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. HÁ 14 H

    The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening

    Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like it’s 1997 again. Recorded on October 21, 2024.  Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Chris Whalen’s latest book, “Seeing Around Corners,” https://www.freedommortgage.com/seeingaroundcorners Lev Menand & Joshua Younger paper that Chris references: https://scholarship.law.columbia.edu/faculty_scholarship/4093/ Follow Chris Whalen on Twitter https://x.com/rcwhalen Follow Jack Farley on Twitter https://x.com/JackFarley96

    1h11min

  2. HÁ 3 DIAS

    Jim Rogers on China, Silver, and Timeless Investment Lessons

    Investing legend Jim Rogers joins Jack Farley on Monetary Matters to share timeless investing lessons. Rogers warns that people who blindly follow financial pundits without doing their own analysis are likely doomed to underperform, and he explains why he is a long-term bull on Chinese shares. Rogers argues that the unprecedented sovereign debt levels in the U.S. will reignite inflation, and explains why he continues to view silver as an effective inflation hedge. Recorded on October 17, 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 Beeland Interests https://www.beelandinterests.com/ Jim Rogers’ website https://www.jimrogers.com/ Jim Rogers’ Wikipedia https://en.wikipedia.org/wiki/Jim_Rogers

    57min

  3. 16 DE OUT.

    Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher

    Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has increased the labor force. Bianco makes the case that inflation is headed higher and bond yields now are probably headed higher. Recorded on October 14, 2024.  Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96

    1h26min

  4. 13 DE OUT.

    Jared Dillian: Private Equity Has Reached A Sentiment Top

    Jared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market.” Jared explains why he has shorted private equity companies and why he thinks private equity has peaked as an asset class and is destined for underperformance over the next decade. Recorded on October 11, 2024. Jared’s piece, ““The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market”: https://m.jareddillianmoney.com/private-equity-next-big-short Jared’s Short Private Equity website: https://www.shortprivateequity.com/ Jared’s latest book, “Night Moves: And other stories”: https://www.amazon.com/Night-Moves-stories-Jared-Dillian/dp/B0DFBJS741 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jared Dillian on Twitter https://x.com/dailydirtnap Follow Jack Farley on Twitter https://x.com/JackFarley96

    43min

  5. 9 DE OUT.

    How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge

    SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You can write the question in the body of the review, or you can send your question to to info@monetary-matters.com alongside a screenshot of your review. Brian McCarthy of Macrolens LLC joins Jack Farley to argue that the tremendous Chinese stock market rally of the past three weeks is fueled by misunderstanding of Chinese economic policy. McCarthy argues that the fiscal stimulus from the Chinese government will be 1 - 2 Trillion Yuan, or ~300 Billion USD, which McCarthy estimates is nowhere near close enough to stimulate the flailing Chinese economy. Recorded the afternoon of October 8, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Brian McCarthy on Twitter https://x.com/briangobosox Follow Jack Farley on Twitter https://x.com/JackFarley96

    53min

  6. 6 DE OUT.

    Lyn Alden on China's Real Estate Implosion & Stock Market Rally

    Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the American economy because of the large amount of fiscal deficits the U.S government is running. Recorded on September 30, 2024. Teucrium’s US Agriculture ETFs provide exposure to commodities like corn, wheat, soybeans, and sugar in a convenient size and ETF wrapper, right in your traditional brokerage account. Learn more at https://teucrium.com/ Follow Monetary Matters on: Apple Podcast: https://rb.gy/s5qfyh Spotify: https://rb.gy/x56dx5 YouTube: https://rb.gy/dpwxez Follow Lyn Alden on Twitter https://x.com/LynAldenContact Follow Jack Farley on Twitter: https://x.com/JackFarley96

    1h19min

  7. 4 DE OUT.

    The Oil Market Has A Big Problem | Paul Sankey

    Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why he thinks the price of oil is headed to as low as $50 as millions of barrels of capacity come online in Guyana, the U.S., and elsewhere, and as Saudi Arabia begins to focus on market share once again. Recorded on October 4, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Paul Sankey on Twitter https://x.com/crudegusher Follow Jack Farley on Twitter https://x.com/JackFarley96 Financial Times article on Saudi desire to take back market share: https://www.ft.com/content/1d186f62-5941-4f9e-aef1-7d93a8a696cd

    1h4min

  8. 1 DE OUT.

    Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

    Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds can be used to take advantage of the richness in bond volatility. Filmed on September 26, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Harley Bassman on Twitter https://x.com/ConvexityMaven Follow Jack Farley on Twitter https://x.com/JackFarley96 Learn more about Simplify https://www.simplify.us

    1h14min
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Sobre

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

Informações

  • Criado por
    Jack Farley
  • Anos de atividade
    2 mil
  • Episódios
    14

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