Jack Farley
@JackFarley96
Host of Monetary Matters podcast: https://rb.gy/f4ljkx Creator of Forward Guidance show (30 million downloads)
OUT NOW - how @Alpha_Ex_LLC's Dean Curnutt sees it: - Equity vol is rich - Bitcoin calls are cheap - Stock market is right to no longer cares about tariffs Apple shorturl.at/JcbZM Spotify shorturl.at/tCkOY YouTube short-link.me/1899Z

This could be huge
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Agree
@Brad_Setser is a national treasure. I'm not sure how much the @CFR_org pays him but it's not enough. The man does the FinTwit community a service with his content on all things China, trade flows, and capital flows. Great one below on China. cfr.org/blog/case-chin…
OUT NOW @opmpod with @valwithcatalyst on the booming SPAC Market. We discuss... -SPAC Issuance in 2025 -DeSPACs vs SPACs -Few SPAC Deals -Crypto Treasury SPACs -Nuclear, MAGA, & Hot Themes -PIPE Opportunities -SPAC Squeezes -SPVs and SPAC Bridge Loans -The HF Conference Circuit
I didn't know that Zelle was co-owned by 7 banks. I thought Bank of America owned it Because it features so prominently in $BAC investor presentations Learn something new every day!

Bitcoin calls are cheap, argues volatility specialist Dean Curnutt. It could be an "off-to-the-races type moment." Full interview w/ @Alpha_Ex_LLC: shorturl.at/JcbZM
@JackFarley96 and Dean Curnutt just had a good conversation about this in the later half of the last Monetary Matters episode. podcasts.apple.com/us/podcast/mon…
I was on "Monetary Matters" hosted by @JackFarley96 ...chatted about bitcoin, gold and the price of insurance broadly. Take a look. Also on Apple podcast youtube.com/watch?v=bN3RiJ… podcasts.apple.com/us/podcast/bit…