Monetary Matters with Jack Farley Podcast
1) How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law
Dr. Michael Power, a seasoned financial analyst, consultant, and strategist, joins Jack to discuss his recent work that predicts the Chinese A.I. industry may soon beat the U.S. at its own game. Dr. P...Show More
2) Why Venezuela Won’t Solve America’s Real Energy Crisis | Michael Kao on AI, Electrification, and the Natural Gas Bottleneck
In this episode of Monetary Matters, Max Wiethe sits down with Michael Kao, CIO of Cantos Capital Management and the Kao Family Office, to unpack the real energy risks facing the U.S. economy. The con...Show More
3) The Global Bull Market: Examining the Dramatic Outperformance of Global Stocks vs. the US | Jack & Max
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 In this episode, Jack Farley and Max Wiethe bre...Show More
4) Harley Bassman MM
Harley Bassman, managing partner at Simplify Asset Management and widely known as the “Convexity Maven,” joins Monetary Matters to break down the hidden risks shaping today’s markets. He explains why ...Show More
5) Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More
Monetary Matters can get 25% off Citrini Bundle (Citrindex AND Citrini Research) here through January 14: https://www.citriniresearch.com/subscribe?coupon=398e4269 The investor known only as Citrin...Show More
6) Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage
In this episode of Other People’s Money, Matt Ober, General Partner at Social Leverage, discusses how the data economy is evolving for providers, vendors, and investors. He explains how AI is reshapin...Show More
7) Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes Maria Vassalou, head of the Pictet Research Institute, to discuss global demographic decline and h...Show More
Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations
1:22:06 | Dec 29th, 2025
8) China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jay Shambaugh, former Under Secretary of the Treasury for International Affairs, joins Jack to discuss U.S. eco...Show More
9) Investing in India’s Macro Tailwinds & Aerospace & Defense with Andrei Stetsenko
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 Read about Indian Aerospace & Defense and sign up...Show More
Investing in India’s Macro Tailwinds & Aerospace & Defense with Andrei Stetsenko
1:19:52 | Dec 21st, 2025
10) From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe In this episode of Monetary Matters, Jack sits down with Steve Hou, Senior Quant Researcher at Bloomberg, to dis...Show More