Τα καλύτερα Julia La Roche podcast (2024)

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#215 Jim Rogers: Market Party Will End in Crisis | Why He's Not Shorting 'Yet' 38:16

8h ago38:16

38:16

Legendary investor Jim Rogers, co-founder of the Quantum Fund with George Soros and author of multiple bestselling books including "Street Smarts" and "Investment Biker," returns to the Julia La Roche Show (Ep. 215) with a stark warning about America's debt crisis and market euphoria. Speaking from Singapore, Rogers shares why he's recently cut bac…

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#214 Peter Grandich: America's Living Beyond Its Means Will End In 'Debt Implosion' 58:58

2d ago58:58

58:58

With over 40 years of Wall Street experience and known for correctly predicting the 1987 market crash, Peter Grandich joined the Julia La Roche Show (Ep. 214) to discuss America's unsustainable debt path, the BRICS nations' challenge to U.S. dominance, his concerns about a coming debt implosion, and why "less is more" should be the guiding principl…

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#213 Epsilon Theory's Ben Hunt: Markets Have Entered 'What The F*ck Animal Spirits' Post-Election — Why It's Time To 'Take Some Chips Off The Table' 50:14

2d ago50:14

50:14

Ben Hunt, the author of Epsilon Theory (https://www.epsilontheory.com/) and co-founder of Second Foundation Partners, returns to The Julia La Roche Show to discuss narratives and how they shape everything from financial markets to politics. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, …

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#212 Michael Howell: Markets Are 'Front Running Liquidity' and Will Get 'Sandpapered to Death' by Bond Yields 45:24

9d ago45:24

45:24

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche for episode 212 to discuss the global liquidity cycle, markets, and why there's uncertainty in the year ahead. ✨ This episode is sponsored by Public.com. https://public.com/juli…

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#211 Charlie Gasparino: Trump Put A Big Nail In The Coffin Of Woke 48:28

14d ago48:28

48:28

Veteran journalist and bestselling author Charlie Gasparino, Fox Business Senior Correspondent and New York Post columnist, joins Julia La Roche in-studio to discuss his newest book, "Go Woke, Go Broke." ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All inves…

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#210 Jim Rickards: Weakness, Recession in 6-9 Months, But a Very Strong Economy in 2-4 Years 53:57

16d ago53:57

53:57

Jim Rickards returns to the podcast for episode 210 to discuss the 2024 election results, his outlook for the economy and why he sees a recession in the near term followed by a great recovery, and his warning on artificial intelligence. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc.…

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#209 Danielle DiMartino Booth On The Fed And Powell's Future, Why The U.S. Economy Is Already In Recession, And What's Really Happening In The Labor Market 45:46

19d ago45:46

45:46

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 209 to discuss the FOMC decision, the state of the economy, and the 2024 election results. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc.…

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#208 Chris Whalen: It's a Funny Time In Markets With No Clear Direction 30:44

23d ago30:44

30:44

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 208 to discuss the economy, markets, and the 2024 presidential election. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsem…

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#207 Dr. Gary Shilling On The Odds Of A Recession, Hidden Flaws In The Economy, And The 'Debt Bomb' Coming In The U.S. 35:46

26d ago35:46

35:46

Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode on episode 207 to discuss the state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public…

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#206 Grant Williams: Confusion, Division, & Loss of Trust — How And Why The Investment World Has Changed 1:01:53

30d ago1:01:53

1:01:53

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 206 for a wide-ranging conversation on macro. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investin…

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#205 Jim Bianco: On Why The Market Is Signaling The Fed's Rate Cuts Are A Mistake, What's Really Going On In The Labor Market, And Why Inflation Is Here To Stay 44:06

1M ago44:06

44:06

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 205 to discuss the macro view, why the market is signaling the Fed's rate cut was a mistake, the dynamics of the labor market, and the presidential election. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid end…

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#204 David Woo: 'So Many Things Can Go Wrong' — The Market Is Too Complacent Right Now About The Risk Of Israel-Iran War. Buy Your Investment Protection Before The Election. 1:04:26

1M ago1:04:26

1:04:26

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#203 "It Reminds Me Most of 2007" — David Rosenberg on Market Bubbles and Economic Illusions 1:06:01

1M ago1:06:01

1:06:01

In episode 203, David Rosenberg, founder and president of Rosenberg Research, joined Julia to discuss the current economic landscape and his outlook for the future. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves …

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#202 Steve Hanke: A Recession Is Still On The Way — What the Money Supply Tells Us About The Economy 50:10

1M ago50:10

50:10

Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 202 for a conversation on the state of the economy, the money supply, inflation, and the upcoming election. ✨ This epi…

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#201 Eric Basmajian On What's Really Going On With The Economy Right Now 1:03:59

2M ago1:03:59

1:03:59

Eric Basmajian, founder and CEO of EPB Research, joins Julia on episode 201 to discuss the economy, housing market dynamics, outlook on unemployment trends, and the long-term economic factors, including the effects of increasing government size on private sector growth. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://pub…

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#200 Chris Whalen: The Fed 'Jumped The Shark' With Its Rate Cut 36:23

2M ago36:23

36:23

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns for episode 200 to discuss the economy, the Fed, upcoming bank earnings, the 2024 election, and more. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid end…

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#199 Josh Brown: You Weren't Supposed To See That 49:46

2M ago49:46

49:46

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $5 billion, joins Julia La Roche on episode 199. Josh is a frequent commentator on CNBC's "Halftime Report," and the author of four books, including his newest, "You Weren't Supposed To See That: Secrets Every Investor Should K…

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#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can" 54:08

2M ago54:08

54:08

Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 198 to share his macro outlook and why he thinks we're headed for an Economic Singularity with the rise of AI. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨Paid endorsement for Public In…

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#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles 48:28

2M ago48:28

48:28

Bill Fleckenstein, president and founder of Fleckenstein Capital, returns to The Julia La Roche Show for episode 197. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. …

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#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade' 1:02:55

2M ago1:02:55

1:02:55

Brent Johnson, founder and CEO of Santiago Capital, returns for episode 196, in which he discusses the current macro landscape, focusing on Fed policy, global markets, and his Dollar Milkshake Theory. He explores gold's role as a signal of economic stress, the dynamics of carry trades, and potential market volatility ahead. ✨ This episode is sponso…

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#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation 35:45

3M ago35:45

35:45

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing…

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#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America 59:38

3M ago59:38

59:38

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. Dr. Laffer is the founder and chairman of Laffer Associates, an economic research and consulting firm. Known as the "Father of Supply Economics," he is famous for developing the Laffer Curve, a representation of the relationship be…

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#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now 48:11

3M ago48:11

48:11

✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. Tom i…

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#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy 1:00:50

3M ago1:00:50

1:00:50

Legendary economist Dr. Lacy Hunt, EVP and Chief Economist of Hoisington Investment Management Company, joins Julia La Roche on episode 192 for a wide-ranging discussion on the deteriorating economy. In this episode, Dr. Hunt explains that non-farm payrolls overshot by five standard errors, making it the worst miss since a 9 standard one for 2009, …

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#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You' 46:58

4M ago46:58

46:58

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique inve…

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#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction 50:50

4M ago50:50

50:50

Brian Wesbury, Chief Economist at First Trust Advisors LP, joins Julia La Roche episode 190 to discuss the macro picture and why the economy is likely headed toward recession. He also thinks this overvalued stock market could see a 15-20% correction. Links: website: https://www.ftportfolios.com/ blog: https://www.ftportfolios.com/retail/blogs/Econo…

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#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity 45:13

4M ago45:13

45:13

Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 189, featuring a discussion on the macro environment, warning signs, and investment opportunities. Link to Rick's private placements bootcamp: https://events.ringcentral.com/events/rick-rule-s-virtual-private-…

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#188 Chris Whalen On The Difficult Economic Environment Ahead 31:51

4M ago31:51

31:51

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 188 to discuss the economy. This episode was recorded on Friday, Aug. 2. Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institu…

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#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy 50:31

4M ago50:31

50:31

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 187 to discuss a dangerous triumvirate of bubbles in the economy: a real estate bubble, an equity bubble, and a credit bubble. These bubbles have been fueled by 20 years of a negative real Fed funds rate. Pento predicts that these bubbles will …

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#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong 1:00:03

4M ago1:00:03

1:00:03

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump …

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#185 Jim Rickards: We're Probably Already In A Civil War 1:02:16

4M ago1:02:16

1:02:16

Jim Rickards returns to the podcast for episode 185 to discuss the macro view and political turmoil in the U.S., including the attempted assassination of former President Trump. This episode was recorded on July 18. Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers,…

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#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way 29:40

4M ago29:40

29:40

Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 81 for a wide-ranging conversation on the economy. Three years ago, using the quantity theory of money — which links a…

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#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump 1:17:58

5M ago1:17:58

1:17:58

Neil Howe, an author, historian, demographer, economist, and consultant best known for his work on social generations and generational trends, joins Julia La Roche on episode 183 to discuss the Fourth Turning. Julia and Neil recorded this episode on Friday, July 12. After the attempted assassination of former President Donald J. Trump at a rally in…

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#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation 48:33

5M ago48:33

48:33

Economist and author Tyler Cowen, the Holbert L. Harris Chair of Economics at George Mason University and chairman and general director of the Mercatus Center at George Mason University, joins Julia La Roche on episode 182. Links: Marginal Revolution: https://marginalrevolution.com/ Twitter/X: https://x.com/tylercowen 00:00 Introduction and welcome…

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#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year 30:43

5M ago30:43

30:43

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election. Links: Twitter/X: https:/…

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#180 Andrew Wilkinson On Going From A Barista To A Billionaire, Building Tiny 'The Berkshire Hathaway' Of Tech, And Life Lessons From Warren Buffett, Charlie Munger, And Bill Ackman 57:41

5M ago57:41

57:41

Entrepreneur-turned-investor Andrew Wilkinson, founder and chairman of Tiny, a Victoria, Canada holding company that invests mostly in tech, joined Julia La Roche on episode 180 to share his new book, “Never Enough: From Barista To Billionaire. Once a barista in a small cafe making $6.50 an hour, Andrew Wilkinson built a business valued at over a b…

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#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead 47:19

5M ago47:19

47:19

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 179. Links: PhinanceTechnologies: https://phinancetechnologies.com/ Twitter/X: https://x.com/DowdEdward 00:00 Intro and welcome Ed Dowd 00:46…

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#178 Peter Boockvar: The Is The Most Mixed And Uneven Economy That I’ve Ever Seen And It Feels More Like A 1.5% GDP Growth Rate Economy Rather Than 3% 35:12

5M ago35:12

35:12

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and a CNBC contributor, discusses the mixed and uneven state of the economy. He highlights the contrasting trends in different sectors, such as housing, consumer spending, and manufacturing. Boockvar also discusses the impact of government spending and the labor market on the over…

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#177 Mike Green: Passive Investing Has Turned The Market On Autopilot 49:02

5M ago49:02

49:02

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 178 for a wide-ranging conversation on the economy and market. In this episode, Mike Green discusses some of the implications of systematic and passive investment strategies and how they've led to the current market conditions. Micha…

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#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory 50:17

6M ago50:17

50:17

Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets. Link: https://www.treussard.com/julia Timestamps: 00:00 Intro and welcome Jonathan Treussard 00:52 Macro view, confusing data, too much vola…

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#175 Chris Whalen: 'We're Hiding A Lot' — Why Commercial Could Be The Next Source Of The Financial Crisis In This Country 33:05

6M ago33:05

33:05

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 175 to discuss the economy, the risk in commercial real estate, the upcoming presidential election, and the status of the American dream. Links: Twitter/X: https://tw…

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#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You 43:40

6M ago43:40

43:40

"Reformed" hedge fund manager James Lavish, the author of The Informationist newsletter and founder/managing partner of The Bitcoin Opportunity Fund, joins Julia La Roche on episode 174 for a wide-ranging discussion on macro, the pockets of recession especially in the private sector, and a deep dive into the debt problem in the U.S. Links: Twitter/…

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#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market 1:14:51

6M ago1:14:51

1:14:51

Dave Collum, Professor of organic chemistry at Cornell University and Zero Hedge Contributor, joins The Julia La Roche to share his views on the economy and markets. In this episode, Professor Collum makes a case that the market today looks “more insane than the dot-com bubble” and why we could be headed for a 40-year bear market. Links: Twitter/X:…

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#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes 58:36

6M ago58:36

58:36

John Cochrane, the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution and former professor of finance at the University of Chicago Booth School of Business and, before that, the Department of Economics, joins Julia on episode 172. Professor Cochrane is the author of The Fiscal Theory of the Price Level book, and he writes the Grum…

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#171 Dave Friedberg, CEO Of Ohala And Co-Host of The All-In Podcast, On The New Breakthrough Can Boost Crop Yields By 50-100% And Could Change Farming Forever 47:49

6M ago47:49

47:49

Investor and entrepreneur Dave Friedberg, the CEO of The Production Board and CEO of Ohalo and co-host/"Bestie" on The All-In Podcast, returns to The Julia La Roche for episode 171 to discuss his company's breakthrough technology that could solve world hunger. Ohalo, a startup that's been in stealth mode, recently filed a patent for its groundbreak…

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#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong 38:55

7M ago38:55

38:55

Bob Elliott, cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity, joins Julia La Roche on episode 170. In this episode, Elliott discusses the macro picture and highlights that the economy is in an income-driven expans…

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#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence 31:45

7M ago31:45

31:45

Carol Roth, a “recovering” investment banker, financial television commentator, entrepreneur, and two-time New York Times best-selling author, joins Julia La Roche again for episode 169 to discuss the state of the economy, the Federal Reserve, the impact of deficit spending, and the challenges faced by small businesses. Links: You Will Own Nothing:…

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#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s No-Win Situation, The Fragility Of Valuations, Gold As ‘The Alchemy Of Chaos,’ Buying Bitcoin, And The Dangerous Sign The Japanese Yen Is Sending 1:21:31

7M ago1:21:31

1:21:31

The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in the East Village, for an in-person, unfiltered conversation on macro and more. Links: Twitter/X: https://twitter.com/hendry_hugh Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial Timesta…

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#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble 21:47

7M ago21:47

21:47

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 167 to discuss the current state of the economy and the potential risks ahead. In this episode, Pento highlights the rising inflation rate, the burden on the middle class, and the unsustainable levels of debt. Pento predicts a slowdown in GDP g…

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#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors 38:42

7M ago38:42

38:42

Nancy Davis, founder and portfolio manager of Quadratic Capital Management, joins The Julia La Roche for episode 166 to react to the May Fed Meeting and the Federal Reserve's decision to keep rates unchanged. In this episode, Nancy shares that inflation is a persistent issue that cannot be easily resolved. However, she sees this as an opportunity f…

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