Best Jack Farley Podcasts (2025)

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Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners 54:24

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10h ago54:24

54:24

David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit…

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Bonus Episode: The Greatest Movies of the 21st Century and the Greatest Comeback Stories 59:55

5h ago59:55

59:55

This week in the Wrap Party, Zeth and Jake are talking about the New York Times’ list of the 100 greatest movies of the 21st century (so far), the greatest Hollywood comeback stories, and recommendations for music and movies inspired by this week’s full episode subject, Robert Downey Jr. Zeth and Jake want to hear from you. What are your favorite m…

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Robert Downey Jr.: Running on Empty, Rock Bottom, and Ironclad Resolve 45:21

11h ago45:21

45:21

The man who would be Iron Man was once an unreliable and uninsurable actor who lived many years at the bottom in a haze of drugs and alcohol. His transformation into the highest-paid actor in Hollywood is truly one of the most remarkable stories in the City of Angels. To learn more about listener data and our privacy practices visit: https://www.au…

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A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson 1:22:50

1d ago1:22:50

1:22:50

This Monetary Matters episode 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 Brent Johnson, CEO of Santiago Capital, joins Monetary Matters to discuss why he believes the idea that a US sovereign debt…

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Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit 59:18

6d ago59:18

59:18

Wayne Dahl, managing director and co-portfolio manager of Global Credit at Oaktree Capital Management, joins Monetary Matters to share his views on navigating the world of credit. With spreads low not just in high-yield, but also in bank loans, collateralized loan obligations (CLOs), and private credit, Dahl talks about where value is to be found d…

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Michael A. Gayed: "Few" Have More Passion For Markets 43:52

8d ago43:52

43:52

Danny Moses is joined by Michael A. Gayed, founder of the Lead Lag Report, to discuss his new venture, the Free Markets ETF, which focuses on stocks benefiting from deregulation. The conversation covers a range of topics including the Japanese yield curve, the US debt and the Federal Reserve, and the potential impacts of deregulation on various sec…

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Bonus Episode: Jayne Mansfield, Robert Downey Jr., Myth Busting, and Dates with the Devil 39:14

6d ago39:14

39:14

This week in the Wrap Party, Zeth and Jake are talking about the kinds of roles that Robert Downey Jr. doesn’t take on anymore, plus they share some of their music and movie recommendations inspired by this week’s episode subject, Jayne Mansfield, and her connection to the Church of Satan. Zeth and Jake want to hear from you. What are your devilish…

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SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital 47:48

8d ago47:48

47:48

Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the differences between SPACs and DeSPACs, common misconceptions about SPAC risk, and how 2025’s boom in SPAC issuance is a far cry from what we saw in 2021. Camhi also discusses the different strategies he…

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Jayne Mansfield: Nude Scenes, Satan’s Slave, and a Gruesome Death 41:19

9d ago41:19

41:19

Whether she was filming Hollywood’s first major nude scenes, or posing against a backdrop of Satanic skulls and pentagrams, Jayne Mansfield lived for exhibitionism. As a leading sexpot of the 1950s, Jayne was a genius, a bombshell, and a mother in an industry that demanded women be single, dumb, and blonde. When people whispered that Jayne lived in…

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Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol 1:05:31

9d ago1:05:31

1:05:31

Volatility specialist Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast, joins Jack to share his view on volatility across assets. He explains why he thinks even though equity puts may be attractive for rainy day insurance, technically equity implied vol is very expensive relative to realized vol. While in Bitcoin …

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Cameron Dawson: Where Is My Mind? 45:40

15d ago45:40

45:40

Danny Moses welcomes Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss the current state of the US economy and stock market as the second quarter earnings season begins. Topics include the role and impact of the Federal Reserve, tariffs, the economic surprise cycle, and market breadth. Cameron also shares insights on market v…

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Bonus Episode: The Next Brando, Hearts of Darkness, and Memories of Madonna 57:23

13d ago57:23

57:23

This week in the Wrap Party, Zeth and Jake are talking about the legacy of Marlon Brando, cinematic descents into the jungle, and your recommendations for sweaty summer movies and classic movie soundtracks. Next week, get ready for our episode on Jayne Mansfield. In the meantime, Zeth and Jake want to hear from you. What sweaty summer movie gets yo…

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Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath 1:10:45

15d ago1:10:45

1:10:45

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jon Caplis, CEO and founder at PivotalPath joins Other People’s Money to discuss how underreporting of data by the top ti…

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Marlon Brando: A Fake Kidnapping Gone Wrong, Jungle Madness, and a Dead Boyfriend 38:47

17d ago38:47

38:47

Marlon Brando once broke a paparazzo’s jaw with one punch. He hired private investigators to find his son when a fake kidnapping went horribly wrong. He nearly sank an already doomed film shoot all by himself when he arrived in the Philippines overweight, underprepared, and demanding millions of dollars. And at the very moment he was trying to resu…

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The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne 1:10:27

17d ago1:10:27

1:10:27

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 Citrini returns to Monetary Matters to review his “25 Trade Ideas” shared at year-end and to look forward to the next ph…

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The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade 1:04:31

20d ago1:04:31

1:04:31

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Oren Cass, chief economist at American Compass, joins Jack to make the case that globalization over the past 50 years has been bad for American workers, and that tariffs are needed in order to remedy longstanding imbalances within the global economy. Cass also shar…

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Luke Gromen: Black Diamond Markets & The Avalanche of Worry 43:26

22d ago43:26

43:26

In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benef…

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Bonus Episode - RIP Michael Madsen, Written out of Hollywood History, and the Greatest Movie Soundtracks 53:12

22d ago53:12

53:12

This week in the Wrap Party, Zeth and Jake are talking about the great Michael Madsen, who recently passed away at the age of 67, as well as debating what is the greatest movie soundtrack of all time, and their music and movie recommendations inspired by this week's full episode subject, Sharon Stone. Next week, get ready for our episode on Marlon …

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The Market Has Moved from Deflation to Debasement | Warren Pies 1:07:13

23d ago1:07:13

1:07:13

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXMax Warren Pies, strategist and co-founder at 3Fourteen Research joins Other People’s Money to discuss how the market and economy ar…

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Sharon Stone: Basic Instincts, Baring It All, and the Butcher of Montreal 43:19

24d ago43:19

43:19

In a single year, Sharon Stone was nominated for awards for both Best Actress and Worst Actress – for the same role. She launched a million sexual awakenings with one quick display in Basic Instinct. Her performance in that film was so vivid that it inspired stalkers to track her down. It may have even served as the inspiration for one fan to commi…

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The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed 52:22

24d ago52:22

52:22

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Monetary Matters to update listeners on her read of the economic cycle and credit markets. She shares her thesis that the U.S. economy entered recession in early 2024, exited it, and is n…

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Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks 45:22

28d ago45:22

45:22

Sam Stovall, CFRA Research’s U.S. Equity Strategist joins Monetary Matters to explain his bullish (with a lowercase b) view on U.S. equities, and offers several overweights and underweights of CFRA Research across the stock market. Recorded on June 25, 2025.Sam Stovall’s book, “The Seven Rules of Wall Street”: https://www.amazon.com/Seven-Rules-Wal…

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Adam Parker: Margin Expansion = Multiple Expansion 36:27

29d ago36:27

36:27

Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research. They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides i…

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Bonus Episode - Separating the Art from the Artist, Heist Movies, and Directors in Exile 52:00

27d ago52:00

52:00

This week in the Wrap Party, Zeth and Jake are talking about Roman Polanski and separating the art from the artist, handing out fresh music and movie recommendations, and responding to your voicemails, texts, emails, and DMs. Next week, get ready for our episode on Jane Fonda. In the meantime, Zeth and Jake want to hear from you. What are you watch…

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Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital 1:06:00

29d ago1:06:00

1:06:00

Abdul Al-Asaad, CEO and co-founder of Basic Capital, joins Other People’s Money to discuss how Basic Capital is revolutionizing access to leverage for everyday Americans. He argues that American’s have far too much access to credit for the wrong use, consumption, and far too little access for positive uses like investing in assets that could change…

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Roman Polanski: Nazis, Murder, and Life on the Lam 42:06

1M ago42:06

42:06

As a child, Roman Polanski escaped from a Krakow ghetto on the day the Nazis took his father to a concentration camp. As a new filmmaker, he became the toast of young Hollywood with his 1968 horror masterpiece, Rosemary’s Baby. But after the brutal murder of his wife, Sharon Tate, at the hands of the Manson family, Polanski unraveled. He wound up c…

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Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold 56:34

1M ago56:34

56:34

Joseph Cavatoni, senior market strategist at The World Gold Council, joins Jack to share the developments within the global gold market. Cavatoni shares findings from The World Gold Council’s recent report on central banks’ gold reserves, and he explains current demand trends across the world. He reviews the supply situation and tells Jack about th…

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The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman 1:26:22

1M ago1:26:22

1:26:22

Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, joins Monetary Matters to discuss how the healthcare sector, the strongest sector for job growth in the whole economy, could falter because of the proposed cuts to spending in the Big Beautiful Bill and potentially even tip the whole economy into a recession. He also discusses how …

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Porter Collins & Vincent Daniel: What Are We Doing? Learning To Fly! 48:00

1M ago48:00

48:00

Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and…

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Bonus Episode - Gnarly L.A. Stories, Gnarly L.A. Gangsters, Porn Stars, and Washed-Up Protagonists 46:15

1M ago46:15

46:15

This week in the Wrap Party, Zeth and Jake are talking about John Holmes, Boogie Nights, commercials from the ‘80s and ‘90s, Gen X, the difference between Eddie and the Hot Rods and Eddie and the Cruisers, summer playlists, and washed-up protagonists. Next week, get ready for our episode on Roman Polanski. In the meantime, Zeth and Jake want to hea…

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John Holmes: Big Units, Freebase Briefcases, Four on the Floor, and the Wonderland Murders 41:27

1M ago41:27

41:27

John Holmes unexpectedly found fame in the 1970s with a freakishly large appendage that proved a gateway into the burgeoning adult entertainment industry. He appeared in over 2,000 porn films and is alleged to have slept with over 14,000 women. But a severe drug habit put him in close contact with some strange bedfellows in the Los Angeles underwor…

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The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners) 1:15:25

1M ago1:15:25

1:15:25

Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perception’s Research Subscription by clicking the link above. In addition, for those who sign up to Variant Perception’s Research Subscription, a trial of Variant Perception’…

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Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe 33:30

1M ago33:30

33:30

Jack Farley and Max Wiethe break down the market’s reaction to today’s Federal Reserve decision, the Summary of Economic Projections, and Jerome Powell’s press conference. They also discuss parallels between this market and late 2021, debate whether AI is a bubble, and the eternal question of when the next US recession will occur. Follow Jack Farle…

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Equity Market Strength is Masking a Recession | Mike Green 1:14:02

1M ago1:14:02

1:14:02

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, th…

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Lawrence McDonald: Risks, Myths and Investment Opportunities 46:14

1M ago46:14

46:14

Danny Moses interviews Larry McDonald, a former distressed credit trader at Lehman Brothers during the Global Financial Crisis (GFC) and author of 'A Colossal Failure of Common Sense' and 'How to Listen When Markets Speak.' Larry discusses his career, which includes transitioning from retail to institutional finance and experiencing firsthand the c…

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Bonus Episode - Immortality and Invincibility at the Movies, and Posthumous Performances 47:42

1M ago47:42

47:42

On this week in the Wrap Party, Zeth and Jake are talking about becoming immortal on the big screen, discussing music and movie recommendations inspired by the late, great Bruce Lee, and responding to your messages about everything from Will Smith to David Lynch. Next week, get ready for our episode on porn star John Holmes and the infamous Wonderl…

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Bruce Lee: Fists of Fury, the Death Touch, Murder Suspect #1, and Hollywood’s Ultimate Outsider 44:25

1M ago44:25

44:25

Bruce Lee got into so much trouble as a kid in Hong Kong that his parents banished him to the place of his birth: America. There he found all kinds of new trouble to get into. He upset kung fu traditionalists with his revolutionary style of fighting. He challenged long-held perceptions in racist Hollywood. He was an outsider determined to change th…

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The Fed Will Choose Inflation Over Recession | Vincent Deluard 57:49

2M ago57:49

57:49

Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are “cancelled.” He also discusses why he believes Trump’s MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil …

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Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt 1:00:23

2M ago1:00:23

1:00:23

Zach Levitt, CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other People’s Money to discuss how he is standing up multi-manager platforms at just 25 years old by focusing on niche capacity constrained managers. Levitt discusses the benefits of combining uncorrelated capacity constrained strategies in a multi-manager platf…

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Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein 1:13:35

2M ago1:13:35

1:13:35

Matthew Klein, founder of The Overshoot and UN/BALANCED and co-author of Trade Wars Are Class Wars with Michael Pettis joins Monetary Matters to discuss what factors really lead to major trade and capital flow imbalances between countries. He argues that factors like income inequality, domestic economic policy and decisions being made at the corpor…

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Dennis DeBusschere: 22V’s Investing Playbook, Victory & Volatility 42:13

2M ago42:13

42:13

Danny Moses talks with Dennis DeBusschere, founder and chief market strategist of 22V Research. They discuss various economic indicators, the state of large cap tech stocks, and the risks posed by tariffs and rising 10-year bond yields. Dennis shares insights on the Fed's stance, US debt, private credit, energy sector, and gold. The conversation co…

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Bonus Episode – Triple Threats, Mobbed Up Producers, and Post Prison Movies 41:44

2M ago41:44

41:44

On this week in the Wrap Party, Zeth and Jake are talking about entertainers who simultaneously dominate the small screen, the big screen, and the airwaves, as well as responding to your messages about everything from Jack Nicholson’s wild Hollywood nights to how one big studio head may or may not have had mob ties. Next week, get ready for our epi…

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John Belushi: Punk Rock Riots, Chicago Street Brawls, and Missions from God 43:14

2M ago43:14

43:14

John Belushi may have been one of the funniest comedians of his generation, but he wasn’t just a funny guy. He was a rock star. He partied with the Stones, fronted a world-class band of R&B legends, and was responsible for a punk rock riot in Rockefeller Center. He drew the ire of street gangs in Chicago, attempted to steal a boat with his blues br…

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“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs 1:33:12

2M ago1:33:12

1:33:12

This conversation was originally recorded for Julian Brigden’s research service, MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/ Julian Brigden of MI2 Partners and veteran macro trader Jonny Matthews of Super…

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What Investors Are Overlooking in AI & Semis | Val Zlatev 1:16:51

2M ago1:16:51

1:16:51

Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appreciate about the secular growth of AI and semiconductors. He also discusses why DeepSeek was so misunderstood, other aspects of the AI supply chain, th…

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Soaring US Debt Burden & The Global Market Reset | Gerard Minack 1:32:18

2M ago1:32:18

1:32:18

To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios, factors like net debt, monetized debt, …

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Peter Boockvar: The Canary Is Still Singing 45:21

2M ago45:21

45:21

Danny Moses welcomes Peter Boockvar, Chief Investment Officer at Bleakley Financial Group. They discuss the accuracy of Peter's market predictions from February, touching on subjects like the 'Mag 7' tech stocks, global investment trends, and market valuations. The conversation expands to current financial dynamics involving the Federal Reserve, in…

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Bonus Episode – Join Us in the Wrap Party 45:33

2M ago45:33

45:33

Welcome to the Wrap Party, the weekly bonus episode of the HOLLYWOODLAND podcast hosted by longtime Double Elvis writer and editor Zeth Lundy, along with HOLLYWOODLAND's host, Jake Brennan. This week we're talking about crimes of the century, rock star comedians, and Roscoe "Fatty" Arbuckle. Next week, get ready for our episode on John Belushi. In …

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Roscoe “Fatty” Arbuckle: Underground Brothels, Hush Money, Bootlegged Booze, and the Making of Hollywood’s Greatest Scandal 47:33

2M ago47:33

47:33

A century ago, at the birth of movie superstardom, silent film star Roscoe “Fatty” Arbuckle was at the center of a scandal that rocked Hollywood to its core. He was accused of a murderous sex crime so depraved that it turned the nation not only against him but against Hollywood itself. It led to the trial of the century, and a test of whether Ameri…

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American Exceptionalism was a Fiscal Facade | Marco Papic 1:06:24

2M ago1:06:24

1:06:24

Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for US assets, it will be the necessary shift to fiscal hawkishness that will drive the end of “American Exceptionalism” and outperformance of US markets. Papic also discusses his views on as shift towar…