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PODCAST

The Julia La Roche Show

Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the show

business investing

All Episodes

00:38:55

#170 Bob Elliott: The Biggest Risk For Equity...

The Julia La Roche Show ·

2024/05/16

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 expansion, where people are spending out of their income, leading to sustainable growth. However, this income dominance is creating challenges for the

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00:31:45

#169 Carol Roth: The Stagflationary Economy Is Making...

The Julia La Roche Show ·

2024/05/14

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: https://www.carolroth.com/nothing/ Follow Carol Roth on Twitter: https://twitter.com/caroljsroth Timestamps: 0:00 Intro and welcome Carol

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01:21:31

#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s...

The Julia La Roche Show ·

2024/05/09

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 Timestamps: 0:00 Intro and welcome 1:36 Macro view and the Fed’s no-win situation 2:45 Revisiting financial history 4:20 The U.S. has become the economic

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00:21:47

#167 Michael Pento: If Rates Don't Come Down Across...

The Julia La Roche Show ·

2024/05/07

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 growth and the possibility of a negative quarter in the second half of the year. He believes that the Federal Reserve will be forced to lower interest

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00:38:42

#166 Nancy Davis: 'Whatever They Say, The Opposite...

The Julia La Roche Show ·

2024/05/02

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 for investors, as many people do not have inflation-protected bonds or exposure to the rates market in their core bond portfolios. Nancy notes that

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00:37:28

#165 Jim Bianco On Stickier Inflation, A 10-20%...

The Julia La Roche Show ·

2024/04/30

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 economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to

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00:33:39

#164 Chris Whalen On Higher Interest Rates,...

The Julia La Roche Show ·

2024/04/25

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 the dichotomy between the consumer side, which is doing relatively well, and the commercial side, which is suffering due to low interest rates and illiquidity. Whalen predicts that interest rates will rise, leading to a preference for income-focused investments

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00:51:04

#163 Professor Scott Galloway: We're Turning Into...

The Julia La Roche Show ·

2024/04/23

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 Wealth book: https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024 0:00 Intro and welcome Scott Galloway 1:04 Macro picture of the economy 3:03 Prosperity is not evenly distributed generationally 5:32 The Algebra of Wealth 7:30 Don’t

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00:31:03

#162 Keith Fitz-Gerald, Investor Who Nailed 2023...

The Julia La Roche Show ·

2024/04/18

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 than trying to be right at specific moments in time. He emphasizes the importance of focusing on companies that have great demand for their products and services and can change consumer behavior. Keith also discusses the role of the Fed and the importance of

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00:35:22

#161 Michael Howell On Global Liquidity, A Re-entry...

The Julia La Roche Show ·

2024/04/16

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 the economy. He explains that liquidity is a key driver of asset prices and that the current liquidity cycle is pushing asset prices higher. Howell argues that the focus on interest rates and policy rates is misplaced, and that the long-term rate and

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00:43:42

#160 Bill Fleckenstein: The Fed Is Trapped And Unable...

The Julia La Roche Show ·

2024/04/11

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 to the creation of two huge bubbles and misallocated capital. Fleckenstein also highlights the power of the passive bid in distorting the market and the importance of understanding its effects. He believes that the stock market has become a lagging

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00:32:49

#159 Lyn Alden On Fiscal Dominance Macro Backdrop,...

The Julia La Roche Show ·

2024/04/09

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 performance gaps between sectors, which are influenced by fiscal and monetary policies. She discusses the implications of fiscal dominance and the challenges it poses for the Fed's tools to control inflation. Alden also shares her insights on asset markets,

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00:34:35

#158 Larry McDonald: We’re Entering A Sustained...

The Julia La Roche Show ·

2024/04/04

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 Reshaped Economy.”According to McDonald, we’re in the financial equivalent of the “Fourth Turning,” where the macro regime has shifted from a disinflationary, austerity-driven world to a new era of sustained inflation and increased demand for hard assets. As

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00:38:19

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

The Julia La Roche Show ·

2024/04/02

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 discusses the current economic picture, including the possibility of a soft landing and signs of a potential recession. He highlights the narrowing focus of the stock market and the amount of speculation in certain areas. Dr. Schilling also discusses the labor

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00:45:54

#156 Tom McClellan On Why The Recession Is Still...

The Julia La Roche Show ·

2024/03/27

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 charts, from the message crude oil prices send stocks to the Presidential Cycle Pattern and, of course, the famed McClellan Oscillator. Tom explains why a recession is still coming. He also explains why the second half of 2024 could be an unpleasant time for

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00:34:07

#155 Meredith Whitney On The 'Bifurcated' Economy And...

The Julia La Roche Show ·

2024/03/26

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” because higher-earning households are driving consumer spending. Whitney also explores the housing market and predicts a supply glut that will lead to a decline in home prices, making it more affordable for younger generations. She delves into the demographic

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01:04:40

#154 Dr. Art Laffer: We Are In The Middle Of A...

The Julia La Roche Show ·

2024/03/21

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 of Supply Economics," he is famous for developing the Laffer Curve, a representation of the relationship between tax rates and tax revenue that was foundational to supply-side economics. Dr. Laffer served as a member of President Reagan's

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00:36:13

#153 Amy Nixon On Inflation Running Hot And Pivoting...

The Julia La Roche Show ·

2024/03/19

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 presents. She highlights the combination of tight monetary policy and loose fiscal policy as a significant factor in the economy. Amy shares her experience of adapting her forecasts and expectations based on changing market conditions. She also discusses the

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00:47:01

#152 Brian Hirschmann: This Is Probably The Most...

The Julia La Roche Show ·

2024/03/13

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 history and that three bubbles—stocks, real estate, and global bonds—could all burst. Hirschmann also makes the case that we'll likely see more persistent inflation in the future, given the massive deficits and debt burden. He argues that the price of

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00:53:09

#151 Whitney Tilson On The Mistake Of Predicting Doom...

The Julia La Roche Show ·

2024/03/12

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 macro picture and the importance of not betting against America. In this conversation, Whitney shares stock picks, reflects on missed opportunities, and discusses the importance of letting winners run. He also talks about closing his hedge fund, lessons

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331 results

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