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Monetary Matters with Jack Farley

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Monetary Matters with Jack Farley

Jack Farley

The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors

July 04, 2026 12:01pm 54 min

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm In this episode of Monetary Matters, host Jack sits down with Josh Pristaw, President of the $73 Billion real estate firm Clarion Partners, to deco...

What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”

July 02, 2026 8:33am 1:06

In this episode, veteran investor and macro strategist Erik from the Erik YWR Substack breaks down his bold bull thesis projecting the S&P 500 to hit 10,000 by the end of 2027. Drawing on his past investing experience in...

Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter

June 30, 2026 1:30pm 51 min

Leading IPO researcher Jay Ritter, widely known as "Mr. IPO" and the director of the IPO Initiative at the University of Florida's Warrington College of Business breaks down the historic 2026 public market landscape. Rit...

Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)

June 29, 2026 12:11pm 54 min

Liaquat Ahamed, legendary financial historian and author, joins Jack to discuss his latest book, "1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” Ahamed unpacks the 1873 financial ...

Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus

June 24, 2026 1:30pm 47 min

In this episode of Other People's Money, host Max Wiethe sits down with Shashank Chiranewala, founder of the new investment platform Plutus, to explore the future of independent research and portfolio management. Shashan...

Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

June 21, 2026 3:19pm 1:10

Ed Zitron is one of the most prolific skeptic of the AI Boom. Having just reported OpenAI’s 2025 financial loss, he joins Jack to argue that the sheer size of the losses by the large language model (LLM) companies are un...

Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026

June 20, 2026 3:51pm 55 min

In this panel at MacroMinds Symposium, Jack Farley sits down with legendary short seller Jim Chanos and Val Zlatev, Portfolio Manager and Partner at Analog Century Management, to analyze the long and short opportunities ...

The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk

June 18, 2026 8:00am 1:19

In this episode of Other People’s Money, host Max Wiethe sits down with Chris Semenuk, an investment partner at Tema ETFs, to discuss the massive secular tailwinds driving the US manufacturing and electrification renaiss...

Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War

June 15, 2026 2:37pm 1:05

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack Farley sits down with independent economist and strategist David Woo to break down the hidden reali...

America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)

June 10, 2026 9:08am 29 min

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn Conor Coleman, Head of Investments and Chief of Staff at the Development Finance Corporation (DFC), joins Monetary Matters to explain the DFC’s ca...

“Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith

June 07, 2026 11:27am 1:08

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack sits down with Matt Smith, the Director of Research at Kepler, to analyze how the global oil market...

The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks

June 06, 2026 12:13pm 1:08

In this episode of Other People’s Money, host Max Wiethe sits down with Michael Fritzell, author of Asian Century Stocks, to break down the massive valuation divergence playing out across Asian equity markets. Michael ex...

Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates

May 31, 2026 10:28am 1:18

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm In this episode of Monetary Matters, host Jack Farley sits down with Jim Masturzo, Chief Investment Officer at Research Affiliates, ...

How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro

May 26, 2026 10:53am 1:00

Learn more about the Fundrise Income Fund here: https://fundrise.com/mm In this episode of Other People's Money, GTIS Partners founder and CIO Tom Shapiro breaks down how massive macroeconomic shifts, including AI and i...

Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen

May 25, 2026 10:16am 1:08

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Andreas Steno Larsen, macro researcher from Real Vision, joins Max Wiethe on Other People’s Money to discuss the shifting macro regi...

What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital

May 24, 2026 7:32am 1:12

John Cocke, Deputy Chief Investment Officer at Corbin Capital, joins Jack to discuss the world of private credit. With so much discussion over the asset class, John provides some much-needed context. While there are some...

A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally

May 17, 2026 12:06pm 1:16

Chen Xu, counsel at Debevoise & Plimpton, joins Jack to discuss the Basel III framework and endgame. The Basel III framework is extremely important to the future of banking and credit. Few people are as qualified to expl...

Why Andy Constan Says The AI Bubble is in Earnings, Not Price

May 16, 2026 8:00am 33 min

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube from 4 to 5 PM ET Monday ...

“You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities

May 15, 2026 9:45am 59 min

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack sits down with veteran macro investor Andrew Perry of Macro Pillars. Perry provides a bullish techn...

Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)

May 13, 2026 2:09pm 50 min

Learn More About Unlimited HFGM Global Macro ETF $HFGM: https://unlimitedetfs.com/hfgm Jack Farley and Max Wiethe host Lyn Alden to explore the profound economic shifts driven by AI and the semiconductor industry. Alden...

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