What podcasts say about Jack Farley

Every statement, with the speaker, the exact quote and the moment it was said.

What Jack Farley has said on podcasts

17 statements · 8 positive · 6 negative · 3 neutral

on Marathon Petroleum refining earningsPositiveSep 16, 2026· Monetary Matters with Jack Farley
Marathon Petroleum refining earnings are probably not at their peak.
“So I agree with you, Max, that this is probably not peak earnings.”
Listen at 47:38
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Marathon Petroleum EBITDA estimatesNegativeSep 16, 2026· Monetary Matters with Jack Farley
Marathon Petroleum EBITDA estimates are somewhat too high.
“I think that those estimates, Max, are a tad bit too high.”
Listen at 48:12
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Refining earningsNegativeSep 16, 2026· Monetary Matters with Jack Farley
Refining earnings are highly cyclical and eventually peak.
“these things really do peak”
Listen at 49:37
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Mining sectorNegativeSep 16, 2026· Monetary Matters with Jack Farley
High diesel prices will significantly hurt the mining sector.
“I think that it's going to hit the mining sector quite hard.”
Listen at 51:50
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Diesel pricesNegativeSep 16, 2026· Monetary Matters with Jack Farley
Diesel prices at six dollars are expected to revert toward normal levels.
“I do expect that to mean revert”
Listen at 53:11
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Diesel pricesNegativeSep 16, 2026· Monetary Matters with Jack Farley
Diesel reaching six dollars will cause additional downstream effects.
“the fact that it's gone to $6 is going to cause knock-on effects that we haven't seen yet.”
Listen at 53:14
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Marathon PetroleumPositiveSep 16, 2026· Monetary Matters with Jack Farley
Marathon Petroleum has a strong history of dividends and buybacks.
“Marathon Petroleum, MPC, they have a very good history of treating their shareholders well, of dividends and buybacks.”
Listen at 54:27
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on LAM Research earnings estimatesPositiveSep 16, 2026· Monetary Matters with Jack Farley
LAM Research earnings estimates are substantially too low.
“One company that estimates seem wildly too low is just LAM Research.”
Listen at 55:17
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Semiconductor manufacturing equipment demandPositiveSep 16, 2026· Monetary Matters with Jack Farley
Demand for semiconductor manufacturing equipment will rise sharply.
“you're going to have a huge step up in demand”
Listen at 55:41
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on LAM Research machinesPositiveSep 16, 2026· Monetary Matters with Jack Farley
LAM Research machine sales will increase substantially.
“their machines are going to go up a lot”
Listen at 56:11
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on LAM Research earnings estimatesPositiveSep 16, 2026· Monetary Matters with Jack Farley
LAM Research earnings estimates are dramatically understated.
“I think that these estimates are criminally too low.”
Listen at 57:10
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on LAM Research revenuePositiveSep 16, 2026· Monetary Matters with Jack Farley
LAM Research revenue could reach $10.5 billion or possibly $11 billion.
“I would be at 10.5 billion, not 9.6. I might even go to 11.”
Listen at 57:20
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Long-term bondsPositiveSep 16, 2026· Monetary Matters with Jack Farley
Long-term bonds have a bullish investment case.
“i actually do happen to share joseph's uh bull case on bonds”
Listen at 59:01
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Hyperscaler AI spendingNeutralSep 16, 2026· Monetary Matters with Jack Farley
Hyperscaler AI capital expenditure is not strongly linked to long-term rates.
“I don't think that there's that much of a connection”
Listen at 1:00:03
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Speculative AI borrowersNeutralSep 16, 2026· Monetary Matters with Jack Farley
Speculative AI borrowers are more sensitive to short-term overnight financing rates.
“the more speculative term borrowers, like the core weaves and the private credit neoclouds, so core weave and other people, like that is in the... sofa market like overnight financing market overnight rate”
Listen at 1:00:26
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on AI infrastructureNegativeSep 16, 2026· Monetary Matters with Jack Farley
Higher short-term rates could constrain AI infrastructure expansion.
“could hire short overnight rates you know crimp the the ai build out”
Listen at 1:00:44
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
on Business financingNeutralSep 16, 2026· Monetary Matters with Jack Farley
Most business financing occurs at short-term rates rather than long-term rates.
“business finance is almost all entirely short end.”
Listen at 1:01:32
Open the episode · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.