Monetary Matters with Jack Farley

Latest Episodes:

Is The Yield Curve’s Recession Signal Wrong?Jeff Snider Oct 30, 2024

Show notes

Jeff Snider of Eurodollar University joins Jack to explore whether the inverted yield curve signal has been proven wrong, and just how strong or weak the U.S. economy is. Recorded on October 28, 2024.

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To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe Oct 29, 2024

Show notes

Building a successful hedge fund is hard. It’s even harder when you’re fighting the perpetual upward momentum of the market. Despite this headwind, Carson Block, CIO and Founder of Muddy Waters Capital, has made his firm into a successful fund management business and taken down billion-dollar frauds in the process. In this interview with Max Wiethe, Block explains why starting a fund became necessary to pursue activist short selling in a serious capacity, the pitfalls of capital raising and the different types of investors who are interested in specialized strategies like theirs, and how he is expanding his business with new strategies beyond activist short selling. Recorded on October 21st, 2024.

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Not Backing Down On Recession Call | David Rosenberg on Wealth Effect, Uncle Sam, and Stock Market Price Bubble Oct 28, 2024

Show notes

David Rosenberg, founder and president of Rosenberg Research & Associates Inc., joins Jack Farley on Monetary Matters to argue why a recession is likely to occur as soon as 2025. Rosenberg points to the low savings rate and argues that fiscal deficits and a stock market price bubble are boosting consumer spending and that this will reverse if the stock market stops going up. Recorded on October 25, 2024.

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The Panic Melt-Up In Bank Stocks | Chris Whalen on Recession Fantasies & Capital Market Reawakening Oct 23, 2024

Show notes

Chris Whalen of Whalen Global Advisors & Institutional Risk Analyst joins Jack Farley to explain why bank stocks are partying like it’s 1997 again. Recorded on October 21, 2024.

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Chris Whalen’s latest book, “Seeing Around Corners,” https://www.freedommortgage.com/seeingaroundcorners

Lev Menand & Joshua Younger paper that Chris references: https://scholarship.law.columbia.edu/faculty_scholarship/4093/

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Jim Rogers on China, Silver, and Timeless Investment Lessons Oct 20, 2024

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Investing legend Jim Rogers joins Jack Farley on Monetary Matters to share timeless investing lessons. Rogers warns that people who blindly follow financial pundits without doing their own analysis are likely doomed to underperform, and he explains why he is a long-term bull on Chinese shares. Rogers argues that the unprecedented sovereign debt levels in the U.S. will reignite inflation, and explains why he continues to view silver as an effective inflation hedge. Recorded on October 17, 2024.

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Beeland Interests https://www.beelandinterests.com/

Jim Rogers’ website https://www.jimrogers.com/

Jim Rogers’ Wikipedia https://en.wikipedia.org/wiki/Jim_Rogers

Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher Oct 16, 2024

Show notes

Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has increased the labor force. Bianco makes the case that inflation is headed higher and bond yields now are probably headed higher. Recorded on October 14, 2024.

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Jared Dillian: Private Equity Has Reached A Sentiment Top Oct 13, 2024

Show notes

Jared Dillian, author of The Daily Dirtnap and of “Night Moves: And other stories” joins Monetary Matters to discuss his thoughts behind a recent piece he wrote called “The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market.” Jared explains why he has shorted private equity companies and why he thinks private equity has peaked as an asset class and is destined for underperformance over the next decade. Recorded on October 11, 2024.

Jared’s piece, ““The Next Big Short: Hidden Risks Behind Private Equity's $8 Trillion Market”: https://m.jareddillianmoney.com/private-equity-next-big-short

Jared’s Short Private Equity website: https://www.shortprivateequity.com/

Jared’s latest book, “Night Moves: And other stories”: https://www.amazon.com/Night-Moves-stories-Jared-Dillian/dp/B0DFBJS741

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How Chinese “Stimulus” Is Widely Misunderstood | Brian McCarthy Urges Caution On The Chinese Stock Market Surge Oct 09, 2024

Show notes

SPECIAL “ASK ME ANYTHING” PROMOTION: Leave a rating and review for Monetary Matters on Apple podcast and ask Jack any question you want. Jack will answer some of the questions in future episodes. You can write the question in the body of the review, or you can send your question to to info@monetary-matters.com alongside a screenshot of your review.

Brian McCarthy of Macrolens LLC joins Jack Farley to argue that the tremendous Chinese stock market rally of the past three weeks is fueled by misunderstanding of Chinese economic policy. McCarthy argues that the fiscal stimulus from the Chinese government will be 1 - 2 Trillion Yuan, or ~300 Billion USD, which McCarthy estimates is nowhere near close enough to stimulate the flailing Chinese economy. Recorded the afternoon of October 8, 2024.

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Lyn Alden on China's Real Estate Implosion & Stock Market Rally Oct 06, 2024

Show notes

Lyn Alden of Lyn Alden Investment Strategy joins Monetary Matters to explain why she is bullish on Chinese equities on a multi-year time horizon, and to share why she thinks nothing will stop the American economy because of the large amount of fiscal deficits the U.S government is running. Recorded on September 30, 2024.

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The Oil Market Has A Big Problem | Paul Sankey Oct 04, 2024

Show notes

Despite rising tensions in the Middle East, today’s guest thinks that the price of oil is headed not higher but lower. Paul Sankey of Sankey Research joins Jack Farley on Monetary Matters to share why he thinks the price of oil is headed to as low as $50 as millions of barrels of capacity come online in Guyana, the U.S., and elsewhere, and as Saudi Arabia begins to focus on market share once again. Recorded on October 4, 2024.

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Financial Times article on Saudi desire to take back market share: https://www.ft.com/content/1d186f62-5941-4f9e-aef1-7d93a8a696cd