Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters

24 snips

May 21, 2025

Jack Farley, a podcaster and founder of the Monetary Matters Network, shares his insights on navigating financial markets shaped by the Global Financial Crisis. He discusses the pivotal role of the Federal Reserve in influencing monetary policy, including interest rates and tariffs. Farley delves into the complexities of short selling, quantitative models, and the importance of foundational research in investing. He reflects on democratizing market information and the challenges faced by hedge funds in today's unpredictable climate, drawing from lessons learned from notable industry figures.

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ANECDOTE

Jack's Finance Interest Origin

Jack Farley grew interested in finance during college despite growing up through the Global Financial Crisis.
His father's investment career showed him the emotional toll of the crisis but sparked curiosity later in life.

INSIGHT

Federal Reserve's Crucial Market Role

The Federal Reserve controlling the overnight price of money is critical to the economy.
Jack believes the Fed acts as a market backstop and crisis stimulus provider, generally a force for good.

INSIGHT

Quantitative Easing Creates Trap

Quantitative easing involves buying securities to lower long-term interest rates.
Jack explains the Fed has created a balance sheet trap that makes unwinding restrictive and complicated.

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Danny 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 reflecting on private credit and its potential impacts. Jack also recounts lessons from notable guests and explains the role of technical analysis and short interest in investing. The conversation concludes with Jack's thoughts on the democratization of market information and his aspirations for his podcast network.

Joseph Wan at fedguy.com
Citrini Research (Substack)

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ABOUT THE SHOW
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 giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

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