
Über diesen Podcast
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
309 Folgen · Investeren
Monetary Matters with Jack Farley
Über diesen Podcast
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Neue Folgen
- The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO14. Okt. · 1 Std. 12 Min.
- Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC12. Okt. · 57 Min.
- Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon8. Okt. · 51 Min.
- The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)6. Okt. · 1 Std. 01 Min.
- Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk1. Okt. · 1 Std. 22 Min.
- Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA30. Sept. · 1 Std. 15 Min.
- The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC27. Sept. · 1 Std. 05 Min.
- Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy24. Sept. · 56 Min.
- Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group23. Sept. · 53 Min.
- Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion20. Sept. · 1 Std. 12 Min.