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Monetary Matters with Jack Farley

Jack Farley
Federal Reserve
Stock Market
China
Interest Rates
Recession
Inflation
Oil Market
Labor Market
Interest Rate Cuts
Fiscal Policy
Chinese Economy
Real Estate
Foreign Investors
U.S. Dollar
US Economy
S&P 500
Political Uncertainty
People's Bank Of China
Private Equity
Tail Risk

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

PublishesDailyEpisodes215Foundeda year ago
Number of ListenersCategories
Business NewsInvestingBusinessNews

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Artwork for Monetary Matters

Latest Episodes

Deiya Pernas, co-founder of Pernas Research, has crushed the market and compounded at over 30% since he and his partners began tracking their portfolio in 2017. In this interview, Deiya examines 10 key micro and macro questions that he believes could... more

Maredith Hannon, Head of Business Development at Wisdom Tree Digital, joins Other People’s Money to discuss how tokenized real-world assets are taking off at a pace eerily similar to the early growth of ETFs. Crypto enthusiasts have long touted the p... more

Learn more about the Fundrise Income Fund here:

Fundrise.com/mm

In this deep-dive interview, NYU Finance Professor Aswath Damodaran, the "Dean of Valuation," assesses the current state of the U.S. stock market, describing the S&P 500 as ric... more

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: ⁠https://fiscal.ai/mm/

Jack & Max break down the bull market in silver and gold, how they are expressing their bullish vi... more

Key Facts

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Recent Guests

Steve Novakovic
Managing Director of Educational Programs at CAIA
CAIA
Episode: The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
Matt Ober
Managing partner at Social Leverage and former chief data scientist at Third Point.
Social Leverage
Episode: Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage
Maria Vassalou
Head of the Pictet Research Institute
Pictet Research Institute
Episode: Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
Jay Shambaugh
Economist at George Washington University and former Under Secretary of the Treasury for International Affairs
George Washington University
Episode: China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
Andrei Stetsenko
Co-founder of Gymkhana Partners and investment partner focused on small-cap companies in India
Gymkhana Partners
Episode: How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
Andrew Beer
Founder and managing member of DBI
DBI
Episode: Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck
Jim Chanos
Investor and short seller, founder of Chanos and Company
Chanos and Company
Episode: The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
Erik Norland
Chief Economist at the CME Chicago Mercantile Exchange
CME Group
Episode: Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
Michael Pettis
Senior Fellow at the Carnegie Endowment
Carnegie Endowment
Episode: China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation

Host

Jack Farley
Host exploring macroeconomic trends and markets, interviewing key figures in finance.

Reviews

4.9 out of 5 stars from 418 ratings
  • Great content

    Jack asks the right questions to the right people. Superb

    Apple Podcasts
    5
    Markm44
    United Kingdom2 months ago
  • Excellent podcast

    My favorite macroeconomic podcast. I have been following Jack’s evolution for a number of years. He got better and better. He is able to get A+ guests and he asks insightful questions. Best of all, he does not hesitate to push back when needed

    Apple Podcasts
    5
    John Lock
    Canada2 months ago
  • Joseph Wang Interview was excellent t

    From an information content standpoint, I would say the Joseph Wang interview was one of your best. Please have him on early and often. Learned a ton.

    Apple Podcasts
    5
    Florida Fitness Buffs
    United States3 months ago
  • Goldilocks, Capex, and Private Credit

    Econ BA in 1975. Still interested and learning.

    Retired so sometimes I listen to these episodes 2x.

    You do a great job Jack! My favorite podcast now.

    Apple Podcasts
    5
    Econ75
    United States3 months ago
  • Superb

    The podcasts offered in this channel are of exceptional quality. The channel is an attempt to understand today’s events by looking deeper into the working of the monetary system in the broadest sense. The guests are genuine experts, and they shine by being interviewed by the hosts who have an obvious knowledge of the financial system. Really well worth your time.

    Apple Podcasts
    5
    maksmemdkdjd
    United Kingdom4 months ago

Listeners Say

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

The host is praised for his preparation and ability to ask thought-provoking questions that draw out expertise from guests.
There are some technical feedback regarding sound quality in recent episodes, but the overall sentiment is overwhelmingly positive about the content and guest selections.
Listeners appreciate the podcast for its depth, with many highlighting the quality of guests and the insightful discussions that illuminate market complexities.

Chart Rankings

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

Apple Podcasts
#96
United States/Business/Investing
Apple Podcasts
#213
United States/Business
Apple Podcasts
#71
United Kingdom/Business/Investing
Apple Podcasts
#73
Canada/Business/Investing
Apple Podcasts
#187
Canada/Business
Apple Podcasts
#205
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
Q: What do you think about tariffs and their impact on growth?
Tariffs may act more as a negotiation tool than a strict revenue-raising mechanism and uncertainty could have a negative economic effect.
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
Q: Do you think it will be able to be refinanced without any hiccups?
It's unlikely due to global debt phenomena and the need for significant liquidity to manage refinancing.
The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s Debt, Deflation, and “Industrial Policy 3.0”
Q: What might you advise Beijing to do to address deflation?
Beijing would need to establish a new housing bank, resolve real estate firms' finances, show political will to support private firms, and tackle local government finances.
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
Q: How should managers approach interactions with allocators in light of these shifts?
Managers should adapt their approach to be more thematic and objective-based since allocators will be seeking strategies that meet specific portfolio needs, rather than strictly filling comparative slots.
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
Q: What is the actual change being made in benchmarking?
The benchmarking is less granular under TPA; instead of focusing on performance relative to specific asset classes, the board now focuses on the overall portfolio performance against a broad benchmark like a 70-30 stock-bond mix.

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?

A deep dive into financial markets and macroeconomic trends, this podcast features engaging interviews with leading finance experts. Topics often explored include the intersections of technology and investing, critical evaluations of market behavior, and in-depth discussions about monetary policy and its implications for the global economy. Unique guest insights, ranging from veteran economists to emerging voices in finance, ensure a multifaceted approach to understanding the complexities of today's financial landscape. Listeners can expect thought-provoking dialogue, clear explanations of intricate financial concepts, and a well-researched approach to contemporary economic issues.

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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. Hidden Forces

How many episodes of Monetary Matters are there?

Monetary Matters launched a year ago and published 215 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. Steve Novakovic
2. Matt Ober
3. Maria Vassalou
4. Jay Shambaugh
5. Andrei Stetsenko
6. Andrew Beer
7. Jim Chanos
8. Erik Norland

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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