Monetary Matters with Jack Farley

The Market Has Moved from Deflation to Debasement | Warren Pies

The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed

Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks

Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital

Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold

The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman

The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)

In this episode of Monetary Matters, Jack Farley interviews Tian Yang of Variant Perception about global imbalances and their investment implications. Tian explains how the U.S. has been overconsuming while the rest of the world hasn't been consuming enough, leading to an artificially strong dollar. They discuss potent...

Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe

Equity Market Strength is Masking a Recession | Mike Green

The Fed Will Choose Inflation Over Recession | Vincent Deluard

Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt

Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein

“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs

What Investors Are Overlooking in AI & Semis | Val Zlatev

Soaring US Debt Burden & The Global Market Reset | Gerard Minack

In this episode of Monetary Matters, Jack Farley interviews Gerard Minack of Minack Advisors about his views on interest rates and the global economy. Minack discusses his shift away from secular stagnationist views, citing larger government deficits, increased investment demand, and the crumbling of globalization as c...

American Exceptionalism was a Fiscal Facade | Marco Papic

In this episode of Monetary Matters, Jack Farley interviews Marko Papic, Chief Strategist at BCA Research, about the geopolitical and economic implications of potential policy shocks, particularly tariffs and fiscal policy. Papic argues that while tariff policies might be less impactful than expected due to Trump's neg...

Patient Value Investing and America’s Industrial Advantage | Bob Robotti

Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025

Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare

Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne