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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Monetary Matters with Jack Farley

Episodes (269)

Monday Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War
Wed Jun 10th America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC)
Sun Jun 7th “Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith

Monetary Matters with Jack Farley

Jun 15, 2026
1½ hours
0

Sponsor: Teucrium Corn Fund (NYSE Arca: CORN): https://teucrium.com/corn In this episode of Monetary Matters, host Jack Farley sits down with independent economist and strategist David Woo to break down the hidden realities behind global tech markets and macroeconomics. Woo reveals how component inflation and artificial "token maxing" have created an optical illusion of accelerating corporate earnings, obscuring a real-term slowdown in tech hyperscaler CapEx. Rather than arguing that artificial intelligence lacks power, Woo presents a stark AI bear case rooted in imminent global regulatory crackdowns as advanced frontier models l...

Monetary Matters with Jack Farley

Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War

Jack Farley

00:00 -01:05:38