Monetary Matters with Jack Farley

Apr 03 2025 86 ep. 70 mins 222

Monetary Matters with Jack Farley Podcast artwork

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

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Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)

Apr 03 2025 44 mins

Jack Farley & Max Wiethe share their analysis as global financial markets react with shock to Trump’s reciprocal tariffs which are based not on other countries’ tariff or non-tariff trade measures, but on the level of trade deficit itself. Recorded the morning of April 3, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Max Wiethe on Twitter https://x.com/maxwiet

Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket

Apr 02 2025 65 mins

Darius Dale of 42Macro joins Jack to explain why he’s been bearish on U.S. stocks and expects the rough sledding to continue. Dale believes stagflationary shock from tariffs and deflationary DOGE forces could cause Treasurys to catch a short-term bid, but long-term he is bearish on bonds. On a longer-term time horizon, Dale thinks Trump fiscal forces could be positive for the eco

Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management

Apr 01 2025 55 mins

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm Petr Pinkhasov, CIO and founder of Anthem Capital Management, joins Other People’s Money, for a special “Trader Talks” episode where he discusses how he trades incorporating quantitative signals, thematic views, and t

Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities

Mar 26 2025 86 mins

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Brad Setser is an expert on global trade and capital flows, having served as senior advisor to the United States Trade Representative from 2021 to 2022. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Mat

From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management

Mar 25 2025 65 mins

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm Nicolás Dujovne, CIO and founder of Tenac Asset Management, joins Other People’s Money to discuss his path from Treasury Minister of Argentina and president of the G-20 to hedge fund manager. Despite more experience mana

A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies

Mar 23 2025 64 mins

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe While Chris Whalen of Whalen Global Advisors is a supporter of many of the Trump administration’s policies, he expects they will cause some significant turbulence in credit and economic markets. Chris explains why he thinks FHA Mortgage foreclosures will rise, and shares his views on tariffs, ba

The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets

Mar 19 2025 71 mins

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Jim Bianco returns to Monetary Matters to break down the March Federal Reserve meeting. He explains why he thinks tariffs are unlikely to cause a recession and share his current asset allocation outlook. Recorded the afternoon of March 19, 2025. Fol

Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk

Mar 19 2025 54 mins

Kris Sidial, co-CIO of The Ambrus Group, returns to Monetary Matters to share his decidedly bearish view of the U.S. stock market. Kris argues that volatility markets are not sufficiently pricing in the risks of President Trump’s economic policy, and if that if anything, vol traders are expecting a bounce and laying off hedges rather than buying them. Kris also explains the dispe

Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA

Mar 18 2025 79 mins

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm John Bowman, CEO of CAIA Association, the Association of Chartered Alternative Investment Analysts, joins Jack Farley on a special crossover episode of Monetary Matters and Other People’s Money to discuss the biggest tren

“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit

Mar 16 2025 108 mins

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump admini