Monetary Matters with Jack Farley Podcast Transcripts
Jack Farley · 309 episodes with transcripts
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Spoken has transcripts of 309 Monetary Matters with Jack Farley episodes, with the speakers named. The newest listed here is from October 8, 2026.
Every Monetary Matters with Jack Farley transcript in one script
309 episodes of Monetary Matters with Jack Farley have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
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Latest Monetary Matters with Jack Farley transcripts
Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
October 8, 2026
Jack Farley (0:00)
This episode is brought to you by Sarmaya Partners, who manages the Return to Tangibles ETF lens, ticker L-E-N-S, the Sarmaya Thematic ETF, built for a return to tangibles. Learn more at sarmayetf.com and see the show notes for disclosures. Let's get into it. Got a very special conversation. I'm joined by Stacy…
Stacy Rasgon (0:33)
It's good to be here. Thank you.
Jack Farley (0:35)
Stacy, I want to start with a little conundrum we have in the market.
There's some things I'm having trouble understanding or squaring, which is that the earnings in the semiconductor sector are up about 100 percent, roughly. But the sector's earnings multiple is down, and semiconductor stocks are still well below their June highs. What does the market know or maybe fear that the…
- Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
- 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)
- Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk
- Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA
- The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC
- Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
- Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
- Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
- Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now
- Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan
- Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital
- Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
- What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranjal Drall and Andrew Granato on How Private Equity Turned Life Insurance Into a Taxpayer Backstop
- “I’m Insanely Bullish on Bonds” | Jared Dillian on Copper, Bonds, Semis, and The Awesome Portfolio
- The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller
- The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
- Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bull Market | Warren Pies
- Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year of the Banker” | High Yield Harry
- Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame Long-End Yields
- Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue
- Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt"
- Milton Berg: I Have Evidence Market Has Likely Bottomed | Why Milton’s Long Semis, Korea, Nasdaq, and More (With Caveats), and Why He Thinks Gold has made a Multi-year Top
- Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas
- Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
- Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception
- Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay)
- Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis
- Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brooks
- Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
- Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Shaky Loans, and Retirement System That Actually Does Have Run Risk (via Surrenders)
- Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
- The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated
- Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
- The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System
- 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
- 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”
- Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
- Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)
- Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus
- Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
- Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026
- The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
- Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
- America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)
- “Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith
- The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
- Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)
- Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban)
- Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay
- U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on Equity Valuations, AI Data Center Boom, and “Big Market Delusions”
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