Monetary Matters with Jack Farley
Hosted by Jack Farley · 16 decoded episodes · newest Oct 14, 2026
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Episodes 16
- Oct 14, 2026 · 1h 12mAI supply wave could pressure crowded marketsThe episode connects future IPO issuance, AI overbuilding, credit stress, and concentrated valuations to a potentially severe market correction.
- Oct 12, 2026 · 57 minValue investor says the bull market has room to runCharles Lemonides presents a flexible value framework for navigating expensive markets, AI-driven growth, cyclical risk, and selective short opportunities.
- Oct 8, 2026 · 51 minAI demand keeps semiconductors ahead of the cycleThe discussion tests whether extraordinary AI infrastructure spending reflects durable demand or the familiar excesses of a semiconductor boom.
- Oct 6, 2026 · 1h 1mTanker rates surge as dry bulk emerges as the next shipping tradeThe episode examines whether extraordinary tanker profits can survive rising vessel supply and why dry bulk may offer an earlier, less crowded cycle.
- Oct 1, 2026 · 1h 22mAnthropic’s IPO exposes the debt beneath AI’s growth storyThe episode connects Anthropic’s weak economics and infrastructure commitments to broader risks for lenders, hyperscalers, and markets.
- Sep 30, 2026 · 1h 15mAI’s Token Economy Puts NVIDIA’s Full System to the TestThe AI buildout’s returns may depend less on headline chip performance than on token costs, power, financing, and politically viable infrastructure.
- Sep 27, 2026 · 1h 5mPrivate credit’s liquidity promise meets its reckoningRedemptions, opaque valuations, and AI exposure are testing whether private-credit structures can deliver the liquidity investors were promised.
- Sep 24, 2026 · 56 minThe Fed’s hidden mandate could push rates higherUneven access to credit may force the Federal Reserve to keep policy restrictive longer, raising the risk of overshooting and financial stress.
- Sep 23, 2026 · 53 minEnergy shock puts central banks and markets on collision courseThe episode examines whether hawkish central banks are tightening into weaker underlying growth, creating conditions for a 2022-style market decline.
- Sep 20, 2026 · 1h 12mBoyer sees a metals bull market driven by structural demandThe episode tests whether central-bank buying, nuclear expansion, and AI infrastructure can sustain gold, uranium, and copper while oil and fertilizer offer weaker risk-reward.
- Sep 19, 2026 · 1h 8mHigher Treasury yields reshape bonds, stocks, and AI betsRising government borrowing costs are testing the role of bonds, equity valuations, private credit, and the investment case for AI infrastructure.
- Sep 16, 2026 · 1h 4mWarsh’s Fed hike tests the long-bond tradeThe episode examines whether higher-for-longer policy, geopolitical inflation, and stretched asset prices are reshaping the case for bonds and refiners.