Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices
52 mins; April 01, 2026
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
61 hours 47 mins; March 31, 2026
The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives
84 hours 53 mins; March 29, 2026
How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman
62 hours 46 mins; March 27, 2026
Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock
68 hours 4 mins; March 25, 2026
“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital
47 mins; March 23, 2026
A Fertilizer Crisis is Brewing (Quickly) | StoneX’s Josh Linville on How Iran War & Strait of Hormuz Closure Has Shut of Critical Fertilizer Chemical Feedstocks That Threaten Global Grain Supply
53 mins; March 22, 2026
“This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oil Could Trigger Depression If De-Escalation Does Not Occur In Iran War
81 hours 55 mins; March 19, 2026
“We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Priced In To Markets
42 mins; March 18, 2026
Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit
86 hours 13 mins; March 18, 2026
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
58 mins; March 17, 2026
“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market
67 hours 30 mins; March 15, 2026
Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf
61 hours 10 mins; March 13, 2026
Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation
79 hours 21 mins; March 11, 2026
Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked
106 hours 29 mins; March 09, 2026
The Economic Effects of Technological Disruption & Artificial Intelligence | Nobel Laureate in Economics Peter Howitt
76 hours 21 mins; March 05, 2026
Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang
61 hours 24 mins; March 04, 2026
How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market
70 hours 16 mins; March 01, 2026
“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More
59 mins; February 15, 2026
The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks
137 hours 6 mins; February 10, 2026
Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum
66 hours 9 mins; February 04, 2026
Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)
96 hours 41 mins; February 02, 2026
Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags
60 hours 30 mins; February 01, 2026
Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging
50 mins; January 31, 2026
“Software Earnings Massacre” While Precious Metal Vol Explodes | Jack & Max on Silver, Fed Meeting, and Earnings
63 hours 46 mins; January 29, 2026
The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals That Matter in 2026 | Deiya Pernas
67 hours 35 mins; January 28, 2026
How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree
46 mins; January 27, 2026
U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on Equity Valuations, AI Data Center Boom, and “Big Market Delusions”
59 mins; January 25, 2026
Breaking Down the Precious Metals Bull Market, Natural Gas, Intel’s Disappointment, & the Small Cap Surge | Jack & Max
70 hours 26 mins; January 24, 2026
Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing Need, and Bull Case For Short-Term Rates
79 hours 20 mins; January 22, 2026
The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s Debt, Deflation, and “Industrial Policy 3.0”
77 hours 55 mins; January 18, 2026
Banks Under Fire From Executive Action | Jack & Max on Trump's Threatened 10% Credit Card Cap and How Executive Action Is Shaping Markets in Defense, Housing, Payments, Central Banking, and More
72 hours 15 mins; January 14, 2026
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
67 hours 11 mins; January 13, 2026
How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law
114 hours 23 mins; January 12, 2026
Why Venezuela Won’t Solve America’s Real Energy Crisis | Michael Kao on AI, Electrification, and the Natural Gas Bottleneck
63 hours 4 mins; January 11, 2026
The Global Bull Market: Examining the Dramatic Outperformance of Global Stocks vs. the US | Jack & Max
45 mins; January 07, 2026
The Convexity Maven’s Biggest Macro Trades of 2026: Why Bonds, Gold, and Debasement Matter Again in 2026 | Harley Bassman
62 hours 8 mins; January 04, 2026
Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More
112 hours 59 mins; December 31, 2025
Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage
59 mins; December 30, 2025
Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
82 hours 6 mins; December 29, 2025
China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
81 hours 33 mins; December 24, 2025
How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
79 hours 52 mins; December 21, 2025
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
67 hours 3 mins; December 20, 2025
Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck
57 mins; December 18, 2025
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
59 mins; December 17, 2025
The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
67 hours 28 mins; December 15, 2025
“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market
93 hours 31 mins; December 10, 2025
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
70 hours 11 mins; December 09, 2025
Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
59 mins; December 08, 2025
China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
78 hours 26 mins; November 30, 2025
The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
87 hours 33 mins; November 29, 2025
Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max
34 mins; November 28, 2025
As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets
72 hours 27 mins; November 27, 2025
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
75 hours 58 mins; November 25, 2025
Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
62 hours 29 mins; November 24, 2025
The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market
81 hours 35 mins; November 23, 2025
Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies
41 mins; November 21, 2025
AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble
91 hours 28 mins; November 19, 2025
Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerman CenterBook Partners
69 hours 39 mins; November 18, 2025
The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage Servicing, Commercial Real Estate, and Rithm's Asset Manager Acquisition Strategy
77 hours 15 mins; November 16, 2025
The Case For S&P 10,000 by 2027 | Erik YWR on Global Economic Boom, Why Soaring Earnings Support High Equity Valuations, and Oil + China
60 hours 14 mins; November 14, 2025
Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein
76 hours 26 mins; November 13, 2025
Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable
61 hours 8 mins; November 10, 2025
Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy
49 mins; November 06, 2025
This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital
70 hours 23 mins; November 04, 2025
More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max
57 mins; November 02, 2025
Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market
74 hours 23 mins; October 29, 2025
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold
117 hours 54 mins; October 29, 2025
Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital
56 mins; October 28, 2025
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold
117 hours 54 mins; October 26, 2025
The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines
42 mins; October 22, 2025
The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle
63 hours 53 mins; October 20, 2025
Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update
37 mins; October 18, 2025
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
36 mins; October 16, 2025
What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows
75 hours 17 mins; October 13, 2025
Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat
61 hours 36 mins; October 11, 2025
How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy
58 mins; October 08, 2025
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
64 hours 19 mins; October 05, 2025
Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
55 mins; October 01, 2025
Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar
71 hours 11 mins; September 28, 2025
Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP
65 hours 47 mins; September 25, 2025
Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids
51 mins; September 24, 2025
Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More
46 mins; September 19, 2025
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital
58 mins; September 16, 2025
“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing
91 hours 5 mins; September 15, 2025
Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market
68 hours 56 mins; September 12, 2025
Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
78 hours 0 mins; September 11, 2025
Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management
51 mins; September 09, 2025
The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)
64 hours 53 mins; September 07, 2025
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
58 mins; September 03, 2025
Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler
68 hours 4 mins; August 31, 2025
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
92 hours 14 mins; August 27, 2025
“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree
95 hours 38 mins; August 26, 2025
Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max
42 mins; August 22, 2025
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)
49 mins; August 19, 2025
Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)
77 hours 2 mins; August 18, 2025
Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness
44 mins; August 14, 2025
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market
57 mins; August 12, 2025
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
74 hours 3 mins; August 08, 2025
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
