Monetary Matters with Jack Farley

The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market

Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf

The discussion centers on the potential economic consequences of the ongoing war between the US and Iran, particularly focusing on the possibility of the Strait of Hormuz being blocked. Martin Wolf, Chief Economics Commentator for the Financial Times, shares his insights, emphasizing the uncertainty surrounding the war...

Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation

Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked

The global liquidity cycle and its impact on financial markets are analyzed with Michael Howell of Capital Wars. Howell argues that global liquidity is peaking, which will pressure risk assets. He dismisses the narrative that Chinese buying explains the surge in gold prices, attributing it instead to specific actions b...

The Economic Effects of Technological Disruption & Artificial Intelligence | Nobel Laureate in Economics Peter Howitt

The conversation explores the economic concept of "creative destruction," particularly in the context of AI, with Nobel laureate Dr. Peter Howitt. Howitt explains that creative destruction, an idea from Joseph Schumpeter, describes how long-term economic growth arises from technological advancements that disrupt existi...

Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang

How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market

“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More

The conversation centers on the U.S. dollar's persistent strength despite large current account deficits, with Nobel laureate Paul Krugman offering insights. Krugman suggests the dollar's global role as the "money of moneys" and a safe haven contributes to its resilience, while domestic uncertainties and potential weap...

The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

Milton Berg, technician at MB Advisors and Milton Berg Edge, returns to Monetary Matters to discuss market trends and signals. Berg reviews the buy signals he identified in April 2025, which correctly predicted a substantial market rise, and explains why those signals still suggest further upside. He also elaborates on...

Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum

Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags

Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging

“Software Earnings Massacre” While Precious Metal Vol Explodes | Jack & Max on Silver, Fed Meeting, and Earnings

The podcast analyzes the surge in precious metals, the weakening dollar, and the Federal Reserve's stance, questioning the drivers behind these market movements. It explores whether the precious metals rally is fundamentally monetary or industrially driven, and the implications of central banks and major allocators inv...

The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals That Matter in 2026 | Deiya Pernas

The discussion centers on investment strategies amidst rapidly evolving technological and economic landscapes, particularly focusing on the SaaS sector and broader consumer behavior. Deiya Pernas from Pernas Research shares insights on identifying opportunities by distinguishing between enterprise and consumer SaaS, em...

How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree

U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on Equity Valuations, AI Data Center Boom, and “Big Market Delusions”

The valuation of the stock market, particularly in light of the AI boom, is examined with Aswath Damodaran, Finance Professor at the New York University Stern School of Business. The conversation highlights the "big market delusion" inherent in emerging technologies like AI, where overconfidence leads to overvaluation,...

Breaking Down the Precious Metals Bull Market, Natural Gas, Intel’s Disappointment, & the Small Cap Surge | Jack & Max

Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing Need, and Bull Case For Short-Term Rates