Claim OwnershipMonetary Matters with Jack Farley
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
183 Episodes
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Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack
In a change of pace, Lyn Alden of Lyn Alden Investment Strategy returns to Monetary Matters not to talk macro, but to discuss in-depth her views on AI capital expenditures that are driving a majority of the economic growth in the United States. Describing herself as “a moderate bull on AI,” Alden argues that AI is masking the true weakness of the U.S. economy, and that, while AI will prove to transform industries, there could be hiccups in the huge sums that are being spent to build out this AI vision. She notes that “AI euphoria is rolling over” and shares her views on the chip depreciation, with analogues to Bitcoin mining.
Alden shares her view on Bitcoin in 2026 and explains in depth how the difficulty adjustments within Bitcoin support the long-term sustainability of the network. This is the most in-depth on Bitcoin Jack has gone with Lyn Alden in his many interviews going back to 2020. Recorded on November 17, 2025.
Pieces discussed:
“Liquidity, Shutdowns, Tariffs, and Earnings,” November 9, 2025: https://www.lynalden.com/premium-2025-11-9/
“Liquidity Pivot and Banking Update,” October 26, 2025: https://www.lynalden.com/premium-2025-10-26/
“Two AI Stock Rotations,” October 12, 2025: https://www.lynalden.com/premium-2025-10-12/
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This Other People’s Money episode is brought you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Fundamental long-short equity investing has been in decline with fewer new fund launches and dwindling assets, but David Stemerman, CEO, CIO and Co-founder of CenterBook Partners believes data clearly shows these investors still have significant investing skill. He argues that single manger hedge fund data collected using alpha capture can be used to construct new portfolios and strategies that will be more attractive for institutional investors. Through a combination of direct payments, data sharing, and partnering with single managers on custom strategies he believes that that alpha capture can revitalize single manager hedge funds. Not all alpha capture strategies are made equal though and one of the biggest problems he is trying to solve is convincing managers and their LPs that alpha capture can be done without harming the returns of the manager.
Read the white paper: https://www.centerbook.com/ACPaper
Become a CenterBook Partners partner fund: https://www.centerbook.com/contributors
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Timestamps
00:00 Intro
00:40 Fiscal.ai
01:34 Single Manager & Tiger Cub Origins
02:45 Fundamental Long Short Equity Under Pressure
07:21 History of Alpha Capture
09:07 Responsible Alpha Capture
16:40 Fiscal.ai
17:58 Why Don’t Managers Adapt to Allocator Demands?
26:48 CenterBook's Current Alpha Capture Strategy
33:14 How Do You Manage External Partners?
35:38 Reactions From LPs at Partner Funds
39:46 Types of Allocators Are Interested in Alpha Capture?
41:53 Types of Managers Partnering with CenterBook
43:04 Is Alpha Theory a Requirement?
46:03 Scale Limits for CenterBook
48:39 Do Most Managers Have Skill?
53:15 Active Extension: The Future of Active Management?
01:03:13 Timeline for Single Manager Active Extensions
This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN:
https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners
Satish Mansukhani, managing director at Rithm Capital, joins Jack on Monetary Matters for a high-level real estate discussion. Jack and Satish discuss the complexities of real estate investing, credit quality, private credit, and more in an interview that explores the minutiae of this gigantic sector of capital markets. Recorded on October 22nd, 2025.
Follow Jack Farley on Twitter https://x.com/jackfarley96
Follow Satish on LinkedIn https://www.linkedin.com/in/satishmansukhani/
Satish’s Articles:
“Life in Office—It’s Not All Bad”: https://www.rithmcap.com/insights/life-in-office-it-s-not-all-bad/
“Control Over Access: The Structural Edge in Asset-Backed Finance”: https://www.rithmcap.com/insights/control-over-access-the-structural-edge-in-asset-backed-finance/
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Erik YWR, global investor and author of the Your Weekend Reading Substack, joins Monetary Matters to make the case that the stock market is headed higher, and that investors are far too bearish. Erik argues that with corporate earnings growing at double digit levels, valuations can get a lot higher from here. Several tailwinds that support this ongoing bull market include strong fiscal spending, high and durable earnings growth worldwide, a strong banking sector that is about to be unleashed, and technological transformations in AI, semiconductors, electric grids, and grid transformation. Recorded on November 6, 2025.
Follow Erik YWR on Twitter https://x.com/erik_ywr
Follow Jack Farley on Twitter https://x.com/JackFarley96
Pieces discussed:
“YWR Killer Wave Charts,” October 24, 2025: https://www.ywr.world/p/ywr-killer-wave-charts
“YWR: $200 oil pops the bubble,” October:
https://www.ywr.world/p/ywr-200-oil-pops-the-bubble
“YWR: China Trip Highlights,” November 3, 2025: https://www.ywr.world/p/ywr-china-trip-highlights
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This Other People’s Money episode is brought you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Corey Hoffstein, CEO and CIO of Newfound Research and co-founder and PM of Return Stacked ETFs, joins OPM to discuss his journey in the investment management business. He argues that beating the market is a commoditized value proposition and that investment managers need to solve other problems for their clients to attract assets. He also discusses his experience licensing research to other asset managers, his belief that distribution is the key question of success in the asset management business, and how quantitative research and other forms of content like podcasts and social media can help build brand awareness.
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Timestamps
00:00 Intro
00:27 Fiscal AI
01:16 The Difference Between Quant and Systematic Investing
03:18 Can Market Bubbles Be Measured?
05:05 Is Market Timing a Good Bet?
09:31 Evolving Risk Premia and Market Inefficiencies
16:41 Fiscal AI
18:20 Beginnings in Investment Management
23:04 Licensing Indexes to Other Managers
27:35 Providing Education Materials
31:26 Moving Into Asset Management
36:47 Evolving into Current Strategies
40:06 Thinking About the Investment Product Wrapper
43:11 Asset Management vs Investment Management
47:27 Solving Behavioral Finance Problems and Market Problems
51:28 Different Ways of Using Leverage
52:41 Knowing Your Client Base Isn’t Institutional
55:45 Content Creation and Brand Building
59:27 Growing an Audience: What Financial Content Goes Viral?
01:04:27 Dealing with Compliance and Education
01:07:22 How To Read and Interpret Quantitative Research as a Normie
01:12:22 How Is AI Being Used by Quants?
01:15:48 Conclusion
Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMatters
With the Federal Reserve announcing the end of Quantitative Tightening (QT) on December 1st, Jack welcomes Michael Howell of GL Indexes and the Capital Wars Substack back to share an update on his measure of Fed liquidity and his outlook for 2026. Howell explains why Fed balance sheet expansion is inevitable. Recorded on November 6, 2025.
Pieces discussed:
“The Return Of ‘Not-QE, QE’ (Part 1),” October 31, 2025: https://capitalwars.substack.com/p/the-return-of-not-qe-qe-part-1
“The Return Of ‘Not-QE, QE’ (Part 2),” November 1, 2025: https://capitalwars.substack.com/p/the-return-of-not-qe-qe-part-2
“Global Liquidity Watch: Weekly Update,” November 4, 2025: https://capitalwars.substack.com/p/global-liquidity-watch-weekly-update-c8e
Also:
“Scrambled Eggs, The Fed’s Latest Policy Directive: ‘FSSF-Off,’” November 9, 2025: https://capitalwars.substack.com/p/scrambled-eggs
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Learn more about the VanEck Rare Earth and Strategic Metals ETF: https://vaneck.com/REMXJack
Stephen Miran, member of the Federal Reserve Board of Governors, has dissented in two consecutive Fed FOMC meetings since his joining the Board in September 2025, preferring to cut by 50 basis points (0.50%) instead of 25 basis points (0.25%). Governor Miran joins Monetary Matters today to explain in detail his reasoning for why he thinks considerably lower interest rates are appropriate. Tariffs, fiscal policy, immigration, weakening labor market. Recorded on November 4, 2025.
Governor Miran’s speech on September 22, 2025, “Nonmonetary Forces and Appropriate Monetary Policy”:
https://www.federalreserve.gov/newsevents/speech/miran20250922a.htm
Follow Governor Stephen Miran on Twitter https://x.com/SteveMiran
Full unedited (other than for form) transcript of this interview: https://docs.google.com/document/d/1vaZ8-ArOIdDKnnkeoxp92nMBq52aXxNA/edit?usp=sharing&ouid=113485899782770300642&rtpof=true&sd=true
Note: in Jack’s introduction, he makes an incomplete remark where he says Miran was “appointed by President Trump.” In actuality, Miran was nominated by Trump, and approved by the Senate.
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This Other People’s Money episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners
Anatoly Crachilov, CEO and Co-Founder of Nickel Digital Asset Management, joins Other People’s Money to discuss why crypto is the perfect asset class for the multi-manager pod shop model. He also explains how Nickel is taking a “West Berlin” approach to partnering with external traders compared to the “East Berlin” approach of many traditional pod shops where non-competes and strict control of IP is the norm. He also discusses why 2025 has been a difficult year for crypto traders, how their team is managing the choppy markets, and how scaled up pods and incubation stage pods managed the extreme volatility in October.
Follow Anatoly Crachilov on LinkedIn: https://www.linkedin.com/in/anatoly-crachilov/
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Timestamps
00:00 Intro
00:38 CAIA.nxt
01:24 Multi-Manager Origin Story
03:12 No Central Book or Alpha Capture
04:32 Expanding Number of Pods
06:15 Technology Enabled Growth
10:09 Onboarding a New Pod
14:38 Benefits of Crypto's Infinite Divisibility
15:58 CAIA.nxt
16:54 Determining the Scalability of Strategies
18:03 Minimum & Maximum Pod Sizes at Scale
18:33 Measuring Risk Adjusted Returns
20:34 Pod Compensation and Fund Level Fees
24:43 Winning the War for Talent
29:29 Pods Can Be Independent Prop Shops and Single Managers
35:03 Demand for Crypto Multi-Manager Funds
39:02 Reducing Risk in Crypto with 3rd Party Settlement & Custodians
46:08 Crypto Still Has Low Liquidity
49:41 The Cost of Poor Trade Execution in Crypto
53:16 Current Environment for Crypto
58:22 Risk Management Adjustments in a Choppy Year
01:02:04 Different Testing Environments for New Pods
01:06:30 What Happens When a Scaled Pod Has a Drawdown?
01:09:35 Conclusion
1This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued onslaught of AI CapEx spending that many believe has entered bubble territory. Finally, they breakdown this week’s fed decision and why big changes to both the Fed balance sheet and the rate cutting cycle could be coming up soon.
Follow Jack Farley on Twitter https://x.com/JackFarley96
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Timestamps:
00:00 Fiscal AI Intro
00:12 More Credit Problems
11:08 Mag 7 Earnings
16:43 Fiscal AI Mid Roll
19:29 Are CapEx Estimates Still Too Low?
28:07 AI CapEx “Bubble” Winners and Losers
34:11 Mag 7 Becoming Capital Intensive?
43:33 Fed Meeting Breakdown
52:11 Market Impact of December Fed Meeting
57:11 Fiscal AI
Joseph Wang, former senior trader for the New York Fed and author at FedGuy.com returns to Monetary Matters at a critical juncture to break down the October Fed meeting and the Fed's decision to stop reducing its balance sheet on December 1st and thereby end QT (Quantitative Tightening). Wang, a veteran of money markets, explains the stress he sees in repo markets and why he thinks the Fed has to go further and actually start expanding its balance sheet in order to inject enough liquidity to calm the repo market down. Recorded October 29, 2025.
Joseph's piece on FedGuy, "Balance Sheet Dominance": https://fedguy.com/balance-sheet-dominance/
Follow Joseph Wang on Twitter https://x.com/FedGuy12
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Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMatters
Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that global central bank liquidity is deteriorating, led primarily by the Federal Reserve. Howell’s measure of Fed liquidity is weakening because the Fed’s Reverse Repo (RRP) facility is effectively fully drained. This is partially offset by U.S. Treasury issuing lots of short-duration bills, as well as People’s Bank of China injecting 7+ Trillion Yuan into its money markets and pumping the price of gold in yuan terms. Howell sees a growing divergence between East and West and warns that 2026 “won’t be a great year for financial assets.” Recorded on October 21, 2025.
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Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good performance is simply not enough to grow a successful hedge fund. Derek also discusses how he manages his mutual fund alongside his hedge fund and why he doesn’t see the vehicles as competing but serving two separate investor bases.
Sign up for Gator Capital's distribution list: https://www.gatorcapital.com/
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George Saravelos, head of FX research at Deutsche Bank,
joins Jack on Monetary Matters to go deep into the world of currency
trading. Jack and George discuss central bank independence, emerging markets, carry positions, hedging, and more. George gives a clear and intelligent look at the often-opaque foreign exchange market and explains his views on it. Don’t miss this episode. Recorded on October 20, 2025.
Follow Jack Farley on Twitter https://x.com/jackfarley96
Follow George on LinkedIn https://www.linkedin.com/in/saravelos/?originalSubdomain=uk
George’s FX podcast for Deutsche Bank https://tinyurl.com/4nh5d3y9
George's Primer, "The Brilliant World of FX": https://www.dbresearch.com/PROD/RPS_EN-PROD/The_Brilliant_World_of_FX_-_A_Primer/RPS_EN_DOC_VIEW.calias?rwnode=PROD0000000000464258&ProdCollection=PROD0000000000542285
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world, reviews the situation in China, and shares his thoughts on the wild bull market in gold. Recorded on October 16, 2025.
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This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jack and Max break down the beginning of earnings season. Jack reviews a new credit flare-up in California’s commercial real estate (CRE) market that affected Zions Bancorporation and Western Alliance Bancorporation, before commenting on the very strong earnings from the large banks such as Bank of America and JPMorgan. Max and Jack then discuss precious metals, as well as current market positioning as revealed by brokerage data. Recorded on October 17, 2025.
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This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to his hedge fund, he also runs the Militia Long/Short Equity ETF ($ORR) which since its inception in January 2025 has also beaten the S&P 500 running a similar but still distinct long/short strategy from the one he employs at his hedge fund. We discuss his unorthodox decision to launch the ETF when the hedge fund was going so well, how he is managing the different liquidity needs, his dual fiduciary duties, differing compliance realities, and the increased transparency of the ETF wrapper.
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This episode of Monetary Matters is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack
Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack
Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR), returns to Monetary Matters to share how China’s growing export dominance is squeezing the balance of payments position of the U.S., Europe, and many other countries as well. Recorded on October 10, 2025.
Relevant articles by Brad:“China’s Stealth Trade Surplus”: https://www.cfr.org/blog/chinas-stealth-trade-surplus
“China’s Data Still Doesn’t Add Up”: https://www.cfr.org/blog/chinas-data-still-doesnt-add
“China’s New Intervention Rule”: https://www.cfr.org/blog/chinas-new-intervention-rule
“China is also Fighting a Trade War with Europe (and Winning)”: https://www.cfr.org/blog/china-also-fighting-trade-war-europe-and-winning
“The Case that China is Now Actively Resisting Pressure on the Yuan to Appreciate”: https://www.cfr.org/blog/case-china-now-actively-resisting-pressure-yuan-appreciate
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Jack Farley & Max Wiethe react to the weakness in the credit markets upon the large (>$10 Billion) bankruptcy of First Brands and the banks and financial entities that have exposure to it, such as Jeffries, UBS, and others. They also discuss President Trump’s threat to raise tariffs on China substantially, which he later specified as 100%, which sent the stock market and other risk assets tumbling on October 10.
Gymkhana Partners’ (a client) piece on India and tariffs: https://www.gymkhanapartners.com/dispatches/missing-the-forest-for-the-trees
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Richard J Murphy, a political economist, chartered accountant,
tax reform advocate, and professor emeritus at the University of Sheffield,
joins Jack on Monetary Matters to discuss tax reform, economic theory,
inflation, deficits, central banking, and more. While the stock market has
risen to record heights, there is an increasing uncertainty on the health of
the economy. Richard gives his insights into how he believes that we can both increase the productivity of the economy and general welfare by reforming the taxation system.
Follow Richard Murphy on Twitter https://x.com/richardjmurphy?lang=en
Follow Jack Farley on Twitter https://x.com/jackfarley96
Murphy’s “The Taxing Wealth Report 2024”: https://taxingwealth.uk/
Murphy’s blog, “Funding The Future”: https://www.taxresearch.org.uk/Blog/
Murphy’s Book, “The Joy of Tax”: https://www.amazon.com/Joy-Tax-Richard-Murphy/dp/059307517X
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing.
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Timestamps:
00:00 Intro
00:27 No Jobs Numbers & Government Shut Down
02:12 AI Capex Bubble
09:55 Market Bubbles
19:08 Gold & Silver on the Rise
30:21 Fiscal AI
31:44 Opportunities for Shorting ($SWBI)
46:13 Data Center Buildout Theme
48:21 Rates Market is Too Dovish
52:26 Polling the Audience
55:53 Small Cap Season
57:35 Trusting the Bull Market
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