Jack Farley - Podcast Details

Shows

Monetary Matters with Jack FarleyWait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff NewsflowJack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes, tariff front running, and China’s recent monetary stimulus. Recorded May 7, 2025. Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Other People’s Money podcast on Twitter https://x.com/OPMpod Follow Jack Farley on Twitter https://x.com/JackFarley96 2025-05-0850 min

Monetary Matters with Jack FarleyBreaking The Dollar System | Freya BeamishFreya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar international monetary order. She estimates that U.S. and China will reach a deal lowering tariffs to ~30% levels and shares her views on bonds and gold. Recorded on April 14, 2025.Follow Freya Beamish on Twitter https://x.com/freyabeamishFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb...2025-04-201h 11

Monetary Matters with Jack FarleyTariff Escalation Update | Jack & Max on April 7 Tariff News & MarketFollow Jack Farley on Twitter https://x.com/JackFarley96Max Wiethe on Twitter https://x.com/maxwietheOther People’s Money Podcast on Twitter https://x.com/OPMpodFollow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez 2025-04-0844 min

Monetary Matters with Jack FarleyLiberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trump’s reciprocal tariffs which are based not on other countries’ tariff or non-tariff trade measures, but on the level of trade deficit itself. Recorded the morning of April 3, 2025.Follow Jack Farley on Twitter https://x.com/JackFarley96Max Wiethe on Twitter https://x.com/maxwietheOther People’s Money Podcast on Twitter https://x.com/OPMpodFollow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhS...2025-04-0344 min

Monetary Matters with Jack FarleyTariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air PocketDarius Dale of 42Macro joins Jack to explain why he’s been bearish on U.S. stocks and expects the rough sledding to continue. Dale believes stagflationary shock from tariffs and deflationary DOGE forces could cause Treasurys to catch a short-term bid, but long-term he is bearish on bonds. On a longer-term time horizon, Dale thinks Trump fiscal forces could be positive for the economy and markets. Recorded on April 1, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96Follow Darius Dale on Twitter https://x.com/DariusDale42...2025-04-021h 05

Monetary Matters with Jack FarleyTariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” ProbabilitiesThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackBrad Setser is an expert on global trade and capital flows, having served as senior advisor to the United States Trade Representative from 2021 to 2022. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Matters to explain why he thinks President Trump’s tariffs are likely to cause a growth shock in the second quarter. Recorded on March 20, 2025Brad Se...2025-03-261h 26

Monetary Matters with Jack FarleyA Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment CompaniesToday's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0feWhile Chris Whalen of Whalen Global Advisors is a supporter of many of the Trump administration’s policies, he expects they will cause some significant turbulence in credit and economic markets. Chris explains why he thinks FHA Mortgage foreclosures will rise, and shares his views on tariffs, bank stocks, and payment companies. Recorded on March 20, 2025. Second edition of Chris Whalen’s “Inflated”: https://www.wiley.com/en-us/Inflated%3A+Money%2C+Debt+and+the+Amer...2025-03-231h 04

Monetary Matters with Jack FarleyThe Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 MarketsThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackJim Bianco returns to Monetary Matters to break down the March Federal Reserve meeting. He explains why he thinks tariffs are unlikely to cause a recession and share his current asset allocation outlook. Recorded the afternoon of March 19, 2025.Follow VanEck on Twitter https://x.com/vaneck_usFollow Jim Bianco on Twitter https://x.com/biancoresearchFollow Jack Farley...2025-03-201h 11

Monetary Matters with Jack FarleyVolatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin RiskKris Sidial, co-CIO of The Ambrus Group, returns to Monetary Matters to share his decidedly bearish view of the U.S. stock market. Kris argues that volatility markets are not sufficiently pricing in the risks of President Trump’s economic policy, and if that if anything, vol traders are expecting a bounce and laying off hedges rather than buying them. Kris also explains the dispersion trade, vol selling in ETFs, index arb, vanna & volga, VVIX, and margin risk. Recorded on March 18, 2025. Follow Kris Sidial on Twitter https://x.com/KsidiiiFollow Jack Fa...2025-03-1954 min

Monetary Matters with Jack FarleyGeopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIAThis episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmJohn Bowman, CEO of CAIA Association, the Association of Chartered Alternative Investment Analysts, joins Jack Farley on a special crossover episode of Monetary Matters and Other People’s Money to discuss the biggest trends in alternative investments. Bowman explains how Tariff uncertainty and other geopolitical factors might be the #1 factor that led to last year’s drop in PE assets, why he believes there is stil...2025-03-181h 19

Monetary Matters with Jack Farley“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private CreditThis episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmJames Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities perf...2025-03-161h 48

Monetary Matters with Jack FarleyTariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan MenonRecorded on March 13, 2025.Follow Aahan Menon on Twitter https://x.com/AahanPrometheusFollow Prometheus Macro on Twitter https://x.com/prometheusmacroFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez 2025-03-141h 14

Monetary Matters with Jack FarleyThe Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff EndgameThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackMichael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOC’s ne...2025-03-121h 20

Monetary Matters with Jack FarleyThe “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”This Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackDuring most stock market sell-offs, the dollar tends to rise. Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains why he thinks the U.S. dollar will weaken as the stock market declines as a bubble in dollar assets is popped by new U.S. fiscal policy. Recorded on March 6, 2025.Follow VanEck on Twitter https://x.com/vaneck_usFollow Julian Brigden...2025-03-091h 09

Monetary Matters with Jack FarleyThe Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market DataWith a week of tough declines in U.S. stocks and the U.S. dollar, Jack welcomes business partner and host of “Other People’s Money” show Max Wiethe to talk the uncertainty that is driving markets lower. Jack explains why he is a relative bear on U.S. stocks against global equities, and why he is bullish on Chinese stocks. Max and Jack interpret the February labor market data which showed hiring had slowed, and Jack shares why he thinks the next few jobs reports will be weak because of the efforts to cut waste fraud and abuse from t...2025-03-0849 min

Monetary Matters with Jack FarleyHow Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and GoldThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackRecorded on March 4, 2025.Follow VanEck on Twitter https://x.com/vaneck_usFollow Jonny Matthews on Twitter https://x.com/super_macroFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5...2025-03-051h 11

Monetary Matters with Jack FarleyEconomic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail RiskEric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27, 2025.Follow Eric Wallerstein on Twitter https://x.com/ericwallersteinFollow Yardeni on Twitter https://x.com/yardeniFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez 2025-03-021h 27

Monetary Matters with Jack FarleyGambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber“Gambling Man” on Simon & Schuster: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741“Gambling Man” on Amazon: https://www.amazon.com/Gambling-Man-Greatest-Disruptor-Masayoshi/dp/166807074XLionel Barber, former editor of the Financial Times and author of “Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son,” joins Jack on Monetary Matters. Recorded on February 19, 2025. Follow Lionel Barber on Twitter https://x.com/lionelbarberFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podca...2025-02-2348 min

InFi: the Future of FinanceEp. 76: Jack Farley on Why Money Matters and the Contribution of the MMT CampJack Farley is host of the podcast "Monetary Matters," and was recently the moderator of Bob's debate on ZeroHedge against Nathan Tankus. Farley sticks up for the MMT camp and forces Bob to drill down to the essential differences between the Austrians and MMTers. Watch the video version of this episode here: https://www.youtube.com/watch?v=-MzQ3vyYZU4 Related: - https://www.youtube.com/watch?v=tF1JIT9kcpw - https://www.youtube.com/@Monetary-Matters - https://mises.org/podcasts/human-action-podcast/murphy-and-newman-do-postgame-analysis-zerohedge-mmt-debate Subscribe to our YouTube channel: https://bit...2025-02-2153 min

Monetary Matters with Jack FarleyThe Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”Jean-Baptiste Wautie, a veteran of private markets, joins Jack to share his nuanced and informed view on the asset class. Jean-Baptiste (JB) Wautier’s career highlights include significant roles at Arthur Andersen, Morgan Stanley, IK Partners, and BC Partners (BC) where he spent 20 years and was CIO for a decade. At BC he co-managed €40 billion of assets, helped raising three flagship funds and led ten major investments. Recorded on February 7, 2025.Follow Jean-Baptiste Wautier on Twitter https://x.com/jbwautierFollow Jean-Baptiste Wautier on LinkedIn https://www.linkedin.com/in/jean-baptiste-wautier-1a95a2/2025-02-191h 26

Monetary Matters with Jack FarleyThe Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & TariffsThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackDr. Patrick Honohan, honorary professor of economics at Trinity College Dublin and nonresident senior fellow Peterson Institute for International Economics, joins Monetary Matters to share lessons from his latest book, “The Central Bank as Crisis Manager.” Looking at financial and macroeconomic crises from countries ranging from Iceland, Switzerland, and the U.S., to his native Ireland (where he was the governor of its Central Bank from 2009 to 2015), Honohan conc...2025-02-161h 19

Monetary Matters with Jack FarleyWhat Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVBThis Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackKenneth Wilcox served as the CEO of Silicon Valley Bank from 2001 to 2011. He reflects on 30 years of service to SVB and its customers, as well as the stunning collapse of the institution in March 2023. Wilcox shares his findings from his new book, “The China Business Conundrum: Ensure That "Win-Win" Doesn't Mean Western Companies Lose Twice,” in which he describes in detail how the Chinese wing of Silicon Valley Bank (“Shanghai SVB”) was seri...2025-02-121h 38

Monetary Matters with Jack Farley“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and MoreDan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his new book, “The Humble Investor: How to find a winning edge in a surprising world.” Recorded on February 4, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96Follow Dan Rasmussen on Twitter https://x.com/verdadcapFollow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez 2025-02-101h 13

Monetary Matters with Jack FarleyThe EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term PremiaToday's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0feRohit Goel, partner and head of global macro at Breakout Capital, joins Monetary Matters to share his views on emerging markets, the dollar, and bond market term premia. Recorded on January 16, 2025.Follow Jack Farley on Twitter https://x.com/JackFarley96Rohit Goel on LinkedIn https://www.linkedin.com/in/goelrohit/Follow Monetary Matters on:Apple Podcast https://rb.gy...2025-02-051h 24

Monetary Matters with Jack Farley2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much MoreBrad Rinschler, managing partner and portfolio manager at Down Range Capital, joins Jack to share his in-depth view on the many niches of publicly traded bank stocks. Rinschler explains why he was short all 5 of the banks that failed in 2023, and why he is relatively constructive on small & community banks in 2025. He also offers his bull case for the red-hot stock $GBFH, which he has been involved with for many years. Recorded on January 27, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96Follow Brad Rinschler on Twitter https://x.com/thebankzhar 2025-02-031h 27

Monetary Matters with Jack FarleyJoseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackJoseph Wang of FedGuy.com returns to Monetary Matters to share his view that markets are insufficiently discounting the large and significant tariffs that the Trump Administration will implement shortly. Joseph and Jack also review the January Fed meeting, with Joseph noting that Fed chair Powell might be significantly more dovish than the FOMC committee. Joseph explains why he is bearish on stocks and bullish on bonds and gold (and short-term...2025-01-3151 min

Monetary Matters with Jack FarleyJanuary Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI RaceFederal Reserve chair Jerome Powell updated investors on the key factors driving interest rate policy at the same time as another perhaps even bigger factor, the future of AI, is rocking markets. Jack & Max breakdown Powell’s press conference, the data points to watch, and the AI elephant in the room.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Jack Farley on Twitter: https://x.com/Ja...2025-01-3032 min

Monetary Matters with Jack FarleyTariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the EconomyMark Zandi, Chief Economist for Moody’s Analytics, joins monetary matters to discuss his outlook for the US economy and why he thinks higher yields driven by broad based tariffs are the biggest risk to the US economy. Despite the economic strength he still sees he believes recession risk is elevated, and this risk is being driven primarily by policy uncertainty. He also discusses the GSEs, Fannie Mae and Freddie Mac, and why he thinks most paths to exiting conservatorship create a lot of pain for the mortgage market.Follow Monetary Matters on:...2025-01-281h 06

Monetary Matters with Jack FarleyWhy Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property BondsThis Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackLouis Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal, joins Monetary Matters to share his perspective on China in 2025 and beyond. Recorded on January 20, 2025.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Jack Farley on Twitter https://x.com/J...2025-01-221h 24

Monetary Matters with Jack FarleyWill the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving MarketsThere are always many narratives about what drives markets higher or lower but increasingly investors are turning to quantitative measures like style factors to decouple the signal from the noise and pinpoint what is actually behind major market moves. In this interview, Chris Carrano VP of Strategic Research at Venn by Two Sigma breaks down the orthogonal market factors that drove asset prices in 2024 and what is driving them so far in 2025. He also examines key moments like the post Trump rally in November, December’s equity market wobble post FOMC, and the recent reaction to cooling CPI data. Fi...2025-01-191h 19

Monetary Matters with Jack FarleyLuke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To StrengthenThis Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackInvesting involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 800.826.2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund. Carefully read before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates CorporationLuke Gromen, Founder & President, Forest for the Trees (FFTT), joins Monetary Matters to share...2025-01-151h 19

Monetary Matters with Jack FarleyHow The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index ConstructionSteve Hou, Researcher at Bloomberg Indices, joins Monetary Matters to share his work on Treasury Issuance patterns and equity index construction. Hou explains that “the supply effect” (i.e. the degree to which issuance of long-term bonds rises bond yields is related to stock/bond correlation). He shares several findings from his work on indices related to pricing power, research and development (R&D), and other factors, and at the end he offers his macro views on bond yields and the increasingly concentrated stock market. Recorded on January 7, 2025.__Follow Monetary Matters on:Apple Podc...2025-01-131h 46

Monetary Matters with Jack FarleyMarket Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro RegimeJack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afternoon of January 10.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR ...2025-01-1052 min

Monetary Matters with Jack FarleyS&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025Mel Mattison, investor, monetary theorist, and former fintech executive, joins Monetary Matters to share how he’s thinking about the next few years for the financial system. Stunned that Mel’s “6,000 by year-end 2024” prediction actually happened, Jack asks Mel why he now expects a violent correction in early 2025 while at the same time extending his S&P 500 forecast to the stunningly high 15,000 level by the end of 2028. They also discuss Bretton Woods 2.0, incoming Treasury Secretary Scott Bessent, potential revaluation of gold, and several advanced monetary topics. Recorded December 30, 2024. Follow Monetary Matters on:Apple Pod...2025-01-091h 38

Monetary Matters with Jack FarleyMothballing the Basel III Endgame | The Future of US Bank Regulation with Jason CaveJason Cave, Senior Consultant at Potomak Global Partners, has over 30 years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview, Cave explains why he’s expecting a much better environment for banks of all sizes in the new regulatory regime under Trump. He discusses why he thinks the FDIC will finally open up bank M&A, the Basel III Endgame will be at least paused, and what he thinks of the future of Fannie Mae and Freddie Mac.Follow Monetary Matters on:...2025-01-051h 46

Monetary Matters with Jack FarleyCitrini’s Top 25 Trades For 2025Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15):https://www.citriniresearch.com/subscribe?coupon=d11a5439The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of 2024 in his “Citrindex” which was up 65% in 202 (January 1, 2024 to December 23, 2024). Citrini shares excerpts from his “25 trades for 2025” piece at Citrini Research, covering everything from homebuilders, to drones, to Ukraine normalization trades and power capacitors. Recorded Christmas Eve December 24, 2024.Fol...2024-12-311h 54

Monetary Matters with Jack FarleyDr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be AmpleWith the end of year approaching and SOFR/IOR spreads widening, Darrell Duffie, renowned and prolific monetary scholar, joins Monetary Matters to share his views on why liquidity strains often appear at quarter- and year-end. Duffie explains his work on the September 2019 repo blowout and shares his findings that timing of bank payments is a better predictor of SOFR/IOR stress than the SOFR/IOR spread itself. Duffie also shares his views on debt-to-GDP levels, the theory that the Treasury has engaged in “stealth QE,” and the impact of SOFR transition on bank funding costs. Recorded on December 27, 2024. 2024-12-291h 10

Monetary Matters with Jack FarleyFrom "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & BeyondToday’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/TeucriumMichael Howell of Crossborder Capital joins Jack on Monetary Matters to share his outlook on global liquidity from three sources: central banks, cross border flows, and the private sector. Howell expects the liquidity cycle to peak in late 2025 / early 2026 and says "enjoy the party but dance near the door." Recorded on December 19, 2024.Follow Monetary Matters on:Appl...2024-12-231h 50

Monetary Matters with Jack FarleyU.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino BoothDanielle DiMartino Booth, CEO & Chief Strategist of QI Research, joins Monetary Matters to share her views on the December Federal Reserve FOMC meeting and her outlook on markets and the U.S. economy in 2025. DiMartino doubles down on her call that the U.S. economy is already in a recession, and explains why she thinks on January 29 2025 will be the day that the true weakness of the job market will be revealed. Recorded on December 19, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x5...2024-12-191h 04

Monetary Matters with Jack FarleyJack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-offJack welcomes Max Wiethe, business partner and host of Other People’s Money podcast, to break down December’s Federal Reserve meeting. Jack shares why he bought puts prior to the Fed’s meeting and his views for the market after its steep sell-off of nearly 3%. Max and Jack debate to what extent the monetary policy is hawkish, the bull case for the dollar, and how many cuts (if any) the Fed will do in 2025. Recorded just after the FOMC meeting on December 18, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyh 2024-12-1937 min

Monetary Matters with Jack FarleyThe Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price SpiralVincent Deluard, director of global macro for StoneX, joins Monetary Matters to share why he thinks there is a perfect storm of macro headwinds that in April to May of 2025 may put a halt to the relentless rise in U.S. stocks. Deluard argues that the lower inflation of 2024 will result in a lower cost-of-living-adjustment (COLA) adjustment for 2025 U.S. government programs such as Social Security. He thinks a strong U.S. dollar could dent corporate profits and that state and local governments plan to actually shrink expenditures in 2025. De...2024-12-151h 21

Monetary Matters with Jack Farley20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market RollercoasterToday’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/TeucriumFelix Zulauf, renowned macro investor and founder of Zulauf consulting, joins Jack on Monetary Matters to share his current views on stocks, bonds, and commodities. Zulauf expects a >1000 point correction in the S&P 500 in early 2025, and warns that a strengthening Japanese yen could unleash a wave of liquidations from investors involved in the Yen carry trade. Under such a risk-off scenario, Zulauf...2024-12-1256 min

Monetary Matters with Jack FarleyRumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max WietheJack Farley welcomes Max Wiethe, his business partner and host of the Other People’s Money podcast, for a conversation about the job market, the stock market, and the recent central banking conference they attended. Recorded on December 6, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Max Wiethe on Twitter https://x.com/maxwietheFollow Other People’s Money on Twitter https://x.com/OPMpodFo...2024-12-081h 04

Monetary Matters with Jack FarleyThe Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield CurveA stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why she thinks that recession is now the greater risk than inflation for 2025 and beyond. Declercq argues that U.S. economy has been growing beyond organic levels by relying upon debt growth and immigration. She explains her bullish view on the dollar, the two-year note, and her views on stocks and bonds. Recorded on December 2, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5 2024-12-041h 13

Monetary Matters with Jack FarleyFinancial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategyAndy Constan joins Monetary Matters to explain why he thinks financial markets are abnormal. With credit spreads extremely tight, the yield curve flat, and an expensive stock market, Andy estimates that all assets are expensive to cash and that financial markets are required to return to normal in order for inflation to return to normal. Recorded on November 26, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Andy Constan...2024-12-011h 24

Monetary Matters with Jack FarleyJoseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry TradeJack is joined by George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc, and Joseph Wang, publisher at FedGuy.com and former senior trader for the New York Fed, to probe the challenges the Federal Reserve faces at its December meeting and the new year. Recorded on November 25, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Joseph Wang on Twitter https://x.com/FedGuy12 2024-11-271h 28

Monetary Matters with Jack FarleyBanks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And NonbanksDr. Elham Saeidinezhad, Term Assistant Professor of Economics at Barnard College, Columbia University, and Market Structure Fellow, Jain Family Institute, joins Jack to share her upcoming papers on banks as synthetic hedge funds and interest rate swaps as synthetic funding. Recorded on November 23, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Elham Saeidinezhad on Twitter https://x.com/elham_saeidiElham Saeidinezhad’s Website https://elhamsaeidinezhad.com...2024-11-241h 58

Monetary Matters with Jack FarleyS&P To 7000? | Warren Pies On Why Stocks Aren’t OvervaluedWarren Pies of 3Fourteen Research joins Jack to share his views on why the stock market isn’t overvalued and why he is recommending to clients an underweight commodities stance. Pies argues that small-caps and mid-caps aren’t destined to do great if the bull market continues. Recorded on November 19, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Warren Pies on Twitter https://x.com/WarrenPiesFoll...2024-11-201h 29

Monetary Matters with Jack FarleyInvesting For A High Price Future | James Davolos on Inflation, Pricing Power, and West TexasJames Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing power that benefit from inflationary environments. Recorded on November 14, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Horizon Kinetics on Twitter https://x.com/horizonkinetics?lang=enFollow Jack Farley on Twitter https://x.com/JackFarley96 2024-11-171h 21

Monetary Matters with Jack FarleyU.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump AdministrationVeteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks the crowded long dollar trade has created a set-up for the Euro to rally, and he estimates that traders are a bit too short of oil and natural gas. Equities is in the “too hard” column so he is neutral, however he sees some short-term risks. Recorded on November 12, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.g...2024-11-131h 10

Monetary Matters with Jack FarleyThinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi | Other People's Money with Max WietheHedge fund strategies like distressed, long short equities, relative value, etc. are well defined and understood by allocators. As a result, funds that fit neatly into these style boxes can easily answer the question, “what type of fund are you?” But what if you don’t fit neatly into one of these boxes? Be too exact and no one will search for your niche strategy. Push the envelope to fit into one of these boxes and suddenly investors feel like they’ve been tricked into a meeting. This is a problem that Louis Camhi, founder and CIO of RLH Capital...2024-11-1256 min

Monetary Matters with Jack FarleyLet The Bull Loose | Citrini on Trump Trade, China, and Powell Put On BondsCitrini, the thematic cross-asset investor known for his prescient and profitable calls on AI and GLP-1s, joins Monetary Matters to review with Jack his “Trump basket” which since its inception in March 4, 2024 to November 8, 2024 is up 87% (his Trump market neutral basket is up 32% over the same time horizon). Citrini explains why he created the basket and how its performance tracked and often predicted Trump’s odds of winning in the betting markets. Upon Trump’s victory, he tells Jack which parts of the basket he thinks are overheated and which have room to run. Citrini also shares his views on...2024-11-101h 06

Monetary Matters with Jack FarleyA Defiant Chairman Powell Cuts Rates | Jack Farley & Max WietheThe Federal Reserve continued its course of interest rate cuts in the first FOMCmeeting following the election of Donald Trump and a defiant Chairman Powell stronglyrejected any notion that Trump’s presidency could affect the independence of theFederal Reserve. Here, Jack Farley and Max Wiethe discuss the Fed’s move in light ofrecent data, the stock market’s run both before and after Trump’s election, and theiroutlooks for stocks and the economy moving forward. Recorded on November 7th , 2024.Follow M...2024-11-081h 01

Monetary Matters with Jack FarleyEnter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max WietheHarris Kupperman, CIO and Founder of Praetorian Capital joins Max Wiethe to share how he’s grown his firm to over $300 million in AUM, largely by breaking the institutional mold. They discuss Kupperman’s choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a diversified base of LPs. They also discuss the firm’s blog Kuppy’s Korner, the importance of authenticity in brand building, and his choice to register the fund as a 506(c).Clarification: At 50:48 Harris mentions that almost half the capital in the f...2024-11-0657 min

Monetary Matters with Jack FarleyThe Great Millionaire Migration | Basil Mohr-Elzeki on Global Wealth MigrationEmail info@monetary-matters.com to inquire about Henley & Partners, and Jack will connect you with Basil.Basil Mohr-Elzeki, Managing Director and Head of Americas for Henley & Partners, joins Jack on Monetary Matters to explain why more millionaires than ever are going to relocate countries in 2024. He delves into the causes of this phenomenon, the nuances of citizenship and residency investment, and the role that taxes, geographic diversification and other factors play in driving the migration of the world’s high-net-worth individuals.Follow Monetary Matters on:Apple Podcast ht...2024-11-0349 min

Monetary Matters with Jack FarleyIs The Yield Curve’s Recession Signal Wrong?Jeff SniderJeff Snider of Eurodollar University joins Jack to explore whether the inverted yield curve signal has been proven wrong, and just how strong or weak the U.S. economy is. Recorded on October 28, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Jeff Snider on Twitter https://x.com/JeffSnider_EDUJeff’s YouTube Channel https://www.youtube.com/@eurodollaruniversityFollow Jack Farley on Twitter ht...2024-10-301h 26

Monetary Matters with Jack FarleyTo Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max WietheBuilding a successful hedge fund is hard. It’s even harder when you’re fighting the perpetual upward momentum of the market. Despite this headwind, Carson Block, CIO and Founder of Muddy Waters Capital, has made his firm into a successful fund management business and taken down billion-dollar frauds in the process. In this interview with Max Wiethe, Block explains why starting a fund became necessary to pursue activist short selling in a serious capacity, the pitfalls of capital raising and the different types of investors who are interested in specialized strategies like theirs, and how he is expanding his...2024-10-291h 34

Monetary Matters with Jack FarleyNot Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price BubbleDavid Rosenberg, founder and president of Rosenberg Research & Associates Inc., joins Jack Farley on Monetary Matters to argue why a recession is likely to occur as soon as 2025. Rosenberg points to the low savings rate and argues that fiscal deficits and a stock market price bubble are boosting consumer spending and that this will reverse if the stock market stops going up. Recorded on October 25, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez 2024-10-281h 10

Monetary Matters with Jack FarleyThe Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market ReawakeningChris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like it’s 1997 again. Recorded on October 21, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezChris Whalen’s latest book, “Seeing Around Corners,” https://www.freedommortgage.com/seeingaroundcornersLev Menand & Joshua Younger paper that Chris references: https://scholarship.law.columbia.edu/faculty_scholarship/4093/Follow Chris Whalen on Twitte...2024-10-231h 10

Monetary Matters with Jack FarleyJim Rogers on China, Silver, and Timeless Investment LessonsInvesting legend Jim Rogers joins Jack Farley on Monetary Matters to share timeless investing lessons. Rogers warns that people who blindly follow financial pundits without doing their own analysis are likely doomed to underperform, and he explains why he is a long-term bull on Chinese shares. Rogers argues that the unprecedented sovereign debt levels in the U.S. will reignite inflation, and explains why he continues to view silver as an effective inflation hedge. Recorded on October 17, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https...2024-10-2056 min

Monetary Matters with Jack FarleyInflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed HigherJim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has increased the labor force. Bianco makes the case that inflation is headed higher and bond yields now are probably headed higher. Recorded on October 14, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.g...2024-10-161h 25

Monetary Matters with Jack FarleyJared Dillian: Private Equity Has Reached A Sentiment TopJared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market.” Jared explains why he has shorted private equity companies and why he thinks private equity has peaked as an asset class and is destined for underperformance over the next decade. Recorded on October 11, 2024.Jared’s piece, ““The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market”: https://m.jareddillianmoney.com/private-equity-next-big-shortJared’s Short Private Eq...2024-10-1343 min

Monetary Matters with Jack FarleyHow Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market SurgeSPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You can write the question in the body of the review, or you can send your question to to info@monetary-matters.com alongside a screenshot of your review.Brian McCarthy of Macrolens LLC joins Jack Farley to argue that the tremendous Chinese stock market rally of the past three weeks is fueled by misunderstanding of Chinese economic policy. McCarthy argues that the fi...2024-10-0953 min

Monetary Matters with Jack FarleyLyn Alden on China's Real Estate Implosion & Stock Market RallyLyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the American economy because of the large amount of fiscal deficits the U.S government is running. Recorded on September 30, 2024. Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/Follow Monetary Ma...2024-10-061h 18

Monetary Matters with Jack FarleyThe Oil Market Has A Big Problem | Paul SankeyDespite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why he thinks the price of oil is headed to as low as $50 as millions of barrels of capacity come online in Guyana, the U.S., and elsewhere, and as Saudi Arabia begins to focus on market share once again. Recorded on October 4, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify ht...2024-10-041h 03

Monetary Matters with Jack FarleyHarley Bassman: Bonds Are Fully Cooked Without an Imminent RecessionHarley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds can be used to take advantage of the richness in bond volatility. Filmed on September 26, 2024.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5 2024-10-011h 13

Monetary Matters with Jack FarleyChina Fights Its Doom Loop | Leland Miller on Mammoth Stimulus From People's Bank of ChinaChina’s central bank just shocked markets with several impressive sounding stimulus measures, causing the biggest one-week rally in Chinese stocks since 2008. But how effective is this stimulus actually going to be to the Chinese economy? Leland Miller, co-founder & CEO of China Beige Book, joins Monetary Matters to weigh on this very important issue. Leland says he thinks the rally in Chinese stocks could continue for up to two months but that the effect on the Chinese economy will be to stabilize rather than to stimulate. Recorded on September 27, 2024. Follow Monetary Matters on:A...2024-09-281h 15

Monetary Matters with Jack FarleyNeil Dutta: This is What a Soft Landing Looks LikeNeil Dutta, Head of Economic Research at Renaissance Macro Research, joins Monetary Matters to update his prior call that the US economy would not enter a recession. He explains why a soft landing is still his base case and why he thinks the Fed is properly positioned to engineer that outcome even if soft economic data forces them to cut rates more aggressively. Recorded on September 21, 2024. __Learn more about Renaissance Macro Research: https://www.renmac.comFollow Renaissance Macro Research on Twitter https://x.com/RenMacLLCFollow Jack Farley on Twitter http...2024-09-2550 min

Monetary Matters with Jack FarleyKris Sidial: "Graveyard Day" Is In Store For Short Volatility TradersKris Sidial, co-CIO of Ambrus Group, joins Monetary Matters to break down the conditions in volatility markets that exacerbated the sharp sell-off in early August, and explain why he thinks the risks embedded in the "short vol" trade have only gotten worse. Recorded on September 20, 2024. Follow Kris Sidial on Twitter https://x.com/KsidiiiFollow Jack Farley on Twitter https://x.com/JackFarley96 2024-09-221h 16

Monetary Matters with Jack FarleyDanielle DiMartino Booth: The Fed Is Still Behind The CurveTeucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/Danielle DiMartino Booth, CEO and chief strategist of QI Research, joins Monetary Matters to share her views on the the Federal Reserve’s historic 50 basis point cut. Recorded shortly after Jay Powell’s press conference on September 18, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56d...2024-09-1959 min

Monetary Matters with Jack FarleyJoseph Wang: Fed Interest Rate Cuts Could Hurt The Stock MarketJoseph Wang, former senior trader for the New York Fed and publisher of FedGuy.com, joins Jack Farley as the first guest of Monetary Matters. Joseph shares his view on the Federal Reserve's historic double interest rate cut, and explains why he thinks the interest rate cuts could be quite bearish for the stock market. Filmed on September 18, just after Fed Chair Powell's press conference. Follow Joseph Wang on Twitter https://x.com/FedGuy12Follow Jack Farley on Twitter https://x.com/JackFarley96Joseph's latest piece, "When Big Cuts Are...2024-09-1957 min

Monetary Matters with Jack FarleyIntroducing... Monetary MattersJack Farley interviews the very best financial minds about macro, markets, and monetary matters. First episode going out with Joseph Wang on September 18, shortly after the Federal Reserve begins its cutting rate cycle.Follow Jack on Twitter @JackFarley96 2024-09-1700 min

Forward GuidanceThe Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retreat for prominent economists, wealth managers, traders, heads of research, and financial journalists. Talmon and Jack talk about the cooling labor market, modern monetary theory (MMT), private credit, and more.__Follow Talmon Smith on Twitter https://x.com/talmonsmithLatest articles by Talmon Smith for The New York Times: https://www.nytimes.com/by/talmon-joseph-smithAbout Camp Kotok https://www.cumber.com/about/camp-kotokLeen’s...2024-09-052h 04

The Bitcoin LayerBest Books On Finance & Global Macroeconomics with Jack FarleyIn this episode, Nik is joined by Jack Farley, host of the Forward Guidance podcast. Jack and Nik discuss their favorite books on finance and global macroeconomics. From banking history to financial markets to science fiction, Jack discusses what he loved about each book and inquires about Nik's background as a money markets and Treasury repo trader. Books and authors mentioned during this recording: Lords of Finance by Liaquat Ahamed Debt: The First 5000 Years by David Graeber Reminiscences of a Stock Operator by Edwin Lefèvre New York 2140 by Kim Stanley Robinson The P...2024-04-2353 min

Forward GuidanceJoseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley__Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024.__Follow Joseph: https://twitter.com/FedGuy12Follow John Comiskey on Twitter https://twitter.com/Johncomiskey77Follow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack Farley on Twitter https://twitter.com/JackFarley96 2024-02-011h 03

Forward GuidanceMichael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November. MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. Try MetaMask Portfolio:https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_c...2023-11-011h 07

Forward GuidanceDoes Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack FarleyWhat you’re about to listen to is a conversation with Jeremy Siegel, distinguished professor of economics at Wharton, Jeremy Schwartz, CIO of WisdomTree, and Dave Goodson, head of securitized products at Voya Financial, and Jack Farley, who was a guest on this episode of the “Behind The Markets” podcast.The first part of this discussion features Professor Siegel’s macro view on bonds, stocks, and the economy, and the second part of the conversation is devoted to Dave Goodson’s in-depth analysis of the world of securitized products, such as agency MBS, non-agency MBS, commercial MBS, and collat...2023-10-2949 min

Forward GuidanceSam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The CenturyJack welcomes Casey Wagner, Blockworks' senior policy correspondent, to recap the wild day of the trial of Sam Bankman-Fried (SBF) on October 26th, when SBF at last takes a stance to testify and rebut allegations of financial crimes.Casey Wagner's recent article on the trial:https://blockworks.co/news/sbf-trial-defense-missing-documenthttps://blockworks.co/news/sam-bankman-fried-trial-day-13__Follow Casey Wagner on Twitter https://twitter.com/caseywagnerrFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on...2023-10-2752 min

Behind the Markets PodcastBehind the Markets Podcast: Jack Farley & Dave GoodsonShow from 10/20/23 Hosts Jeremy Schwartz and Professor Siegel begin by summarizing current rate reports that are being released. Professor Siegel doesn't think The Fed will raise rates on November 1st. Mid December will bring new unemployment rate reports to watch for. He states there may be some caution going into the fourth quarter but nothing serious yet due to interest rates. The market is under pressure but he thinks the stronger economy will bring in stronger earnings. Jack asks the Professor about bonds and at what point are the rates attractive as a long term investment. (11:00) Dave Goodson joins Jeremy...2023-10-2051 min

Behind the Markets PodcastBehind the Markets Podcast: Jack FarleyShow from 9/1/23 Prof. Siegel joins Jeremy Schwartz this week with his analysis of the new employment report and the fade of fear in the labor market. He also discusses inflation and the housing market fueling his positive outlook on the current total market trend. (08:38) This week's guest, Jack Farley, starts off by asking Prof. Seigel about the downward revisions in non-farm payrolls as well as the historical significance in the 0.3% increase in the unemployment rate. He talks to us about the connection between the current labor supply and the threat of a recession. He dives into the rise in net...2023-09-0152 min

Guyset#11 - Investing 101 with Jack FarleyIf you have no idea where to start when it comes to investing, stocks, trading, bonds, finance, or anything in between, start here. Jack Farley is the host of the Forward Guidance podcast where he talks to the brightest minds in finance about... finance. If you know me, or when you listen to this episode, you'll know I am the furthest thing from a finance or investing expert but I'm learning, so come learn alongside me. Jack explains these complicated concepts and terminologies in a language that makes sense to someone in their 20s, just s...2023-08-2253 min

Jack Rants with Modern BankersEpisode 8: Amber FarleyJoin us for a captivating and informative eighth episode of "Jack Rants With Modern Bankers," featuring esteemed guest Amber Farley, a distinguished branding and marketing expert in the banking industry. With a deep understanding of the challenges and opportunities that marketing professionals face today, Amber shares her wealth of knowledge on a variety of critical topics. From tackling the complexities of branding and rebranding in a rapidly changing environment to harnessing the potential of social media for personal and professional growth, Amber's insights provide a roadmap for success in modern banking marketing. Tune in to discover strategies for effective communication...2023-08-0848 min

My Worst Investment Ever PodcastJack Farley – Don’t Play in Markets You Don’t KnowBIO: Jack Farley is the host of the Forward Guidance podcast. He is interested in all things liquidity, macro, and central banking.STORY: Jack bought a lot of put options on the markets and individual stocks, notably Tesla, in February 2020 when the market was bearish. When the market crashed in March 2020, Jack made so much money. But, soon, the market started going up, and his position dropped to zero.LEARNING: Don’t view the market as a place to create wealth; view it as a place to grow it. Don’t confuse being lucky with bein...2023-06-0734 min

The Nick Halaris ShowEpisode 02: Jack FarleyThis week, Nick welcomes Jack Farley, the host of the popular Forward Guidance podcast, to discuss the economy, market dynamics, and the art of investing. Nick uncovers how Jack's passionate curiosity for economics, finance, history, and investing launched him at a young age into his thriving career as an influential financial journalist and commentator.You can follow @NickHalaris on Instagram and Twitter for all the Nick Halaris Show Updates. To receive Nick's weekly Profit+ Newsletter subscribe at https://nickhalaris.beehiiv.com/Connect with Nick Halaris: Nick Halaris website and newletter (sign up!) ...2023-05-021h 13

Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob IaccinoFutures Edge Podcast with Jack FarleyWe sat down with New York-based video journalist Jack Farley. Jack covers traditional financial markets as the host of Blockworks macro podcast, "Forward Guidance." He previously worked on Bloomberg, Dealbreaker, and Real Vision. We started talking about his favorite interviews and his guest's opinions on the current macro environment, but as it turns out, the most interesting thoughts were Jack's own. Jack graduated from Brown University with a degree in Economics.2023-02-131h 07

Supply ShockThe "Super Bowl" For Central Banking | Jack FarleyOn today's episode of "On the Margin", Jack Farley, friend of the show and Host of another Blockworks podcast “Forward Guidance”, joins the show for a discussion on the central banking super bowl.As over 20 central banks around the world decide their key policy rates this week, including the Fed, BoE & SNB, we invited Jack to the show to share his thoughts on what this means for equities, bonds & most importantly inflation. In Jack’s mind, there was no doubt the Fed was “behind the curve”, but are they also “looking in the rear view mirror?”...2022-09-2145 min

Forward GuidanceWhy Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack FarleyThis is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the Blockworks Digital Asset Summit in September 2022, which will feature Mike Green, Danielle DiMartino Booth, and Jurrien Timmer. This recording also featured Andy Constan and Michael Kantrowitz.--Use code MACRO200 to get discounted tickets to the Blockworks Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/?gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIgyUQTvJmP-g0qAclP5WXFdpLdZSLkarlMTWE9_Po341_j_x5FBBBoCojkQAvD_BwE--Follow Jack on Twitter https://twitter...2022-08-181h 46

Real Vision PresentsEquities Surge as the U.S. Bond Rally Relents (w/ Weston Nakamura, Ash Bennington and Jack Farley)The 8-day rally in U.S. Treasury bonds finally breaks as global equities take back much of yesterday’s sell-off. Real Vision’s Ash Bennington, Weston Nakamura, and Jack Farley analyze today’s price action, as well as how the surge in job openings surge in the U.S. is reshaping dynamics in the American labor market. Lastly, Weston shares his thinking on correlations between U.S. bond yields and price swings in $AMC and other meme stocks. Thanks for watching The Daily Briefing. Sign up here with your email address to have every episode delivered to your inbox Monday-Friday: http...2021-07-1035 min

Real Vision PresentsStocks Crash Worldwide as Reflation Trades Backfire w/Samuel Burke, Peter Boockvar, and Jack FarleyPeter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red. Boockvar scrutinizes the U.S. bond market and attributes the violent flattening of the yield curve to the FOMC meeting earlier this month that rocked market participants. He tells Burke and Farley how the churning of certain reflation trades in light of the Delta Variant is affecting his perspective on energy, copper, precious metals, as well as equity markets in Developed Asia. Thanks fo...2021-07-0934 min

Real Vision PresentsWill Rising Interest Rates Change The Game? (w/ Jack Farley, Ash Bennington, and Ed Harrison)Get the Daily Briefing every weekday by subscribing to the Daily Briefing YouTube channel. Don't miss another episode: http://rvtv.io/subscribehere Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley for a deep-dive on how rapidly rising interest rates are transforming the financial landscape before our very eyes. Ed and Ash analyze the latest economic data on rising personal income and share their views on the proposed $15 minimum wage that failed to make it into the stimulus bill. Jack and Ash review price action in stocks and commodities and explain how interest rates...2021-02-2738 min

Real Vision: Finance & InvestingTeddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)Teddy Vallee, founder and CIO of Pervalle Global, joins Real Vision's Jack Farley to share his strategic outlook for assets such as the U.S. dollar, technology and energy stocks, gold, and bitcoin. Vallee explains why he believes that real rates for U.S. Treasury bonds will increase, and he describes why this view makes him believe there could be a capital exodus from technology into energy equities, as well as making bitcoin and gold less attractive to hold for the short-term, although he remains bullish on these two assets over the long-term. Filmed on November 24, 2020. Key learnings: Real...2021-01-2354 min

Real Vision PresentsTeddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)Teddy Vallee, founder and CIO of Pervalle Global, joins Real Vision's Jack Farley to share his strategic outlook for assets such as the U.S. dollar, technology and energy stocks, gold, and bitcoin. Vallee explains why he believes that real rates for U.S. Treasury bonds will increase, and he describes why this view makes him believe there could be a capital exodus from technology into energy equities, as well as making bitcoin and gold less attractive to hold for the short-term, although he remains bullish on these two assets over the long-term. Filmed on November 24, 2020. Key learnings: Real rates...2021-01-0852 min

Real Vision PresentsHow COVID 19 Is Squeezing the U.S. Housing Market (w/ Keith Jurow & Jack Farley)Keith Jurow, columnist at MarketWatch, returns to Real Vision to provide a strategic update on the precarious state of the U.S. housing market. Jurow shares with Real Vision's Jack Farley his analysis on how the black-swan of COVID-19 is squeezing the U.S. housing market from all sides and threatens to burst the housing and mortgage bubble. Incorporating data such as existing home sales, record low mortgage rates, as well as delinquency rates not seen since the 2008 financial crisis, Jurow interprets the rising risks in the housing market and explores the likelihood of an extreme correction. Subscribe to our...2021-01-081h 00

Swell Season Surf RadioJack Farley Hates Single Use PlasticsOn this episode of Swell season, we speak to Aussie transplant, Jack Farley about ocean advocacy, Taking 3 for the Sea, Moving to NYC and surfing the Rockaway's. An Australian living in Brooklyn, Jack loves to discuss plastic pollution with others and share the knowledge he has learned while working for Take 3 For The Sea for 6 years. Take 3 is a NGO that aims to conserve the environment and protect wildlife from the impacts of plastic pollution and waste by leading a movement of people connected to the planet.Since moving on from the Take 3 team earlier this year, Jack...2020-08-211h 22

The Forensic Lunch with David Cowen and Matthew SeyerForensic Lunch 5/8/20 - Jack Farley, Josh Brunty, Kevin Pagano, Tom Pace, Jim ArnoldThis week on the Forensic Lunch we had: Josh Brunty, @joshbrunty, talking about his DFIR program at Marshall https://www.marshall.edu/cyber/ Tom Pace of Blackberry Cyclance and Jim Arnold of KPMG talking about recent ransomware trends. Kevin Pagano, @kevpagano3, talking about his Sunday Funday and the Magnet Virtual CTF Jack Farley, @jackfarley248, talking about MEAT and the Magnet Virtual CTF https://github.com/jfarley248/MEAT You can watch it here: https://youtu.be/fPzSm-hofA0 2020-05-091h 17

A Necessary EvilAn Evening with Jack FarleyI'm joined in The Lair by Tabletop Enthusiast and Standup Comedian, Jack Farley. 2019-04-0100 min

Kevin Farley On The RoadKevin Farley On The RoadThis is a podcast about Kevin Farley and his experiences on the road doing stand up comedy. He interviews local stand ups from the area's he visits, and talks about the local comedy scene. This episode is with Carolyn Plummer, Mike Koutrobis, and Tumbling Jack Walsh. 2017-05-0100 min

Farley Bros RadioFarley Bros. Radio - 05/23/12It was an impressively bawdy day at Farley Brother Radio! Catch us talking about Johnny's close ball shave, what Jack really did to Dianne, and the tale of Queen Elizabeth's panties!2014-04-3054 min

Indie Book PublishingJack Farley, Ben Romero, Arthur W. Coffey, Jr., D.Min.Indie Book Publishing order of interviews for the 4/28/13 show: 5:00-6:00 PM EST 1. "Listen, I’m Still Here: The Continuation of Love from the Other Side – Part 1”; by Dorothy and Jack Farley 2. “Chicken Beak”; by Ben Romero 3. “Running for Recovery: Marathons of the Body, Mind, and Spirit”; by CH [LTC, RET] Arthur W. Coffey, Jr., D.Min.2013-04-2850 min