Monetary Matters with Jack Farley

103 Episodes

1. Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

   Published: 2/11/2025
2. “The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

   Published: 2/10/2025
3. Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

   Published: 2/7/2025
4. The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia

   Published: 2/5/2025
5. 2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More

   Published: 2/3/2025
6. Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)

   Published: 1/31/2025
7. Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks

   Published: 1/30/2025
8. January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race

   Published: 1/29/2025
9. Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy

   Published: 1/28/2025
10. How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake

    Published: 1/26/2025
11. Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

    Published: 1/22/2025
12. Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors

    Published: 1/21/2025
13. Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets

    Published: 1/19/2025
14. Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen

    Published: 1/15/2025
15. Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

    Published: 1/14/2025
16. How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction

    Published: 1/13/2025
17. Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

    Published: 1/10/2025
18. 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

    Published: 1/9/2025
19. The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

    Published: 1/7/2025
20. Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave

    Published: 1/5/2025