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

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

3 days ago 31m 45s

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,

#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

8 days ago 1h 21m

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_hughPodcast: https://podcasts.apple.com/us/

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

10 days ago 21m 47s

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 rat

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

16 days ago 38m 42s

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 th

#165 Jim Bianco On Stickier Inflation, A 10-20% Chance Of A Rate Hike, And Why The 10-Year Treasury Yield Could Surge To 5-5.5%

17 days ago 37m 28s

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. In this episode, he highlights the bifurcated nature of the eco

#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage

22 days ago 33m 39s

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 to discuss the big picture of the economy and markets.He highlights th

#163 Professor Scott Galloway: We're Turning Into Something That's Not Very American

24 days ago 51m 4s

Scott Galloway, Professor of Marketing at NYU Stern School of Business, returns to the pod to join Julia La Roche on episode 163 to discuss his newest book, “The Algebra of Wealth: A Simple Formula for Financial Security.” The Algebra of Weal

#162 Keith Fitz-Gerald, Investor Who Nailed 2023 Market Rally, Says The Fed Doesn’t Matter — Investing In Optimism Does

29 days ago 31m 3s

Keith Fitz-Gerald, principal of the Fitz-Gerald Group, shares his macro view of the world and the five big picture lenses through which he sees the world.He believes that investing in optimism and knowing where the world is going is better th

#161 Michael Howell On Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, Gold, The US Dollar

Apr 16th, 2024 35m 22s

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 161 to discuss the global liquidity cycle and its impact on

#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation

Apr 11th, 2024 43m 42s

Bill Fleckenstein, president and founder of Fleckenstein Capital, discusses the macro view of the world and the impact of the Federal Reserve's monetary policies. He criticizes the Fed for its incompetence and reckless policies that have led

#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle

Apr 9th, 2024 32m 49s

Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss the macro view of the economy, focusing on fiscal dominance. Alden highlights the wide performa

#158 Larry McDonald: We’re Entering A Sustained Inflation Regime, Why Trillions Of Dollars Are Currently Misallocated, And The Opportunity Right Now In Hard Assets

Apr 4th, 2024 34m 35s

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to discuss his newest book, “How To Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Res

#157 Dr. Gary Shilling On The Hidden Flaws In The Economy

Apr 2nd, 2024 38m 19s

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 157 for a wide-ranging conversation on the economy. In this episode, Dr. Shilling discu

#156 Tom McClellan On Why The Recession Is Still Coming And Why The Second Half Of 2024 Could Be Unpleasant For Stocks

Mar 27th, 2024 45m 54s

Tom McClellan, editor of The McClellan Market Report and a prominent figure in stock market and technical analysis, joins Julia La Roche on episode 156. In this episode, Tom shares his views on the economy and markets in a presentation of ch

#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'

Mar 26th, 2024 34m 7s

Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer. Last year, she did not expect a recession because of the strong consumer. Today, she describes the economy as “bifurcated” becau

#154 Dr. Art Laffer: We Are In The Middle Of A Massive Redistribution Revolution And It's Destroying Growth

Mar 21st, 2024 1h 4m

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 154. Dr. Laffer is the founder and chairman of Laffer Associates, an economic research and consulting firm. Known as the "Father

#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call

Mar 19th, 2024 36m 13s

Amy Nixon, a housing and economic analyst, makes her first podcast appearance in six months after making a pivot on her deflationary recession call. In his episode, Amy discusses the current macroeconomic environment and the challenges it pre

#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History

Mar 13th, 2024 47m 1s

Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, makes his debut on episode 152 of The Julia La Roche Show. In this episode, Hirschmann argues that we're currently in the most dangerous time in financial his

#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom

Mar 12th, 2024 53m 9s

Former hedge fund manager Whitney Tilson, now Editor at Stansberry Research, returns to The Julia La Roche Show for a wide-ranging discussion on the economy, markets, and common mistakes investors make. Whitney discusses the strength of the ma

#150 Alfonso Peccatiello On The Risk of a Global Recession Triggered by China's Deleveraging And The Spillover Effects Not Many Are Paying Attention To

Mar 7th, 2024 30m 30s

Alfonso Peccatiello, founder of the Macro Compass, discusses the macro view of the current market and investor expectations. He challenges the narrative of a structurally stronger US economy and presents a contrarian perspective. Peccatiello h

#149 Jeff Snider: We're Still On The Same Path To Recession

Mar 5th, 2024 37m 20s

Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture, characterized by confusion and ambiguity. In this episode, Jeff explains the Fed's focus on consumer pric

#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot

Feb 29th, 2024 28m 32s

Harley Bassman, managing partner at Simplify Asset Management, discusses his macro view of the economy and markets. He believes that the market is ahead of the Fed and that inflation will not come down as quickly as people think due to demogra

#147 Andreas Steno On Why The Resurgence In Inflation Could Mean Another Rate Hike From The Fed

Feb 27th, 2024 33m 15s

Andreas Steno, founder of Steno Research, discusses the resurgence of inflation and its impact on the global economy, and his contrarian take that the next move from the Federal Reserve could be a rate hike. In this episode, Steno highlights

#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets

Feb 22nd, 2024 35m 16s

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for