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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
U.S. Dollar
Foreign Investors
US Economy
S&P 500
Political Uncertainty
People's Bank Of China
Private Equity
Volatility Arbitrage

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

PublishesDailyEpisodes194Foundeda year ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for Monetary Matters

Latest Episodes

Today's episode is brought to you by Teucrium. Learn more at: bit.ly/4gfI0fe

Luke Gromen of Forrest For The Trees argues that the US is facing the "Mother of All Crises": a forced choice between losing the AI race to China or destroying the ... more

This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: vaneck.com/REMXMax

Sam Gaer, CIO of Directional Strategies at Monarq Asset Management, joins Other People’s Money to discuss how he use... more

Today's episode is brought to you by Teucrium. Learn more at: bit.ly/4gfI0fe

Erik Norland, Chief Economist at the CME Group, joins Jack Farley to discuss the wild volatility in commodity markets. With Silver up over 80% in the past year, Eri... more

Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack

In this episode of Monetary Matters, Jack sits down with Michael Pettis, Senior Fellow at the Carnegie Endowment, to deconstruct the massive economic imbalances... more

Key Facts

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Recent Guests

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
James Wang
General Partner at Creative Ventures, author of 'What You Need to Know About AI'
Creative Ventures
Episode: Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
Robert Smith
Corporate Finance Editor at the Financial Times
Financial Times
Episode: Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
Dan Krausz
Economic analyst and representative from Blue Door Asset Management
Blue Door Asset Management
Episode: The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market
Satish Mansukhani
Managing Director of Investment Strategy at Rithm Capital
Rithm Capital
Episode: The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage Servicing, Commercial Real Estate, and Rithm's Asset Manager Acquisition Strategy
Stephen Miran
Governor of the Federal Reserve, discussing monetary policy and rates.
Federal Reserve Board of Governors
Episode: Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy
Anatoly Crachilov
CEO of Nickel Digital, a multi-manager hedge fund specializing in cryptocurrency.
Nickel Digital
Episode: This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital
Michael Howell
Known as the godfather of liquidity, he leads asset markets and prices.
Global Liquidity Indexes, Capital Wars Substack
Episode: The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold
Derek Pilecki
Portfolio manager of Gator Capital, a Florida-based fund manager
Gator Capital
Episode: Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital

Host

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

Reviews

4.9 out of 5 stars from 387 ratings
  • 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 Statesa month 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 States2 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 Kingdom2 months ago
  • Great cast

    Must listen for people that follow finance

    Apple Podcasts
    5
    Bob-San Pedro, Ca
    United States2 months ago
  • Problem with recordings

    The last few episodes it sounds like the recoding is being sped up at times or quiet periods are being spliced out. This is making listening more difficult. Otherwise love your podcast.

    Apple Podcasts
    4
    jguat
    United States2 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
#82
United States/Business/Investing
Apple Podcasts
#248
United States/Business
Apple Podcasts
#57
Canada/Business/Investing
Apple Podcasts
#72
United Kingdom/Business/Investing
Apple Podcasts
#143
Canada/Business
Apple Podcasts
#222
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
Q: And what is your optimal view if you were running global trade policy?
Tor resolve trade imbalances, tariffs would need to be properly implemented, but the best resolution would be restructuring the global trading system to eliminate persistent surpluses.
China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
Q: So how have the rest of the world been dealing with that imbalance?
The imbalance continues to grow with China running a trade surplus and the US trade deficit also increasing, despite attempts to implement tariffs.
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
Q: What do you believe is driving the bearish sentiment for the markets now?
The bearish sentiment is primarily related to the increasing dispersion in earnings growth, particularly reliant on tech, while the broader economic indicators show weakening momentum.
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
Q: What prompts the bearishness in the market according to your recent observations?
The divergence seen between strong GDP figures led by AI investment and a weakening labor market is a significant concern, suggesting unsustainable economic dynamics.
Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
Q: What are people in the private credit space saying about the implications of this case for the industry?
Some believe this could highlight broader issues within private credit and raise concerns about due diligence in similar investment strategies.

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. The Market Huddle
3. Macro Voices
4. Thoughtful Money with Adam Taggart
5. The Grant Williams Podcast

How many episodes of Monetary Matters are there?

Monetary Matters launched a year ago and published 194 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 Pettis
2. James Wang
3. Robert Smith
4. Dan Krausz
5. Satish Mansukhani
6. Stephen Miran
7. Anatoly Crachilov
8. Michael Howell

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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