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חפש פרקים קודמים של Monetary Matters with Jack Farley.

פרקים אחרים בפודקאסט הזה

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/ Crude tanker rates have exploded to more than $1 million per day on some Middle East Gulf to China voyages, roughly 25 tim‮…
Ben Pouladian of BEP Research returns to Monetary Matters to break down who's winning and losing in AI right now, starting with Meta's Muse, the consumer agent he calls the "McDonald's version" of AI, and why he thinks its revenue will come mostly from ads rather than subscriptions, especially acr‮…
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/ Semiconductor earnings have roughly doubled this year, yet chip multiples have compressed and the stocks are still well off‮…
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/ Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast, returns to Monetary Matters ‮…
James Elbaor, Founder and Portfolio Manager at Marlton LLC joins OPM to discuss why the private credit boom is officially over. Elbaor explains how artificial intelligence is threatening the SaaS businesses that make up over half a trillion dollars of private credit exposure, while also detailing ‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Jack Farley, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.