Monetary Matters with Jack Farley

Jack Farley
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Monetary Matters with Jack Farley

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

  1. 5 SA. ÖNCE

    Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen

    This Monetary Matters episode is brought to you by VanEck.  Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Luke Gromen, Founder & President, Forest for the Trees (FFTT), joins Monetary Matters to share his thoughts on the rapidly selling off Treasury market and strong U.S. Dollar. Recorded on January 13, 2025. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Luke Gromen on Twitter https://x.com/LukeGromen

    1sa 19dk
  2. Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

    1 GÜN ÖNCE

    Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

    If you weren’t in large and often expensive technology stocks you likely struggled as a hedge fund manager in 2024. For small/mid-cap value investors like Kyle Mowery, Portfolio Manager and Founder of Grizzly Rock Capital, who’ve sold their investors a mandate that makes it nearly impossible to go buy the NVIDIAs of the world you can only fall back on communication and the clear expectations you’ve set with your investors. The problems plaguing small cap value managers are not new though, and if you are still practicing what Mowery calls “the old ways,” 2024 was likely not the first tough year you’ve had to explain. Here, Mowery explains how he’s adjusted his strategy over 13 years of existence to adapt to changing market structure, why he thinks of you have skills joining a pod is better than starting your own fund, and things he would do differently if he was setting up Grizzly Rock in 2025. Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Max Wiethe on Twitter: https://x.com/maxwiethe Find more on Grizzly Rock Capital here: https://www.grizzlyrockcapital.com/

    53 dk.

  3. 2 GÜN ÖNCE

    How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction

    Steve Hou, Researcher at Bloomberg Indices, joins Monetary Matters to share his work on Treasury Issuance patterns and equity index construction. Hou explains that “the supply effect” (i.e. the degree to which issuance of long-term bonds rises bond yields is related to stock/bond correlation). He shares several findings from his work on indices related to pricing power, research and development (R&D), and other factors, and at the end he offers his macro views on bond yields and the increasingly concentrated stock market. Recorded on January 7, 2025. __ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez __ Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Steve Hou on Twitter https://x.com/stevehouf Follow Bloomberg on Twitter https://x.com/Bloomberg Follow Bloomberg Terminal on Twitter https://x.com/TheTerminal __ Chapter 1 of Steve’s dissertation (“When is the supply effect large in the government bond market?”): https://finance.unibocconi.eu/sites/default/files/files/media/attachments/SteveHou_JMP20180115111812.pdf Steve’s work on the innovation factor (R&D): https://t.co/VSSpiUExWL Steve’s work on pricing power: https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/ Work on Analyst ratings upgrades: https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/

    1sa 46dk

  4. 4 GÜN ÖNCE

    Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

    Jack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afternoon of January 10. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Other People’s Money on:  Apple Podcast https://bit.ly/4e7QJ1M  Spotify https://bit.ly/3Yhaazi  YouTube https://bit.ly/3C63VXR  Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Philadelphia Fed work on early : https://www.philadelphiafed.org/-/media/frbp/assets/economy/articles/economic-insights/2022/q3-q4/eiq3q422_rs-measuring-state-employment.pdf https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/early-benchmark-revisions Bloomberg Opinion piece on Equity Risk Premia: https://www.bloomberg.com/opinion/articles/2025-01-10/who-s-afraid-of-rising-treasury-yields-not-stocks?srnd=opinion

    53 dk.

  5. 6 GÜN ÖNCE

    S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025

    Mel Mattison, investor, monetary theorist, and former fintech executive, joins Monetary Matters to share how he’s thinking about the next few years for the financial system. Stunned that Mel’s “6,000 by year-end 2024” prediction actually happened, Jack asks Mel why he now expects a violent correction in early 2025 while at the same time extending his S&P 500 forecast to the stunningly high 15,000 level by the end of 2028. They also discuss Bretton Woods 2.0, incoming Treasury Secretary Scott Bessent, potential revaluation of gold, and several advanced monetary topics. Recorded December 30, 2024.  Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Mel Mattison on Twitter https://x.com/MelMattison1 Mel Mattison’s website https://www.melmattison.com/ Mel Mattison’s book “Quoz”: https://www.melmattison.com/quoz

    1sa 38dk
  6. The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

    7 OCA

    The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

    When was the last time you heard about an exciting new mutual fund launch? It’s probably been a while. Despite ETFs, hedge funds, and burgeoning asset classes like private credit taking all the headlines, mutual funds still control over $20 trillion in AUM. So, how does one raise assets in the 2020s with a product many associate with a time gone by? Eric Crittenden, CIO and Founder of Stand Point Asset Management, joins OPM to share how his mutual fund has done just that and reached over $1 billion in AUM in less than 5 years. Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Standpoint on Twitter: https://x.com/StandpointFunds Follow Max Wiethe on Twitter: https://x.com/maxwiethe

    57 dk.

  7. 5 OCA

    Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

    Jason Cave, Senior Consultant at Potomak Global Partners, has over 30 years in bank and financial regulatory experience having worked at both the FDIC and FHFA. In this interview, Cave explains why he’s expecting a much better environment for banks of all sizes in the new regulatory regime under Trump. He discusses why he thinks the FDIC will finally open up bank M&A, the Basel III Endgame will be at least paused, and what he thinks of the future of Fannie Mae and Freddie Mac. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96

    1sa 47dk

  8. 31.12.2024

    Citrini’s Top 25 Trades For 2025

    Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15): https://www.citriniresearch.com/subscribe?coupon=d11a5439 The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of 2024 in his “Citrindex” which was up 65% in 202 (January 1, 2024 to December 23, 2024). Citrini shares excerpts from his “25 trades for 2025” piece at Citrini Research, covering everything from homebuilders, to drones, to Ukraine normalization trades and power capacitors. Recorded Christmas Eve December 24, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Citrini on Twitter https://x.com/Citrini7

    1sa 54dk
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Hakkında

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

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  • Yaratıcı
    Jack Farley
  • Aktif Yıllar
    2024 - 2025
  • Bölümler
    50

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