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Jack Farley

This week · 12 items
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Voice · person

This week · spoke in 12 items · 8 topics

Oct 8 → Oct 15, 05:30 ET · Last update Oct 7, 13:34 ET (for the window to Oct 7, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Expectant

Jack Farley hosted discussions spanning shipping, AI economics, semiconductors and Chinese fintech. In the shipping interview, he examined extreme tanker rates, product-tanker dispersion, the Dark Fleet and whether China’s property downturn had already stressed dry bulk 2. He also questioned guests about Anthropic’s financials and AI, data-centre constraints, semiconductor valuations and which AI-related companies had genuine exposure 912.

From the window to Oct 7, 05:30 ET — this window's take is still to be written.

On the record

last 90 days · 16 positions
AI +0.5 · 2life insurance -0.5 · 2private credit -2.0 · 2BDCs +2.0 · 1farmland +2.0 · 1Blue Owl Capital +2.0 · 1agriculture +2.0 · 1semiconductors +1.0 · 1

Latest positions

  • Jack FarleyStrongly cheap on Blue Owl Capital Views Blue Owl's public BDC (OTF) as too cheap. “bought one of Blue Owl's public BDCs (OTF) which is too cheap, in my view” Open the post I was dooming on private credit before it was co… · 9 Oct
  • Jack FarleyStrongly bullish on BDCs Expects a few public private credit BDCs to rise from here, seeing value right now. “I think there is value in a few public private credit BDCs right here right now” Open the post I was dooming on private credit before it was co… · 9 Oct
  • Jack FarleyHigh risk on AI Sees AI killing software as a risk, though one that can be hedged. “AI killing software is a risk here but one that can be easily hedged” Open the post I was dooming on private credit before it was co… · 9 Oct
  • Jack FarleyVery high risk on private credit Has long warned of a private credit crisis and still sees the risk of a true crisis where loans trade well below NAV. “if private credit is a true crisis these things will trade well below that” Open the post I was dooming on private credit before it was co… · 9 Oct
  • Jack FarleyStrongly bearish on VLCC Expects VLCC tanker rates to fall from current extreme levels, as $1 million a day cannot last. “he thinks rates have likely peaked” Open the post OUT NOW - words like "crisis" or "historic" fail… · 6 Oct
  • Jack FarleyBullish on Thermo Fisher Thermo Scientific and Danaher are blue chips where catastrophic loss of principal over 15 years is unlikely. “the odds of a catastrophic loss of principal would be low” ▶ 1:02:07 Token Bill Dwarfs CPU Bill | Ben Pouladian on Me… · 30 Sept
  • Jack FarleyBullish on Danaher Thermo Scientific and Danaher are blue chips where catastrophic loss of principal over 15 years is unlikely. “the odds of a catastrophic loss of principal would be low” ▶ 1:02:07 Token Bill Dwarfs CPU Bill | Ben Pouladian on Me… · 30 Sept
  • Jack FarleyStrongly for on agriculture Farley says it is good that the US and most of the world subsidize food and farming. “i think it's good that the us subsidizes food and farming and it's good that most of the world does as well” ▶ 35:46 Why Farmland With Centuries of Water Is the Ulti… · 11 Sept
  • Jack FarleyStrongly bullish on farmland Farley calls farmland and food security one of the more underappreciated real asset stories in markets right now. “why I think this is one of the more underappreciated real asset stories in markets right now” ▶ 0:00 Why Farmland With Centuries of Water Is the Ulti… · 11 Sept
  • Jack FarleyStrongly bullish on AI Farley dismisses the idea that a 5% 10-year yield will kill the AI trade, saying the AI trade will survive and Silicon Valley is laughing at the bears. “how a 5% 10-year Treasury yield is going to kill the AI trade (spoiler alert, it's not” Open the post When you're so levered long legacy enterprise so… · 10 Sept
  • Jack FarleyBullish on life insurance The number of life insurance and annuity policies issued in coming years is almost guaranteed to keep growing on demographics. “the amount of life insurance and annuity policies that are going to be issued in the future years is almost guaranteed to continue to grow” ▶ 1:06:02 What Actually Happens When a Life Insurer Fails … · 6 Sept
  • Jack FarleyFor on Apollo Global Management Farley defends Apollo's Federal Home Loan Bank borrowing, saying Athene is a massive mortgage lender and other FHLB borrowers are further from the mission. “I actually think that there's a lot of nonsense for the FHLB lending that's like not Apollo” ▶ 45:50 What Actually Happens When a Life Insurer Fails … · 6 Sept

Their output

12 this week
Wed 7Thu 8 · 5Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

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