Monetary Matters with Jack Farley

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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Episodes

What Investors Are Overlooking in AI & Semis | Val Zlatev

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, the state of the analog chip cycle, running long/short and market neutral strategies and garnering interest from the large multi-manager platforms. Lear...

Jun 05, 2025•1 hr 17 min

Soaring US Debt Burden & The Global Market Reset | Gerard Minack

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, and the overall size of US debt make this comparison flawed. He argues these factors make the current trajectory of US debt levels completely unsustai...

Jun 04, 2025•1 hr 32 min

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