Monetary Matters with Jack Farley
Hosted by Jack Farley · 18 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 18
- Sep 13, 2026 · 1h 0mPatient research finds value in overlooked junior minersJunior mining investments can require years of financing, technical diligence, and patience before a mispriced asset becomes valuable.
- Sep 11, 2026 · 1h 14mWater-rich farmland emerges as a scarce real assetReliable groundwater, slowing agricultural productivity, and rising food demand are reshaping how investors assess farmland and food security.
- Sep 6, 2026 · 1h 17mPrivate equity turns life insurers into opaque risk vehiclesAs insurers move deeper into private credit, weak guarantee funds and limited parent-company responsibility could leave policyholders and taxpayers absorbing losses.
- Sep 3, 2026 · 32 minDillian bets against bond pessimism as AI debt reshapes marketsThe episode tests whether today’s fears about deficits, inflation, and AI-driven borrowing have created opportunity in bonds or a broader financial vulnerability.
- Aug 31, 2026 · 1h 2mMarkets reward AI certainty over distant promisesThe AI trade is shifting from broad enthusiasm toward scrutiny of earnings visibility, infrastructure returns, leverage, and portfolio flexibility.
- Aug 26, 2026 · 57 minAI demand broadens the commodity bull marketThe episode connects technology investment, weather risk, constrained supply, and portfolio diversification across metals, grains, energy, and gold.