Monetary Matters with Jack Farley

Jack Farley

Federal Reserve

Stock Market

China

Recession

Interest Rates

Inflation

Oil Market

Labor Market

Fiscal Policy

Interest Rate Cuts

Chinese Economy

Real Estate

Foreign Investors

U.S. Dollar

S&P 500

Political Uncertainty

People's Bank Of China

Private Equity

Tail Risk

Volatility Arbitrage

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

445 ratings

Publishes	Daily	Episodes	248	Founded	2 years ago
Number of Listeners		Categories	InvestingNewsBusiness NewsBusiness

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Latest Episodes

Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research

Monetary Matters listeners can save 20% on their first-year subscription to Pernas Research: pernasresearch.com/monetarymatters

Software stocks have plummeted as the market prices in existential threats from AI capabilities and the rise of "v... more

19 Apr 2026 • 1 hr 1 min

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

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

In this episode, banking specialist Chris Whalen joins Jack to unpack the hidden risks within recent bank earnings, focusing heavily on the sector's exposure to p... more

18 Apr 2026 • 53 min

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

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

In this episode of Monetary Matters, Stanford University finance professor Hanno Lustig dives deep into the hidden mechanics of financial repression and fiscal su... more

15 Apr 2026 • 1 hr 30 min

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

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs.

Pictet AI Enhanced US Equity ETF (PQUS):

etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_source=jfmv&utm_content=pquslp&utm_medium=podcast_... more

14 Apr 2026 • 1 hr 10 min

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Recent Guests

Michael Haynes

Head of private credit at Beach Point Capital Management

Beach Point Capital Management

Episode: Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid

Robert Koenigsberger

CIO and founder of Gramercy, EM debt specialist

Gramercy

Episode: Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy

Ed Finley-Richardson

Expert in the shipping industry, author of Misadventures in Shipping Substack

Misadventures in Shipping

Episode: “Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario

Anna Wong

Chief US Economist at Bloomberg

Bloomberg

Episode: Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices

Gio Valiante

Dr. Gio Valiante, performance coach for hedge funds and athletes

Independent consultant/coach

Episode: The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante

Leyla Kunimoto

Founder and editor of Accredited Investor Insights

Accredited Investor Insights

Episode: The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives

Lupin Rahman

Independent sovereign debt specialist; former World Bank economist, IMF economist, and former head of sovereign credit at Pimco

World Bank; IMF; Pimco

Episode: How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman

Liz Ann Sonders

Chief Investment Strategist at Charles Schwab

Charles Schwab

Episode: Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock

Nadia Martin Wiggen

Director at Svelland Capital

Svelland Capital

Episode: “Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital

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 445 ratings

All around excellent show
Fantastic show after show after show. Thanks for your work!
Apple Podcasts
5
JESListener
United Statesa month 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 Statesa month ago
Great content
Jack asks the right questions to the right people. Superb
Apple Podcasts
5
Markm44
United Kingdom5 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
Canada5 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 States6 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	#76	United States/Business/Investing
Apple Podcasts	#245	United States/Business
Apple Podcasts	#43	United Kingdom/Business/Investing
Apple Podcasts	#66	Canada/Business/Investing
Apple Podcasts	#133	United Kingdom/Business
Apple Podcasts	#185	Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario

Q: How would you describe the closure of the Strait of Hormuz? How has it affected shipping availability and pricing within the Strait and then worldwide?

The strait acts as a critical chokepoint; with disruption, vessel supply tightens as ships are trapped or rerouted, pushing rates much higher. The Far East's demand patterns force longer, more expensive voyages, creating a unique environment where smaller, nimble ships can outperform larger ones, and where both arbitrage opportunities and risk are elevated.

Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid

Q: Where would you say the best risk-reward is across the markets you cover?

Direct lending remains a core, with stable income and lower public-market volatility, while opportunistic strategies offer higher returns by accepting more credit risk and market dislocations; overall the best risk-reward varies by market, investor objectives, and liquidity needs.

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

Q: And I'm interested how that's received by management and also how that's received by your investor base. So I grew up with raiders. How do management and investors respond to this engagement approach?

Management often responds positively to thoughtful, non-disruptive engagement. By asking targeted questions and offering strategic insight, we build trust without triggering defensive moves, and investors tend to appreciate a disciplined, transparent process that aims to unlock intrinsic value rather than pursue public, confrontational tactics.

The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives

Q: How did you get into private markets and what drew you to private credit and evergreen vehicles?

Leyla describes her entry through real estate private placements, noticing the democratization of access to alternatives and the emergence of evergreen, semi-liquid vehicles that offered liquidity and faster deployment, which shifted her focus toward these structures.

Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices

Q: Is it your base case that oil staying at $100 is recessionary? At what level of WTI oil is recession your base case?

Recession is not the base case at $100 oil given current strong starts to the year and offsetting fiscal impulses; a meaningful level of demand destruction from higher energy prices would need to be substantial and sustained, potentially requiring ad hoc policy responses to offset the shock.

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

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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 248 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. Michael Haynes
2. Robert Koenigsberger
3. Ed Finley-Richardson
4. Anna Wong
5. Gio Valiante
6. Leyla Kunimoto
7. Lupin Rahman
8. Liz Ann Sonders

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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