Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets
19 Jan 2025
1h 19m
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
Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen
15 Jan 2025
1h 19m
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value
14 Jan 2025
52m
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
13 Jan 2025
1h 46m
Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime
10 Jan 2025
52m
S&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 2025
09 Jan 2025
1h 38m
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
07 Jan 2025
57m
Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave
05 Jan 2025
1h 46m
Citrini’s Top 25 Trades For 2025
31 Dec 2024
1h 54m
Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample
29 Dec 2024
1h 9m
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
26 Dec 2024
51m
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
23 Dec 2024
1h 50m
U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth
19 Dec 2024
1h 4m
Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off
18 Dec 2024
37m
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
17 Dec 2024
55m
The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral
15 Dec 2024
1h 21m
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
12 Dec 2024
56m
Active Management Still Matters in Emerging Markets | Jamie Carter
10 Dec 2024
1h 17m
Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe
08 Dec 2024
1h 4m
The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
04 Dec 2024
1h 13m
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