Podcast cover
The Monetary Matters Network · Investment

The Monetary Matters Network

The Monetary Matters Network hosts two shows "Monetary Matters with Jack Farley" and "Other People's Money with Max Wiethe". Monetary Matters: Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96. Other People's Money: Max Wiethe interviews the very best investment fund managers about the business of Other People's Money. Follow Max on Twitter @maxwiethe.

Episodes

Episode cover

AI Is Hiding A Weak Economy, Argues Lyn Alden

19 Nov 2025AI processed

In this episode of Monetary Matters, Lyn Alden discusses the two-speed economy, highlighting the boom in AI and data centers versus weakness in other sectors like commercial real estate and lower-income segments. They explore the unsustainability of AI companies' profitability, the difference between data center AI and...

Episode cover

Harnessing the Hidden Alpha in Fundamental Investing | David Stemerman CenterBook Partners

18 Nov 2025
1h 9m
Episode cover

The State of Real Estate Credit | Satish Mansukhani of Rithm Capital on Mortgages, CRE, and More

16 Nov 2025
1h 17m
Episode cover

10,000 on S&P 500 By 2027, Why Not? | Erik YWR

14 Nov 2025
1h 0m
Episode cover

Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein

13 Nov 2025
1h 16m
Episode cover

Falling Liquidity Creates Cash Shortage In Repo Markets | Michael Howell

10 Nov 2025
1h 1m
Episode cover

Fed Governor Miran Wants to Cut Interest Rates A Lot (Here’s Why)

06 Nov 2025
50m
Episode cover

The Hedge Fund Trying to Become the Top Pod Shop in Crypto

04 Nov 2025
1h 10m
Episode cover

More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max

02 Nov 2025
57m
Episode cover

Money Market Stress Is Here. Why Joseph Wang Thinks Fed Will Have To Start Expanding Balance Sheet

30 Oct 2025
1h 14m
Episode cover

Top Performing Hedge Fund Manager Says Credit Concern is Overblown | Derek Pilecki

28 Oct 2025
57m
Episode cover

Liquidity Is Finally Falling. Here’s What That Means for Markets | Michael Howell

26 Oct 2025
1h 47m
Episode cover

Currency Maestro Reveals Why Dollar Set for Rough Patch | George Saravelos, Top FX Researcher at DB

22 Oct 2025
42m
Episode cover

Avalanche of U.S. Dollar Selling In 2026 as Fed Cuts Rates | Jon Turek

20 Oct 2025
1h 3m
Episode cover

Banks Point Fingers As Another Loan Deal Goes Bad

18 Oct 2025
37m
Episode cover

How Hedge Funds Are Entering the ETF Game | David Orr

16 Oct 2025
36m
Episode cover

China’s Shock To Global Economy Is Here | Brad Setser

13 Oct 2025
1h 4m
Episode cover

Credit Falters As Huge Bankruptcy Shocks Market | Jack & Max on First Brands & Trump's Tariff

11 Oct 2025
1h 1m
Episode cover

Global Economy on Knife's Edge | Richard Murphy

08 Oct 2025
58m
Episode cover

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

05 Oct 2025
1h 4m
Page 4

Follow this podcast in Podwise

Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.

Open in Podwise