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Monetary Matters with Jack Farley Monetary Matters with Jack Farley Jack Farley Repossible Repossible Bradley Charbonneau Omni Talk Retail Omni Talk Retail Omni Talk Retail Student Loan Planner Student Loan Planner Travis Hornsby Financial Planner Life Podcast Financial Planner Life Podcast Sam Oakes Kinesis Money Kinesis Money Kinesis Money Imperium Podcast w/ Charlie Morgan Imperium Podcast w/ Charlie Morgan Charlie Morgan Travel Trends with Dan Christian Travel Trends with Dan Christian Dan Christian Market Enthusiast powered by Good Life Market Enthusiast powered by Good Life Noah Brooks Making Cents Making Cents Frances Cook Rock Solid Conversations Rock Solid Conversations Eric Zwigart The #WhatsNext Podcast The #WhatsNext Podcast nextAdvisory The Electrical Show The Electrical Show Fix Radio Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Dan Sullivan and Shannon Waller Let´s Rock your Business Let´s Rock your Business Judith Hoffmann Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare 【音声配信】パワーポッドキャストの作り方🎙️ -オーディオWebコンテンツマーケティングの始め方- 【音声配信】パワーポッドキャストの作り方🎙️ -オーディオWebコンテンツマーケティングの始め方- アポロ-Bluepoint Info Marketing🇨🇦 eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection Steve Hutt | Shopify and eCommerce Expert Multiplier Mindset® with Dan Sullivan Multiplier Mindset® with Dan Sullivan Dan Sullivan and Strategic Coach Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint Bloomberg News Now Bloomberg News Now Samejo (La)Chance Encounters (La)Chance Encounters Alex LaChance The AllinCrypto Podcast The AllinCrypto Podcast AllinCrypto KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 The GrowOrtho Podcast The GrowOrtho Podcast HIP Creative وين ماتكون وين ماتكون عبدالرحمن الخميس The High Court Report The High Court Report SCOTUS Oral Arguments Spotcast Spotcast Melanoma Canada Notary Knowledge by Derrick Spruill Notary Knowledge by Derrick Spruill Derrick Spruill Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network All In with Allie All In with Allie Allie Reeves The Marketing Architects The Marketing Architects Marketing Architects My Veterinary Life My Veterinary Life American Veterinary Medical Association (AVMA) Loner To Leader: Your Path To Power, Passion & Prosperity Loner To Leader: Your Path To Power, Passion & Prosperity Eric Mortimer 雷老闆-董事長聊投資 雷老闆-董事長聊投資 雷老闆|金玉峰證劵投資顧問股份有限公司 天下文化‧相信閱讀 天下文化‧相信閱讀 天下文化
Monetary Matters with Jack Farley

Business

Monetary Matters with Jack Farley

Jack Farley

What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”

July 02, 2026 8:33am 1:06

In this episode, veteran investor and macro strategist Erik from the Erik YWR Substack breaks down his bold bull thesis projecting the S&P 500 to hit 10,000 by the end of 2027. Drawing on his past investing experience in...

Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter

June 30, 2026 1:30pm 51 min

Leading IPO researcher Jay Ritter, widely known as "Mr. IPO" and the director of the IPO Initiative at the University of Florida's Warrington College of Business breaks down the historic 2026 public market landscape. Rit...

Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)

June 29, 2026 12:11pm 54 min

Liaquat Ahamed, legendary financial historian and author, joins Jack to discuss his latest book, "1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” Ahamed unpacks the 1873 financial ...

Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus

June 24, 2026 1:30pm 47 min

In this episode of Other People's Money, host Max Wiethe sits down with Shashank Chiranewala, founder of the new investment platform Plutus, to explore the future of independent research and portfolio management. Shashan...

Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

June 21, 2026 3:19pm 1:10

Ed Zitron is one of the most prolific skeptic of the AI Boom. Having just reported OpenAI’s 2025 financial loss, he joins Jack to argue that the sheer size of the losses by the large language model (LLM) companies are un...

Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026

June 20, 2026 3:51pm 55 min

In this panel at MacroMinds Symposium, Jack Farley sits down with legendary short seller Jim Chanos and Val Zlatev, Portfolio Manager and Partner at Analog Century Management, to analyze the long and short opportunities ...

The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk

June 18, 2026 8:00am 1:19

In this episode of Other People’s Money, host Max Wiethe sits down with Chris Semenuk, an investment partner at Tema ETFs, to discuss the massive secular tailwinds driving the US manufacturing and electrification renaiss...

Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War

June 15, 2026 2:37pm 1:05

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack Farley sits down with independent economist and strategist David Woo to break down the hidden reali...

America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)

June 10, 2026 9:08am 29 min

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn Conor Coleman, Head of Investments and Chief of Staff at the Development Finance Corporation (DFC), joins Monetary Matters to explain the DFC’s ca...

“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith

June 07, 2026 11:27am 1:08

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack sits down with Matt Smith, the Director of Research at Kepler, to analyze how the global oil market...

The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks

June 06, 2026 12:13pm 1:08

In this episode of Other People’s Money, host Max Wiethe sits down with Michael Fritzell, author of Asian Century Stocks, to break down the massive valuation divergence playing out across Asian equity markets. Michael ex...

Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates

May 31, 2026 10:28am 1:18

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm In this episode of Monetary Matters, host Jack Farley sits down with Jim Masturzo, Chief Investment Officer at Research Affiliates, ...

How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro

May 26, 2026 10:53am 1:00

Learn more about the Fundrise Income Fund here: https://fundrise.com/mm In this episode of Other People's Money, GTIS Partners founder and CIO Tom Shapiro breaks down how massive macroeconomic shifts, including AI and i...

Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen

May 25, 2026 10:16am 1:08

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Andreas Steno Larsen, macro researcher from Real Vision, joins Max Wiethe on Other People’s Money to discuss the shifting macro regi...

What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital

May 24, 2026 7:32am 1:12

John Cocke, Deputy Chief Investment Officer at Corbin Capital, joins Jack to discuss the world of private credit. With so much discussion over the asset class, John provides some much-needed context. While there are some...

A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally

May 17, 2026 12:06pm 1:16

Chen Xu, counsel at Debevoise & Plimpton, joins Jack to discuss the Basel III framework and endgame. The Basel III framework is extremely important to the future of banking and credit. Few people are as qualified to expl...

Why Andy Constan Says The AI Bubble is in Earnings, Not Price

May 16, 2026 8:00am 33 min

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube from 4 to 5 PM ET Monday ...

“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities

May 15, 2026 9:45am 59 min

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack sits down with veteran macro investor Andrew Perry of Macro Pillars. Perry provides a bullish techn...

Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)

May 13, 2026 2:09pm 50 min

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Jack Farley and Max Wiethe host Lyn Alden to explore the profound economic shifts driven by AI and the semiconductor industry. Alden...

Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?

May 12, 2026 8:52am 1:02

Learn more about the Fundrise Income Fund here: https://fundrise.com/mm In this episode of Other People's Money, Thomas Lloyd-Jones, Co-founder and CIO of Zenzic Capital, joins the show to unpack the nuances of the real...

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