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Monetary Matters with Jack Farley | Wave AI Podcast Notes
Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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236 episodes
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A Fertilizer Crisis is Brewing (Quickly) | StoneX’s Josh Linville on How Iran War & Strait of Hormuz Closure Has Shut of Critical Fertilizer Chemical Feedstocks That Threaten Global Grain Supply
00:53:31
3/22/2026
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“This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oil Could Trigger Depression If De-Escalation Does Not Occur In Iran War
01:21:55
3/19/2026
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“We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Priced In To Markets
00:42:41
3/19/2026
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Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit
01:26:13
3/18/2026
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The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
00:58:06
3/17/2026
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“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market
01:07:30
3/15/2026
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Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf
01:01:10
3/13/2026
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Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation
01:19:21
3/11/2026
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Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked
01:46:29
3/9/2026
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The Economic Effects of Technological Disruption & Artificial Intelligence | Nobel Laureate in Economics Peter Howitt
01:16:21
3/5/2026
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