Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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The mysterious death of Brittany Murphy. David Lynch and the real-life brutal murder that inspired Twin Peaks. Steve McQueen’s brush with Charles Manson. The three conspiracies surrounding Marilyn Monroe’s death. The indecent arrest of John Waters. Dennis Hopper’s easy riding and excessive 70s Hollywood. Woody Harrelson’s Dad’s connection to the JFK assassination. The obsessive murder of Dorothy Stratten. Bill Murray’s bust. Chris Farley burning out too soon. Al Pacino’s armed robbery. The s ...
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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A podcast about how the TV teaches us about beauty, body image, and how to feel about ourselves. Hosted by Mackenna Goodrich (@mack3nna) and Dr. Aubrey Hoffer, PHd (@hoff.phd) Reach out with questions at [email protected]
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Listen to two dudes who think they know what makes a good radio show. It's an hour and a half burgeoning with insipid stories, lukewarm commentary and post-juvenile humour. Every week Jack, Tristan and a special guest randomly select a conversation topic; ranging from God to unfortunate roommates. Woven throughout the conversation is a cacophony of segments, games and random callers. Also there is no pizza. Sorry.
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I’m Michael Rosenbaum, I’ve spent the better part of the last two decades in and out of film and television - mostly known for playing the bald dude on the show Smallville. I’m the guy that you probably don’t know by name, but when you see my face you might say “oh, that guy from that thing.” I’ve befriended some of the most talented people in the business, but it wasn’t until I started inviting them into my home that I realized, I didn’t really know these people. What started as me having s ...
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American Exceptionalism was a Fiscal Facade | Marco Papic
1:06:24
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1:06:24Marko 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…
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Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters
43:56
43:56
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43:56Danny Moses hosts Jack Farley, a podcaster and founder of the Monetary Matters Network. They discuss Jack's experiences growing up during the Global Financial Crisis and his keen interest in the Federal Reserve. Jack shares insights from numerous interviews on short selling and quantitative trading. They explore current market dynamics, with Jack r…
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Roscoe “Fatty” Arbuckle: Underground Brothels, Hush Money, Bootlegged Booze, and the Making of Hollywood’s Greatest Scandal
47:33
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47:33A 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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Episode 7: Android Men and Autism Part I - Data's Day
1:13:40
1:13:40
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1:13:40In this episode, Aubrey tells Mackenna all about her love for Date from Star Trek: the Next Generation and hypothesizes about qualities that Data shares with autistic men that make them both attractive. Meanwhile, Mackenna (known neurodivergent member of the podcast) gets very upset by the idea that some people want to see Data and Lore kiss. Hoste…
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Patient Value Investing and America’s Industrial Advantage | Bob Robotti
1:14:07
1:14:07
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1:14:07Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ year track record of S&P 500 outperformance. Here he joins Other People’s Money to discuss long-term value investing, why he likes to invest in companies perceived to be facing headwinds, and his view th…
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Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025
45:11
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45:11To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ Steve Hanke, author of “Making Money Work” and Professor of Applied Economics The Johns Hopkins University in Baltimore, joins Monetary Matters to share his thoughts on the anemic bank…
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Michael Kantrowitz: The "K"antro Shaped Recovery
39:03
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39:03Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market m…
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KAT MCNAMARA: Turning the Other Cheek, Dealing With Rejection & Supporting the Big Slick
1:16:52
1:16:52
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1:16:52💙 support Big Slick! https://bigslickkc.org/ Katherine McNamara (Shadowhunters, Arrow) joins again this week to catch us up on her life over the last few years and the idea of staying busy to engage your brain and maintain happiness. Kat discusses her process for dealing with rejection while remembering fond times on set with cast and crew during s…
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Dwayne “The Rock” Johnson: A Teenage Jewel Thief, a Heel Turn Betrayal, and Raising the People’s Eyebrow
39:40
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39:40Long before he raised the People’s Eyebrow, dropped the People’s Elbow, and laid the smackdown on the candyass world of Hollywood, Dwayne “The Rock” Johnson ran a jewelry theft ring in Waikiki. He and his peers worked the posh shopping district, snatching and grabbing whatever they could get their hands on and then pawning their haul for cold, hard…
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Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare
37:39
37:39
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37:39Jason Furman, former Chairman of Council of Economic Advisers for President Obama and Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University, joins Monetary Matters to share his view of the Trump administration’s “three-legged stool” of tariffs, deregulation, …
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Episode 6: Funny Fat Men Part III - Jack Black and the Boys
1:23:28
1:23:28
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1:23:28Mackenna and Aubrey wrap up the Funny Fat Men series by discussing some of their favorite funny fat men in media, including Zach Cherry, Jack Black, Caleb Hearon, Henry Zebrowski, Ed Larson, Jacob Wysocki, and Lou Wilson. (And an honorable mention to Rob McElhenney's portray of "Fat Mac" in It's Always Sunny in Philadelphia) Hosted by: Mackenna Goo…
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Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
1:25:14
1:25:14
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1:25:14Nicolás Dujovne, CIO and founder of Tenac AssetManagement and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies, EM debt investing, and why even though the US’s failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it ri…
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The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
1:43:54
1:43:54
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1:43:54Monetary Matters listeners can get a 25% discount to Prometheus Macro: https://www.prometheus-macro.com/monetarymatters Aahan Menon, founder and CEO of Prometheus Macro, returns to Monetary Matters to share his in-depth macro process. He talks about how returns come from three factors: carry, mean reversion, and trend, and about how these three fac…
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ELIZABETH TULLOCH: Farewell to Lois Lane, Reflections on Contentious Upbringing & Her Journey Into Motherhood
1:29:33
1:29:33
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1:29:33Elizabeth Tulloch (Superman & Lois, Grimm) joins us this week to share reflections on her tumultuous upbringing, inclusive of how it lead to her costarring alongside Superman for 4 seasons and evidently shaping how she parents today. Bitsie talks about the key to gratitude and how she learned about the healing powers behind being of service for oth…
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Jack Nicholson: Hidden Drugs, Road Rage, and a Shocking Crime
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43:37In some of Hollywood’s best-loved movies, Jack Nicholson played jokers, sailors, inmates – even the Devil himself. But he never played by the rules. He allegedly mooned a crowd of thousands at a basketball game. His bedroom kinks were laid bare in the papers. He fought the MPAA and the LAPD. And in 1994, he attempted to establish his own set of rul…
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Episode 5: Funny Fat Men II - Chris Farley
1:33:30
1:33:30
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1:33:30This week, Mackenna and Aubrey discuss the life and career of Chris Farley, an American actor and comedian who rose to fame on Saturday Night Live. And Mackenna watches Tommy Boy for the first time! Hosted by: Mackenna Goodrich (she/they; @mack3nna) and Dr. Aubrey Hoffer, PHd (she/her; @hoff.phd) Theme music: Josh Capati Logo design: Freya Sierra P…
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Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
1:25:12
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1:25:12Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics, joinsMonetary Matters to discuss his work at the IMF on the potential risks to theglobal financial system that the growth of private credit may pose. They alsodiscuss the affects that tariffs will have not just on the economy but thefunctioning of the financial system. Learn mo…
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The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets
1:04:57
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1:04:57David Kotok, Co-Founder & Strategic Advisor at Cumberland Advisors, joins Monetary Matters to discuss insights from his new book, “The Fed and the Flu: Parsing Pandemic Economic Shocks.” Kotok cites data over millennia to show that pandemics typically cause natural real interest rates to decline, and productivity and inequality to rise. Kotok argue…
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Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
1:24:41
1:24:41
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1:24:41Milton Berg, pioneer in technical market data analysis, explains why he thinks early April was a turning point in the U.S. stock market and why the stock market is likely headed higher. Recorded May 13, 2025 Follow Milton Berg on Twitter https://x.com/BergMilton Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Ap…
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Porter Collins & Vincent Daniel: What Are We Doing??
47:51
47:51
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47:51Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market enviro…
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TYLER HOECHLIN: Saying Goodbye to Superman, Embracing Tough Love & Choosing Baseball Over Twilight
1:20:18
1:20:18
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1:20:18Tyler Hoechlin (Superman & Lois, Teen Wolf) joins us this week to share how he’s been able to intertwine a tough-love sports upbringing with newfound vulnerability to find success in fan beloved franchises. Tyler reflects on the improbable run of Superman & Lois amidst the multiple different industry curveballs thrown their way, while recalling his…
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Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
1:07:59
1:07:59
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1:07:59To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ Ken Rogoff’s new book on the U.S. Dollar on Amazon: https://www.amazon.com/Our-Dollar-Your-Problem-Turbulent/dp/0300275315 On Publisher’s site: https://yalebooks.yale.edu/book/97803002…
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Will Smith: Fist Fights, Jail Cells, and the Slap Heard Round the World
40:26
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40:26In 1989, shortly after winning his first Grammy Award at just 20 years old, Will Smith was arrested and charged with assault after a brawl at a popular Philadelphia radio station left one man nearly blind. It almost ended his career just as things were getting started. But Will Smith overcame this challenge, and so many others, to become one of the…
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Episode 4: Funny Fat Men I - Roscoe "Fatty" Arbuckle
1:19:42
1:19:42
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1:19:42Mackenna and Aubrey discuss the life and legacy of Roscoe "Fatty" Arbuckle, a silent film star who was know for his large size, classic bits, and a highly-publicized murder accusation. TW: graphic discussion of sexual assault Hosted by: Mackenna Goodrich (she/they; @mack3nna) and Dr. Aubrey Hoffer, PHd (she/her; @hoff.phd) Theme music: Josh Capati …
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The Global Trade Reset Was Inevitable | George Magnus
1:20:38
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1:20:38George Magnus, famed economist and Associate at the China Centre Oxford, joins Monetary Matters to discuss how the global trade reset was inevitable because of unsustainable trade imbalances built up prior to the Trump administration. They also discuss the likelihood of tariffs being lowered and the relative strength of the US and China in trade ne…
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Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow
50:18
50:18
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50:18Jack welcomes Max Wiethe, Other People’s Money podcast host. The two discuss the May Fed meeting, in which Powell repeatedly stressed that the central bank is in a wait and see posture as it gauges how tariffs will impact inflation and growth. The two also discuss shipping volumes, tariff front running, and China’s recent monetary stimulus. Recorde…
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Bethany McLean: Cynicism and Belief Among the Chaos
35:18
35:18
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35:18Danny is joined by Bethany McLean, famed for her work on exposing Enron’s accounting malpractices and chronicling its fall in her book, 'The Smartest Guys in the Room.' McLean discusses various topics including the current state of private equity, U.S. healthcare, Fannie Mae and Freddie Mac, tariffs, and Warren Buffett's enduring legacy. Delving in…
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Getting Ready For A Protracted Bear Market | Last Bear Standing
1:06:48
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1:06:48Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Last Bear Standing joins Monetary Matters to explain why he thinks subpar equity returns are likely. In his words, “ The market’s current decline is not a correction, a bump in the road, or a dip to be bought. We have entered a protracted bear market.” Recorded on …
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DEAN CAIN: Competing for Superman, Leaving the NFL & Wearing His Heart on His Cape
1:17:12
1:17:12
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1:17:12Dean Cain (Lois & Clark: The New Adventures of Superman) joins us this week for a candid conversation about his upbringing on film sets and how his competitive nature that couldn’t get used anymore in the NFL helped him land a career changing role as Superman in Lois & Clark. Dean talks about the nerves and his edge during the audition process to b…
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Tim Allen: Cocaine in Kalamazoo, Life in Prison, and Flipping for the Feds
43:25
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43:25Before he was headed to infinity and beyond, Tim Allen was headed to life in prison for a low-level drug deal in Michigan. This is the story about how his first career ended in a life-changing bust, and what he had to do in order to survive and find a way out. This episode contains themes that may be disturbing to some listeners, including discussi…
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End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
53:16
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53:16Kara Murphy, CIO of Kestra Investment Management, joins Monetary Matters to share her investment outlook at a time of great uncertainty in global financial markets. Murphy argues that investors are best served taking a long-term approach, and investors with a long-time horizon ought not to spooked by policy-induced short-term gyrations in the stock…
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Episode 3: Hot Bunnies Part III - The Picture of Lola Bunny
1:03:50
1:03:50
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1:03:50Lola Bunny almost didn't exist. And then in 2021, the Internet melted down over her redesign in Space Jam: A New Legacy. We cover the entire history of "the hottest cartoon character in the world" on our final installment in our series about hot bunnies. Hosted by: Mackenna Goodrich (she/they) and Dr. Aubrey Hoffer, PHd (she/her) Theme music: Josh …
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Presenting You Must Remember This: Frank Capra
1:25:28
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1:25:28Today we’re bringing you an incredible episode from You Must Remember This about director Frank Capra. The director of It’s a Wonderful Life, who won five Oscars in the 1930s for films that embodied the pre-World War II notion of American exceptionalism, was pushed into semi-retirement by the early 50s by changes in tastes and political priorities.…
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Dr. Jim Walker: A Brave Heart In An Uncertain World
55:08
55:08
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55:08Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interve…
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How Hedge Funds Have Managed Market Turmoil with Jack and Max
57:18
57:18
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57:18The first 4 months of 2025 have been highly volatile hurting both equity and fixed income investors alike, but how has the “smart money” faired in this environment? Jack and Max breakdown the performance of hedge funds in Q1 and April of 2025 with data from Citco Fund Services and HFRI. They also discuss the recent moves by Yale and Harvard to sell…
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DAMIEN LEONE: Creating TERRIFIER, Intensity with Art the Killer-Clown & the Power of Horror
1:13:40
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1:13:40Damien Leone (Terrifier) joins us this week to share everything about the intense horror and word of mouth rise behind the Terrifier franchise. Damien talks about his origins in filmmaking, how he learned about the power of horror in being able to scare adults, and how his passion for effect and storytelling helped him create an iconic horror villa…
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Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
46:14
46:14
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46:14Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Learn more about Teucrium’s Model Commodity Portfolio: https://insights.teucrium.com/commodities1subscribe Golden Grain Cycle: https://insights.teucrium.com/golden-grain-cycle This Fireside Chat is a sponsored conversation with the CEO of Teucrium, Sal Gilbertie. S…
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Phil Hartman: Blackmail, an Attempted Presidential Assassination, and a Murder-Suicide
44:48
44:48
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44:48Before he was deemed “the Glue” by his castmates at Saturday Night Live, Phil Hartman worked as a rock ‘n roll roadie and a graphic designer. He created album covers for the bands Poco and America, as well as the logo for Crosby, Stills & Nash. He did those things as a card-carrying member of the peace and love movement. A movement that was infamou…
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The Financial Sector Prepares for Recession | Marc Rubinstein
1:20:26
1:20:26
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1:20:26Marc Rubinstein, former hedge fund manager and author of NetInterest joins Monetary Matters to discuss how the financial sector ispreparing itself for the risks of a recession and how they are managing tariffuncertainty during this earnings season. Rubinstein touches on the different subsectors of the financial sector, like banks, non-banks, asset …
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Episode 2: Hot Bunnies Part II - That Famous Zootopia Comic
1:05:53
1:05:53
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1:05:53In part 2 of our discussion of Hot Bunny Girls in media, Mackenna runs through a lot of anime bunny girls and how this all relates to the concept of moe. Aubrey and Mackenna share their controversial Judy Hopps takes and Aubrey shows Mackenna... that Zootopia comic. Hosted by: Mackenna Goodrich (she/they; @mack3nna) and Dr. Aubrey Hoffer, PHd (she/…
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Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
50:42
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50:42Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Treval…
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Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
55:18
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55:18Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tar…
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Michael Green: How Do You Like Them Apples?
51:20
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51:20Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management. The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his cu…
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Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap
1:11:27
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1:11:27To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ What happens to Private Credit in a slowdown? Are fears of tariffs overblown? Danny Moses of “The Big Short” renown joins Monetary Matters to share his views on these important issues …
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WIL WHEATON: Protecting Your Younger Self, Star Trek Validation & Giving Breaks With ‘Storytime’
1:22:14
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1:22:14Wil Wheaton (Star Trek, The Big Bang Theory) joins us again this week to follow up our first conversation about his trauma recovery, being a survivor of child abuse and isolation from his family. Wil talks about the experience of re-traumatizing himself to expose what still needs to be worked on while sharing the tactics he uses to prioritize his c…
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Robin Williams: A Manic Mind at Breakneck Speed, an Addiction to Laughter, and the Devil’s Dandruff
43:35
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43:35Robin Williams’ manic mind moved at such a breakneck speed that cocaine had the opposite effect than it had on most other people: it slowed him down. Robin’s primary addiction, however, wasn’t cocaine. He was addicted to the dopamine rush of being on a stage, where he could let his mind run wild with free association, and be rewarded with uproariou…
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Breaking The Dollar System | Freya Beamish
1:11:47
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1:11:47Freya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar international monetary order. She estimates that U.S. and China will reach a deal lowering tariffs to ~30% levels and shares her views on bonds and gold. Recorded on April 14, 2025. Follow Freya Beamish on Twitt…
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Episode 1: Hot Bunnies Part I - This Is All Hugh Hefner's Fault
45:56
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45:56This week, Mackenna and Aubrey discuss why there are so many hot bunny girls in media. Journey with us down the rabbit hole to learn why Scotland is really attracted to a chocolate bunny and how this really is all Hugh Hefner's fault. Hosted by: Mackenna Goodrich (she/they) and Dr. Aubrey Hoffer, PHd (she/her) Theme music: Josh Capati Logo design: …
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Herb Greenberg: From Disc Jockey to Stock Jockey
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43:35In this episode of "On the Tape," Danny Moses hosts veteran financial journalist Herb Greenberg, who shares his journey from aspiring disc jockey to influential Wall Street reporter. Greenberg discusses how he developed his reputation for investigative business journalism, focusing on uncovering risks and red flags in public companies, often before…
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The World Is Dumping U.S. Assets | Julian Brigden
1:35:02
1:35:02
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1:35:02Sign 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 Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home…
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