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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

00:53:09

#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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00:30:30

#150 Alfonso Peccatiello On The Risk of a Global...

The Julia La Roche Show ·

2024/03/07

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 highlights the ambiguous data and warning signs in the economy, particularly in relation to China's deleveraging process and the spillover ripple effects on other economies. Peccatiello emphasizes the importance of portfolio construction and

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00:37:20

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

The Julia La Roche Show ·

2024/03/05

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 prices and the risks associated with this approach. Jeff also highlights the lurking risks in the commercial real estate market and the Chinese real estate bubble. He provides insights on asset allocation and portfolio construction in this uncertain

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00:28:32

#148 'Convexity Maven' Harley Bassman: The Market Is...

The Julia La Roche Show ·

2024/02/29

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 demographic factors. Bassman also discusses the yield curve and its implications for a recession. He recommends investing in mortgage-backed securities due to their attractive risk-return profile. Finally, Bassman, the "Convexity Maven," explains

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00:33:15

#147 Andreas Steno On Why The Resurgence In Inflation...

The Julia La Roche Show ·

2024/02/27

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 the labor market as a major driver of inflation, with wage pressures increasing due to labor scarcity. Steno suggests that the Federal Reserve may need to hike interest rates instead of cutting them, but acknowledges the political challenges of such a

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00:35:16

#146 Darius Dale: We’re Pivoting To A Reflation Macro...

The Julia La Roche Show ·

2024/02/22

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 episode 146. In this episode, Darius discusses the current market regime and the transition to a reflation regime. He explains the drivers of the reflation regime and the implications for portfolio construction. Dale also discusses the role of the

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00:47:36

#145 David Woo, Analyst Who Nailed The 2016 And 2020...

The Julia La Roche Show ·

2024/02/20

Macro trends blogger and economist David Woo, 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 145 for a wide-ranging conversation on economics and politics. In this episode, Woo shares his macro framework, emphasizing the intersection of economics, politics, and geopolitics and the need to understand their impact on market outcomes. Woo also explores the potential risks and challenges

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01:01:43

#144 David Rosenberg: Recessionary Forces Are...

The Julia La Roche Show ·

2024/02/15

Economist David Rosenberg, founder and president of Rosenberg Research, shares his macroeconomic view of the economy and explains why he’s not throwing in the towel on his recession call. Rosenberg highlights the importance of understanding the business cycle and the impact of interest rates. While many economists have thrown in the towel on their recession calls, Rosenberg remains in the recession camp, pointing out that the economy is weaker than the narrative suggests. He also emphasizes looking

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00:26:28

#143: Danielle DiMartino Booth On The Jobs Market,...

The Julia La Roche Show ·

2024/02/13

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 143. In this episode, Danielle provides an update on the economy, highlighting the challenges faced by the job market and the increase in layoffs. She discusses the impact of the white collar recession and the decline in net worth for high-income individuals. DiMartino Booth also shares her insights on the market performance and the Federal Reserve's

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00:57:09

#142 Dr. Burton Malkiel On 'A Random Walk Down Wall...

The Julia La Roche Show ·

2024/02/08

Dr. Burton Malkiel, author of the influential book, "A Random Walk Down Wall Street," which revolutionized how people approach investing, joined Julia La Roche on episode 142. Link: https://www.amazon.com/Random-Walk-Down-Wall-Street/dp/1324051132 0:00 Intro and welcome Dr. Burton Malkiel 1:30 Writing ‘A Random Walk Down Wall Street’ 4:30 Reaction to ‘A Random Walk’ 5:30 90% of active managers do worse than the index 8:14 Investing in the first index fund, and its returns 12:48 This

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01:02:47

#141 Marc Faber On Interest Rates, Inflation, And 'QE...

The Julia La Roche Show ·

2024/02/06

Dr. Marc Faber, editor of “The Gloom, Boom and Doom Report," provides a macro view of the global economy and financial markets. He discusses the diverging trends in different countries and the impact on standards of living. Dr. Faber expresses concerns about inflation, interest rates, and the high levels of debt in the US. He recommends investing in gold as a safe asset and highlights the undervalued opportunities in Latin America. Dr. Faber emphasizes the importance of being a contrarian

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00:43:11

#140 DoubleLine Capital's Jeff Sherman On Fed Policy,...

The Julia La Roche Show ·

2024/02/01

Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his outlook for the economy and the markets, inflation, and more. Takeaways The FOMC meeting indicated that interest rate cuts may be on the horizon, but the timing and extent of the cuts are uncertain. Positive real yields in the bond market offer attractive investment opportunities, especially compared to the volatility of the equity market. The

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00:59:56

#139 'Dr. Doom' Nouriel Roubini On The 10 Megathreats...

The Julia La Roche Show ·

2024/01/30

Nouriel Roubini, Professor Emeritus of Economics at New York University's Stern School of Business, returns to The Julia La Roche Show for a wide-ranging discussion on economics. Roubini, known as "Dr. Doom" due to his tendency to make pessimistic predictions, shared his near-term macro outlook for 2024, pointing out that a hard or no landing scenario looks unlikely, and a soft or soft-ish landing is the most likely probability. Elsewhere, Roubini gave an update on the

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00:26:27

#138 Peter Mallouk, CEO of $245B Creative Planning:...

The Julia La Roche Show ·

2024/01/25

Peter Mallouk, CEO and President of Creative Planning, a $245 billion RIA, shares his macroeconomic view, emphasizing long-term optimism due to low unemployment, emerging markets, and technological innovation. He advises investors to focus on the long run and not be swayed by short-term risks. Mallouk discusses the potential for rate cuts, the US debt situation, and his skepticism towards cryptocurrencies and gold as investments. He recommends a diversified portfolio focusing on equity-oriented

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00:53:44

#137 Professor Campbell Harvey, The Inventor Of The...

The Julia La Roche Show ·

2024/01/23

Professor Campbell Harvey, professor of finance at the Fuqua School of Business at Duke University and the inventor of the most famous recession indicator — the inverted yield curve — joins The Julia La Roche Show for a wide-ranging conversation on the economy, the Federal Reserve, and the yield curve. In this episode, Professor Harvey highlights how the Federal Reserve made things worse in 2023 with its unnecessary rate hikes. According to Professor Harvey, we’re fortunate if the economy delivers

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00:46:35

#136 Professor Jeremy Siegel Shares Outlook For The...

The Julia La Roche Show ·

2024/01/18

Famed economist Professor Jeremy Siegel, professor of finance emeritus at Wharton, discusses the macroeconomic overview, his outlook for the Fed’s interest rate policy, the probability of a recession, the stock market outlook, and owning stocks for the long run. Timestamps 00:00 Introduction 01:12 Macro overview 04:50 Probability of a soft landing is over 50% 06:09 3 reasons to lower interest rates 10:24 Commercial Real Estate and banks 13:07 Expectations for the Fed, how fast will the

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00:36:59

#135 Chris Whalen On Pain In Commercial Real Estate,...

The Julia La Roche Show ·

2024/01/16

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, including an impending maxi reset in home prices and the potential for more bank failures. He also highlights the “silent crisis” in commercial real estate and the potential increase in bank failures. Whalen shares his insights on the earnings of big banks and media

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00:42:25

#134 Luke Gromen: A Hard Landing Isn't Going To Come...

The Julia La Roche Show ·

2024/01/11

Luke Gromen, founder of FFTT, joins The Julia La Roche Show to discuss the macro picture and the sovereign debt bubble that’s bursting in the U.S. In this episode, Gromen makes a case that he thinks this is the year where the consensus realizes the Federal Reserve as a “shadow third mandate,” which is the Treasury market functioning. He explains the concept of fiscal dominance and its implications for the economy, including higher inflation and a weaker dollar. Gromen predicts that there will not

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00:49:04

#133 Jim Bianco On Why The 10-Year Treasury Yield...

The Julia La Roche Show ·

2024/01/09

Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his prediction for 5.5% on the 10-year Treasury yield impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF. Links: BiancoResearch.com BiancoAdvisors.com twitter.com/BiancoResearch Timestamps 00:00 Introduction and macro outlook 03:07 Call for 5.5% 10-year Treasury and impact on the stock market 6:12 The pathway to 5.5% 8:08 The Fed's

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00:54:34

#132 Morgan Housel: Save Like A Pessimist And Invest...

The Julia La Roche Show ·

2024/01/04

Bestselling author Morgan Housel, partner at The Collaborative Fund and first-ever guest on The Julia La Roche Show returns for episode 132 to discuss his newest New York Times Bestseller Same As Ever: A Guide to What Never Changes. Morgan’s first book The Psychology of Money has sold over four million copies and been translated into 50 languages worldwide. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York

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332 results

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