Monetary Matters with Jack Farley

Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler

Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder

“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree

Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max

The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)

Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness

The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market

Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data

In this episode of Monetary Matters, Jack Farley interviews Johnny Matthews of Super Macro about his evolving macro view and trading strategies. Matthews discusses his shift from anticipating no recession to forecasting sluggish economic growth due to the impact of tariffs on business and consumer confidence, leading t...

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs

Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners

A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson

Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit

SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital

Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol

Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of Pivotal Path

The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne

In this episode of Monetary Matters, Jack Farley interviews Citrini about artificial intelligence and robotics. Citrini shares his insights on the current state of AI, highlighting the shift from easy gains in semiconductor investments to the need for a more nuanced approach focusing on the implementation and ROI of AI...

The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade