Monetary Matters with Jack Farley

The Case for Public Markets | Cromwell Coulson on Small-Cap Capital Formation, Disclosure, and SEC Offering Reform

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Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

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Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

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Following the Private Credit Loan Books | Laks Ganapathi

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Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

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Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

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Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets

20% discount to annual subscription of Michael Howell’s Substack, “Capital Wars”: https://capitalwars.substack.com/MonetaryMatters This episode is brought to you by Sar

The Fed Better Have AI's Back Or There Will Be Problems | Dan Krausz on “Liquidity Trap Door” In AI Infrastructure and Why Policymakers Are Inclined to Support Financial Conditions

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Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.co

The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneX

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Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.c

"Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros"

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.c

Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis

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Jim Bianco: Why I’m Finally Buying Bonds After Six Years

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The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO

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Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC

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Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon

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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)

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Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk

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Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA

Ben Pouladian of BEP Research returns to Monetary Matters to break down who's winning and losing in AI right now, starting with Meta's Muse, the consumer agent he calls t