Attention report
Monetary Matters with Jack Farley
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
11
Episodes analysed
204
Ideas extracted
34
Tickers covered
32
Theses first heard here
Top names · share of all tracked discussion
NVDA5 OF 168 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
TLT4 OF 34 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
AMD3 OF 26 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
MPC3 OF 6 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
GOOG2 OF 16 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Data centers' political and economic frictionPICKED UP BY PROF G MARKETS, BLOOMBERG SURVEILLANCE, WHAT BITCOIN DID, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, ON THE TAPE WITH DANNY MOSES
The Awesome Portfolio as a low-stress alternativePICKED UP BY THE GRANT WILLIAMS PODCAST, EXCESS RETURNS
Hyperscalers' hidden leverage hits $3 trillionPICKED UP BY THE JULIA LA ROCHE SHOW, COMMODITY CULTURE
AI bubble to pop from equity supply surgePICKED UP BY BLOOMBERG SURVEILLANCE
Wheat and soybean oil lead ags on weather, demandPICKED UP BY THE OPTIONS INSIDER RADIO NETWORK
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