Hope you enjoyed today's episode. If you like the show, please consider leaving a rating and review on Apple podcast or Spotify! Apple podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906 Spotify open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB
i remember u from cambridge bro. you had all the high scores at the arcade. you were really good at math. your karate kicks were amazing. you were 3rd in your class out of 173 and your parents asked you why you weren't first. glad you're doing well man, good seeing you here. good luck
One would think that if the tariffs were about trade deficits and reshoring, such drastic tariff measures would also be accompanied by massive infrastructure spending and a national re-training program focusing on STEM. But there's none of the latter. It's more likely Trump's tariffs are more about revenue and fiscal balancing.
J. Pow probably won’t act until credit markets seize, same situation as Q4 2018. If spreads are blowing out and they are beginning to widen marginally, he’ll act. Equities will just get reprieve from it.
2:48 sorry to say this is nonsense. Fed policy isn’t driven based on stock market changes. What does it even mean to say stock market wants to indicate to Fed that an emergency support action is needed. It’s just ridiculous to talk like this
4:31 again i think he doesn’t understand what’s going on. The goal isn’t to make bilateral deficit zero. That is ridiculous, impossible and nonsensical. The goal is to have no persistent deficit with the world but allow for marginal deficits and surplus with different countries
Hope you enjoyed today's episode. If you like the show, please consider leaving a rating and review on Apple podcast or Spotify!
Apple
podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906
Spotify
open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB
i remember u from cambridge bro. you had all the high scores at the arcade. you were really good at math. your karate kicks were amazing. you were 3rd in your class out of 173 and your parents asked you why you weren't first. glad you're doing well man, good seeing you here. good luck
I'm really impressed by Jack's financial maturity. Brilliant guests and always current. Well done Sir!
This guy is amazing. He knows what's up. Please make him a regular. I learned so much here.
One of the very best financial interviews ive ever experienced.
What a beast. Get this guy on as frequently as ya can. Every 3/4 months if possible. Love how ,he analyzes markets
Tian Yang was an amazing listen! Thank you sirs
Great interview. Thanks Jack
GREAT analysis!
Excellent commentary from Tian!
Great insights! Thanks a lot for sharing!
One would think that if the tariffs were about trade deficits and reshoring, such drastic tariff measures would also be accompanied by massive infrastructure spending and a national re-training program focusing on STEM. But there's none of the latter. It's more likely Trump's tariffs are more about revenue and fiscal balancing.
J. Pow probably won’t act until credit markets seize, same situation as Q4 2018. If spreads are blowing out and they are beginning to widen marginally, he’ll act. Equities will just get reprieve from it.
Can anybody point me to the Moran (sp!?) paper that he referenced?
www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
lmao yo u guys are 25k subs already wtf
It snuck up on us too!
2:48 sorry to say this is nonsense. Fed policy isn’t driven based on stock market changes. What does it even mean to say stock market wants to indicate to Fed that an emergency support action is needed. It’s just ridiculous to talk like this
Good interview! And no deal with Israel at least as of right now ⚠️
when politicians panic the markets no longer panic
there’s still cheap vol out there
The bull run is over
4:31 again i think he doesn’t understand what’s going on. The goal isn’t to make bilateral deficit zero. That is ridiculous, impossible and nonsensical. The goal is to have no persistent deficit with the world but allow for marginal deficits and surplus with different countries
Then Trump should be increasing infrastructure spending and creating STEM training programs. But he's not.
Horrible analysis. No data. No facts. Just opinions based on news headlines. 😂