Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
In this episode of Monetary Matters, Jack Farley interviews Aahan Menon of Prometheus Macro to discuss his current market positioning and economic outlook. Aahan reveals a shift towards a more risk-off stance in his model portfolios, driven by concerns about frothy U.S. equity markets and a divergence between GDP growt...
In this episode of Monetary Matters, Jack Farley interviews Robert Smith, Corporate Finance Editor at the Financial Times, about the First Brands bankruptcy. Smith explains First Brands' history as an auto parts maker and a "roll up" company that grew through acquisitions, detailing its complex capital structure, inclu...
In this episode of Monetary Matters, Jack Farley interviews Dan Krausz of Blue Door Asset Management, focusing on the critical macro factors driving the economy and markets: fiscal policy and artificial intelligence (AI). Krausz emphasizes the importance of understanding the interplay between fiscal deficits, AI-driven...
In this co-hosted podcast episode, Jack Farley and Max Wethe discuss whether the AI bubble is popping, analyzing NVIDIA's earnings and the long-term sustainability of investments in data centers. They explore the debt markets, focusing on bond issuances by major tech companies like Oracle, Meta, and Microsoft, and the ...
In this episode of Monetary Matters, Jack Farley interviews Lyn Alden about various economic and investment topics. They discuss the two-speed economy driven by AI and fiscal deficits, the demographic challenges impacting social security, and the potential for AI to transform the economy with bubbles along the way. Lyn...
Jack Farley interviews Michael Howell about the Federal Reserve's policy change to stop quantitative tightening (QT) and its implications for market liquidity. Howell discusses the inevitability of the Fed's decision due to shortages in U.S. money markets and repo market strains, while also addressing the potential res...
Jack Farley interviews Federal Reserve Governor Stephen Miran on his dovish stance on monetary policy, including his dissents in recent FOMC meetings where he advocated for larger interest rate cuts. Miran explains his theoretical framework, emphasizing backward-looking inflation data, phantom imputed prices, a weakeni...
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