based in London
Episode: Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Nick Nemeth
Financial investor, researcher and author at Mispriced Assets
Mispriced Assets
Episode: Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Shaky Loans, and Retirement System That Actually Does Have Run Risk (via Surrenders)
Moritz Heiden
Co-founder, Takahe Capital
Takahe Capital
Episode: Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Moritz Seibert
Co-founder, Takahe Capital
Takahe Capital
Episode: Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Ben Pouladian
Specialist investor and analyst in the semiconductor world and the semiconductor supply chain
BEP Research
Episode: The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated
Sean McGould
CEO and CIO of The Lighthouse Group
The Lighthouse Group
Episode: Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
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

Host

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

Reviews

4.9 out of 5 stars from 470 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 States3 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

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

Apple Podcasts
#104
United States/Business/Investing
Apple Podcasts
#48
Canada/Business/Investing
Apple Podcasts
#68
United Kingdom/Business/Investing
Apple Podcasts
#136
Canada/Business
Apple Podcasts
#197
United Kingdom/Business
Apple Podcasts
#91
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Q: What is the best trend following strategy and why?
There isn't a single best approach; there is ongoing debate between traditional high-volatility, old-school strategies and newer volatility-targeting methods. The guests argue that the best outcome comes from robustness, diversification, and the ability for different markets and curves to contribute over time, rather than chasing a single optimal parameter set.
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Q: Do you think AI will fundamentally alter wage dynamics or labor markets in a way that changes this macro picture?
He suggests AI spending is largely a defensive capital spending cycle to protect existing profitable businesses rather than a new wave that permanently raises productivity; wage inflation will be shaped more by policy and politics than AI alone.
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Q: Tell me why you think this other much bigger market is really where there is a lot of risk right now.
Clark argues that the Treasury market is the more systemic risk, driven by aggressive government spending, wage growth, and political incentives that could push nominal rates higher for an extended period, making traditional fixed income unattractive.
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Q: What markets are you overlaying when you compare Japan and Korea to other regions?
We overlay two markets with distinct regulatory and governance changes—Japan and Korea—because those reforms have directly reshaped corporate behavior, capital allocation, and shareholder rights, which in turn influence market dynamics and alpha opportunities.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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 286 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. Russell Clark
2. Nick Nemeth
3. Moritz Heiden
4. Moritz Seibert
5. Ben Pouladian
6. Sean McGould
7. Josh Pristaw
8. Erik YWR

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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