Monetary Matters with Jack Farley

The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines

The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle

Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update

Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)

What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows

Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat

How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy

The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max

Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive

Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar

In this episode of Monetary Matters, Jack Farley interviews Julian Brigden about the current market narrative of a fragile but not too weak labor market, allowing the Federal Reserve to cut interest rates without causing a recession. Brigden expresses skepticism about the "Goldilocks" scenario, citing historical data t...

Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP

Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids

Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More

Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital

“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing

Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market

Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management

The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)

In a sponsored fireside chat on Monetary Matters, Jack Farley interviews Angus Shillington, Lead Semiconductor Analyst and Deputy Portfolio Manager at VanEck, and Nick Frasse, Product Manager at VanEck, about the semiconductor industry and AI CapEx. Angus highlights the shift from cyclical competition to monopolies in ...

How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon