Monetary Matters with Jack Farley Por: Jack Farley Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96. 209 episodios disponibles Latest episodes of the podcast Monetary Matters with Jack Farley Mostrando página 4 de 11 “Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree 26/08/2025 Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max 22/08/2025 The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception) 19/08/2025 Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?) 18/08/2025 Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness 14/08/2025 The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market 12/08/2025 Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data 08/08/2025 Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments 05/08/2025 The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening 03/08/2025 Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs 31/07/2025 Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners 30/07/2025 A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson 27/07/2025 Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit 23/07/2025 SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital 22/07/2025 Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol 20/07/2025 Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath 15/07/2025 The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne 13/07/2025 The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade 10/07/2025 The Market Has Moved from Deflation to Debasement | Warren Pies 08/07/2025 The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed 06/07/2025 « Primera ‹ Anterior 1 2 3 4 5 6 ... 11 Siguiente › Última » Share Facebook Twitter LinkedIn