Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
81 hours 35 mins; August 03, 2025
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
45 mins; July 30, 2025
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
54 mins; July 30, 2025
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
82 hours 50 mins; July 27, 2025
Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
59 mins; July 23, 2025
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
47 mins; July 22, 2025
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
65 hours 31 mins; July 20, 2025
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
70 hours 45 mins; July 15, 2025
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
70 hours 27 mins; July 13, 2025
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade
64 hours 31 mins; July 10, 2025
The Market Has Moved from Deflation to Debasement | Warren Pies
67 hours 13 mins; July 08, 2025
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed
52 mins; July 06, 2025
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks
45 mins; July 02, 2025
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
66 hours 0 mins; July 01, 2025
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold
56 mins; June 29, 2025
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman
86 hours 22 mins; June 26, 2025
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
75 hours 25 mins; June 22, 2025
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
33 mins; June 18, 2025
Equity Market Strength is Masking a Recession | Mike Green
74 hours 2 mins; June 18, 2025
The Fed Will Choose Inflation Over Recession | Vincent Deluard
57 mins; June 15, 2025
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
60 hours 23 mins; June 12, 2025
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein
73 hours 35 mins; June 11, 2025
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
93 hours 12 mins; June 08, 2025
What Investors Are Overlooking in AI & Semis | Val Zlatev
76 hours 51 mins; June 05, 2025
Soaring US Debt Burden & The Global Market Reset | Gerard Minack
92 hours 18 mins; June 04, 2025
American Exceptionalism was a Fiscal Facade | Marko Papic
66 hours 24 mins; June 01, 2025
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
74 hours 7 mins; May 29, 2025
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
45 mins; May 28, 2025
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
37 mins; May 25, 2025
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
85 hours 14 mins; May 23, 2025
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
103 hours 54 mins; May 20, 2025
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
85 hours 12 mins; May 17, 2025
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
64 hours 57 mins; May 16, 2025
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
84 hours 41 mins; May 14, 2025
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
67 hours 59 mins; May 12, 2025
The Global Trade Reset Was Inevitable | George Magnus
80 hours 38 mins; May 08, 2025
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow
50 mins; May 07, 2025
Getting Ready For A Protracted Bear Market | Last Bear Standing
66 hours 48 mins; May 06, 2025
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
53 mins; May 04, 2025
How Hedge Funds Have Managed Market Turmoil with Jack and Max
57 mins; April 29, 2025
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
46 mins; April 28, 2025
The Financial Sector Prepares for Recession | Marc Rubinstein
80 hours 26 mins; April 27, 2025
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
50 mins; April 24, 2025
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
55 mins; April 23, 2025
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap
71 hours 27 mins; April 22, 2025
Breaking The Dollar System | Freya Beamish
71 hours 47 mins; April 20, 2025
The World Is Dumping U.S. Assets | Julian Brigden
95 hours 2 mins; April 16, 2025
Dodging Tariff Turmoil in Nordic High Yield Credit | MĂĄns Levin of Ridge Capital
51 mins; April 15, 2025
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar | Alden on China, Gold, and Financial and Economic Impacts of Tariffs
69 hours 12 mins; April 11, 2025
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
56 mins; April 09, 2025
Why Trump Is Likely To Negotiate Trade Deals | Charles Gasparino on Tariffs, White House Factions, and Protectionist Conservative Coalition
54 mins; April 08, 2025
“Going Full Reagan” | Tian Yang on Trump Administration’s Bet To Shrink U.S. Trade Deficit, Signs of Market Panic, and Dollar Outlook
59 mins; April 08, 2025
Tariff Escalation Update | Jack & Max on April 7 Tariff News & Market
44 mins; April 07, 2025
“Supply Shock Greater Than Great Depression-Era Smoot-Hawley Tariff” | David Kotok on Trump’s Sweeping Tariffs And Market Crash
56 mins; April 07, 2025
Trump’s War on Markets | Benn Eifert on Volatility, Tariffs and Growth of Derivatives-Embedded ETFs
65 hours 32 mins; April 05, 2025
Liberation Day Has Come | Jack & Max on Seismic Market Revolt Against Trump Admin’s Tariff Policy (Recorded April 3 2025)
44 mins; April 03, 2025
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
65 hours 47 mins; April 02, 2025
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
55 mins; April 01, 2025
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
86 hours 25 mins; March 26, 2025
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
65 hours 23 mins; March 25, 2025
A Foreclosure Wave Is Coming | Chris Whalen on FHA Mortgage Loans, Tariffs, Bank Valuations, and Payment Companies
64 hours 9 mins; March 23, 2025
The Fed's Rate Cutting Cycle Is Already Over | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
71 hours 5 mins; March 19, 2025
Volatility Markets Are Complacent | Kris Sidial on Tariff Risk to Stocks, Dispersion Trade, and Margin Risk
54 mins; March 19, 2025
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
79 hours 2 mins; March 18, 2025
“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
108 hours 30 mins; March 16, 2025
Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon
74 hours 45 mins; March 14, 2025
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
80 hours 55 mins; March 12, 2025
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
56 mins; March 11, 2025
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
69 hours 49 mins; March 09, 2025
The Stock Market Blues | Jack Farley & Max Wiethe on Tariff Uncertainty & Jobs Market Data
49 mins; March 08, 2025
How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold
71 hours 29 mins; March 05, 2025
Economic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail Risk
87 hours 10 mins; March 02, 2025
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
54 mins; February 27, 2025
Gambling Man: Masayoshi Son’s Bold AI Vision For 2025 & Beyond | Lionel Barber
48 mins; February 23, 2025
The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
86 hours 5 mins; February 19, 2025
The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
56 mins; February 18, 2025
The Central Bank As Crisis Manager | Dr. Patrick Honohan, former Central Bank of Ireland Governor, on Crisis Management, Macroeconomic Shocks, & Tariffs
79 hours 42 mins; February 15, 2025
What Really Happened To Silicon Valley Bank | Ken Wilcox (SVB CEO 2001 - 2011) on SVB’s Collapse and How China Took Over Shanghai SVB
98 hours 8 mins; February 12, 2025
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
76 hours 37 mins; February 11, 2025
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
73 hours 33 mins; February 10, 2025
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
55 mins; February 07, 2025
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
84 hours 37 mins; February 05, 2025
2025 = Biggest Bank M&A Year In History? Bank Zhar Brad Rinschler on Credit, CRE, GBank, REIT Pain, and Much Much More
87 hours 21 mins; February 03, 2025
Joseph Wang: Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
51 mins; January 31, 2025
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
56 mins; January 30, 2025
January Fed Meeting Breakdown | Jack Farley & Max Wiethe on Powell, Banks, and China's AI Race
32 mins; January 29, 2025
Tariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the Economy
66 hours 37 mins; January 28, 2025
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
155 hours 25 mins; January 26, 2025
Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
84 hours 12 mins; January 22, 2025
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors
49 mins; January 21, 2025
Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets
79 hours 40 mins; January 19, 2025
Luke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To Strengthen
79 hours 5 mins; January 15, 2025
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value
52 mins; January 14, 2025
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
106 hours 14 mins; January 13, 2025
Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime
52 mins; January 10, 2025
S&P 500 to 15,000? | Mel Mattison on Bretton Woods 2.0, Revaluation of Gold, and Why He Expects A Violent Stock Market Correction In Early 2025
98 hours 12 mins; January 09, 2025
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
57 mins; January 07, 2025
Mothballing the Basel III Endgame | The Future of US Bank Regulation with Jason Cave
106 hours 56 mins; January 05, 2025
Citrini’s Top 25 Trades For 2025
114 hours 24 mins; December 31, 2024
Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample
