How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
05 Mar 2025
1h 11m
Jack Farley · Investment
Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Episodes
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
02 Mar 2025
1h 27m
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
27 Feb 2025
54m
Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber
23 Feb 2025
48m
The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
19 Feb 2025
1h 26m
The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
18 Feb 2025
56m
The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs
16 Feb 2025
1h 19m
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB
12 Feb 2025
1h 38m
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
11 Feb 2025
1h 16m
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
10 Feb 2025
1h 13m
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
07 Feb 2025
55m
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
05 Feb 2025
1h 24m
2025 = Biggest Bank M&A Year In History? Bank Czar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
03 Feb 2025
1h 27m
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
31 Jan 2025
51m
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
30 Jan 2025
56m
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
29 Jan 2025
32m
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
28 Jan 2025
1h 6m
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
26 Jan 2025
2h 35m
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
22 Jan 2025
1h 24m
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors
21 Jan 2025
49m
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