Monetary Matters with Jack Farley

Jack Farley
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.

  1. 1 DAY AGO

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

    This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the beginning of earnings season. Jack reviews a new credit flare-up in California’s commercial real estate (CRE) market that affected Zions Bancorporation and Western Alliance Bancorporation, before commenting on the very strong earnings from the large banks such as Bank of America and JPMorgan. Max and Jack then discuss precious metals, as well as current market positioning as revealed by brokerage data. Recorded on October 17, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96  Follow Max on Twitter: https://x.com/maxwiethe  Follow Monetary Matters on:  Apple Podcast https://rb.gy/s5qfyh  Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

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

    2 DAYS AGO · BONUS

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

    This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to his hedge fund, he also runs the Militia Long/Short Equity ETF ($ORR) which since its inception in January 2025 has also beaten the S&P 500 running a similar but still distinct long/short strategy from the one he employs at his hedge fund. We discuss his unorthodox decision to launch the ETF when the hedge fund was going so well, how he is managing the different liquidity needs, his dual fiduciary duties, differing compliance realities, and the increased transparency of the ETF wrapper. Follow David Orr on X: https://x.com/orrdavid Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod

    36 min

  3. 5 DAYS AGO

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

    This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR), returns to Monetary Matters to share how China’s growing export dominance is squeezing the balance of payments position of the U.S., Europe, and many other countries as well. Recorded on October 10, 2025. Relevant articles by Brad:“China’s Stealth Trade Surplus”: https://www.cfr.org/blog/chinas-stealth-trade-surplus “China’s Data Still Doesn’t Add Up”: https://www.cfr.org/blog/chinas-data-still-doesnt-add “China’s New Intervention Rule”: https://www.cfr.org/blog/chinas-new-intervention-rule “China is also Fighting a Trade War with Europe (and Winning)”: https://www.cfr.org/blog/china-also-fighting-trade-war-europe-and-winning “The Case that China is Now Actively Resisting Pressure on the Yuan to Appreciate”: https://www.cfr.org/blog/case-china-now-actively-resisting-pressure-yuan-appreciate Follow VanEck on Twitter https://x.com/vaneck_us Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

    1h 15m

  4. 11 OCT

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

    This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm  Jack Farley & Max Wiethe react to the weakness in the credit markets upon the large (>$10 Billion) bankruptcy of First Brands and the banks and financial entities that have exposure to it, such as Jeffries, UBS, and others. They also discuss President Trump’s threat to raise tariffs on China substantially, which he later specified as 100%, which sent the stock market and other risk assets tumbling on October 10.  Gymkhana Partners’ (a client) piece on India and tariffs: https://www.gymkhanapartners.com/dispatches/missing-the-forest-for-the-trees Follow Jack Farley on Twitter https://x.com/JackFarley96  Follow Max on Twitter: https://x.com/maxwiethe  Follow Monetary Matters on:  Apple Podcast https://rb.gy/s5qfyh  Spotify https://rb.gy/x56dx5  YouTube https://rb.gy/dpwxez

    1h 2m
  5. How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy

    8 OCT

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

    Richard J Murphy, a political economist, chartered accountant, tax reform advocate, and professor emeritus at the University of Sheffield, joins Jack on Monetary Matters to discuss tax reform, economic theory, inflation, deficits, central banking, and more. While the stock market has risen to record heights, there is an increasing uncertainty on the health of the economy. Richard gives his insights into how he believes that we can both increase the productivity of the economy and general welfare by reforming the taxation system.   Follow Richard Murphy on Twitter https://x.com/richardjmurphy?lang=en Follow Jack Farley on Twitter https://x.com/jackfarley96   Murphy’s “The Taxing Wealth Report 2024”: https://taxingwealth.uk/ Murphy’s blog, “Funding The Future”: https://www.taxresearch.org.uk/Blog/ Murphy’s Book, “The Joy of Tax”: https://www.amazon.com/Joy-Tax-Richard-Murphy/dp/059307517X

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

    5 OCT

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

    This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 00:27 No Jobs Numbers & Government Shut Down 02:12 AI Capex Bubble 09:55 Market Bubbles 19:08 Gold & Silver on the Rise 30:21 Fiscal AI 31:44 Opportunities for Shorting ($SWBI) 46:13 Data Center Buildout Theme 48:21 Rates Market is Too Dovish 52:26 Polling the Audience 55:53 Small Cap Season 57:35 Trusting the Bull Market

    1h 4m
  7. 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

    1 OCT

    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

    Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Patrick Perret-Green of PPG Macro is a veteran macro trader and analyst. He joins us today to share his concern over two recent high-profile bankruptcies that have caused jitters in the non-bank financial sector: Tricolor and First Brands. Patrick explains why he is bullish on long-duration sovereign bonds in Australia, the U.K., and Japan. Recorded on September 30, 2025. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

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

    28 SEPT

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

    Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Julian Brigden of MI2 Partners and MacroCapture returns to Monetary Matters to update viewers on his thinking about markets and the economy. Follow VanEck on Twitter https://x.com/vaneck_us Follow Julian Brigden on Twitter Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

    1h 11m
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About

Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.

Information

  • Creator
    Jack Farley
  • Years Active
    2024 - 2025
  • Episodes
    169

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