TheBitCast

Monetary Matters with Jack Farley

Autor: Jack Farley

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

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  1. "Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" – Monetary Matters with Jack Farley
  2. Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis – Monetary Matters with Jack Farley
  3. Jim Bianco: Why I’m Finally Buying Bonds After Six Years – Monetary Matters with Jack Farley
  4. The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO – Monetary Matters with Jack Farley
  5. Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC – Monetary Matters with Jack Farley
  6. Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon – Monetary Matters with Jack Farley
  7. The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom) – Monetary Matters with Jack Farley
  8. Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk – Monetary Matters with Jack Farley
  9. Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA – Monetary Matters with Jack Farley
  10. The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC – Monetary Matters with Jack Farley
  11. Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy – Monetary Matters with Jack Farley
  12. Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group – Monetary Matters with Jack Farley
  13. Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion – Monetary Matters with Jack Farley
  14. Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now – Monetary Matters with Jack Farley
  15. Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan – Monetary Matters with Jack Farley
  16. Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital – Monetary Matters with Jack Farley
  17. Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland – Monetary Matters with Jack Farley
  18. What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranjal Drall and Andrew Granato on How Private Equity Turned Life Insurance Into a Taxpayer Backstop – Monetary Matters with Jack Farley
  19. “I’m Insanely Bullish on Bonds” | Jared Dillian on Copper, Bonds, Semis, and The Awesome Portfolio – Monetary Matters with Jack Farley
  20. The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller – Monetary Matters with Jack Farley
  21. The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index – Monetary Matters with Jack Farley
  22. Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bull Market | Warren Pies – Monetary Matters with Jack Farley
  23. Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year of the Banker” | High Yield Harry – Monetary Matters with Jack Farley
  24. Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame Long-End Yields – Monetary Matters with Jack Farley
  25. Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue – Monetary Matters with Jack Farley
  26. Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt" – Monetary Matters with Jack Farley
  27. Milton Berg: I Have Evidence Market Has Likely Bottomed | Why Milton’s Long Semis, Korea, Nasdaq, and More (With Caveats), and Why He Thinks Gold has made a Multi-year Top – Monetary Matters with Jack Farley
  28. Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas – Monetary Matters with Jack Farley
  29. Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM – Monetary Matters with Jack Farley
  30. Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception – Monetary Matters with Jack Farley