Episodes featuring Lens ETF

17 episodes, newest first.

Nov 11, 2026AI Boom Risks Flooding Markets With Unused ComputeMonetary Matters with Jack FarleyNov 11, 2026
Nov 9, 2026Treasury stress could force a new market regimeMonetary Matters with Jack FarleyNov 9, 2026
Nov 8, 2026Private credit’s stable facade faces scrutinyMonetary Matters with Jack FarleyNov 8, 2026
Nov 5, 2026Higher yields could squeeze AI, housing and private marketsMonetary Matters with Jack FarleyNov 5, 2026
Nov 4, 2026Constan sees fiscal drag challenging inflated growth betsMonetary Matters with Jack FarleyNov 4, 2026
Nov 1, 2026AI’s next test is access to capitalMonetary Matters with Jack FarleyNov 1, 2026
Oct 28, 2026GPU rental rates defy the AI commoditization narrativeMonetary Matters with Jack FarleyOct 28, 2026
Oct 27, 2026Deluard sees a bear market beneath resilient indexesMonetary Matters with Jack FarleyOct 27, 2026
Oct 25, 2026AI drug design hits a bottleneck money cannot quickly fixMonetary Matters with Jack FarleyOct 25, 2026
Oct 23, 2026George Noble warns AI spending could become the next shale bustMonetary Matters with Jack FarleyOct 23, 2026
Oct 20, 2026AI financing strain tests the boom’s staying powerMonetary Matters with Jack FarleyOct 20, 2026
Oct 18, 2026Bianco finds value in 5% bonds as inflation reshapes marketsMonetary Matters with Jack FarleyOct 18, 2026
Oct 14, 2026AI supply wave could pressure crowded marketsMonetary Matters with Jack FarleyOct 14, 2026
Oct 12, 2026Value investor says the bull market has room to runMonetary Matters with Jack FarleyOct 12, 2026
Oct 8, 2026AI demand keeps semiconductors ahead of the cycleMonetary Matters with Jack FarleyOct 8, 2026
Oct 6, 2026Tanker rates surge as dry bulk emerges as the next shipping tradeMonetary Matters with Jack FarleyOct 6, 2026
Oct 1, 2026Anthropic’s IPO exposes the debt beneath AI’s growth storyMonetary Matters with Jack FarleyOct 1, 2026