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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

00:58:36

#091 Peter Atwater On The Troubling Disconnect...

The Julia La Roche Show ·

2023/08/01

On episode 91, Julia La Roche is joined by Peter Atwater, an adjunct professor of economics at William & Mary, and author of "The Confidence Map: Charting a Path from Chaos to Clarity". Atwater explains how confidence is the real "invisible hand" in our economy, markets, and everyday lives. He also shares his concern about the divergent economy, where billionaire confidence is soaring while a large population feels left behind, not only in the US but also in other countries

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00:56:03

#090 Jens Nordvig On How AI Is Changing Investing...

The Julia La Roche Show ·

2023/07/27

Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors. Links Twitter: https://twitter.com/jnordvig Substack: https://moneyinsideout.exantedata.com/ Market Reader: https://marketreader.com/ Exante Data: https://www.exantedata.com/ 0:00 Intro 0:55 Macro picture 1:57 A turning point in

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01:02:29

#089 Jim Bianco On Why Inflation Will Be Problematic...

The Julia La Roche Show ·

2023/07/25

Macro researcher Jim Bianco (@BiancoResearch), the president of Bianco Research, joins Julia La Roche again for a wide-ranging conversation on the macroeconomic environment. In this episode, Bianco shares why he thinks we've seen a bottoming in inflation and that it will start to creep back up. He also explained why he doesn't see the Fed pivoting because the inflation rate is likely to be problematic. Elsewhere, Bianco explains why he's not necessarily in the recession camp. 0:00

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01:16:11

#088 Dr. Ed Altman: We’ve Reached An Inflection Point...

The Julia La Roche Show ·

2023/07/20

Dr. Edward I. Altman, Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University, joins Julia La Roche on episode 88 for an in-depth discussion on where we are in the credit cycle and the global phenomenon of zombie companies. Dr. Altman is a renowned professor and researcher for his bankruptcy prediction and credit risk analysis work. Dr. Altman earned his MBA and Ph.D. in Finance from the University of California, Los Angeles. He has been with NYU Stern

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00:45:35

#087 Jason Trennert: If You're Playing The Odds...

The Julia La Roche Show ·

2023/07/18

Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. 0:00 Intro 1:06 Quite cautious on the markets/economy 2:40 Chances are good that you’re going to get a recession 4:33 The

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00:52:10

#086 The Acid Capitalist Hugh Hendry On The Economy:...

The Julia La Roche Show ·

2023/07/13

The Acid Capitalist Hugh Hendry (@Hendry_Hugh) joins Julia La Roche again for an unfiltered conversation on macro, markets, Bitcoin, the Fed, and more. Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks. These days, Hendry is a luxury hotelier on St. Barts, where he spends his time

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00:46:11

#085 Kyle Bass On China: 'We Sit At A Hinge In...

The Julia La Roche Show ·

2023/07/11

Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macro, geopolitics, and the rising threat of China. 0:00 Intro 0:35 ‘Out of body experience’ meeting with former central bankers, academics 3:30 Fed is ‘completely out of touch with reality’ 5:30 This has nothing to do with the Phillips Curve 6:58 Chain-weighting

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00:59:23

#084 Michael Green On Passive Investing Creating...

The Julia La Roche Show ·

2023/07/06

Michael Green (@profplum99), Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 84 for a wide-ranging conversation on the economy and market. In this episode, Mike Green breaks down some of the implications of systematic and passive investment strategies and how they lead to the current market phenomena. Michael has been noted for his work as a market theoretician and financial media participant. He is a graduate of the University of Pennsylvania

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00:57:56

#083 Nassim Taleb And Scott Patterson On Black Swans...

The Julia La Roche Show ·

2023/06/29

Nassim Nicholas Taleb (@nntaleb), the author of “The Black Swan” and “Antifragile," joins episode 83 of The Julia La Roche show alongside veteran Wall Street Journal reporter Scott Patterson (@pattersonscott), author of “Chaos Kings: How Wall Street Traders Make Billions In the New Age of Crisis.” “Chaos Kings,” which features Taleb, recounts the story of Universa Investments, a Miami-based investment firm specializing in risk mitigation, deploying a tail-risk hedging strategy to limit losses

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00:56:57

#082 David Hunter On Melt Up In Stocks, Global Bust,...

The Julia La Roche Show ·

2023/06/27

David Hunter (@DaveHcontrarian), Chief Macro Strategist at Contrarian Macro Advisors, joins Julia La Roche on episode 83 to discuss his forecast for the market and economy. Hunter, who’s been in markets for 50 years, is calling for the end of a 41-year bull market. He expects the market will continue to melt up, forecasting the S&P peak at 6,000 to 7,000 before a global bust. He’s also bullish on gold, calling for $3,000 by the end of the year. He also made a case for why gold could soar to

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00:36:04

#081 Professor Steve Hanke Sees Decline In Inflation,...

The Julia La Roche Show ·

2023/06/15

Steve H. Hanke (@Steve_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. Two years ago, using the quantity theory of money — which links asset prices, economic activity and inflation to changes in the money supply—Professor Hanke accurately predicted that inflation would be

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00:58:56

#080 Nick Glinsman: Investors Beware China

The Julia La Roche Show ·

2023/06/08

Macro investor Nicholas Glinsman (@nglinsman), co-founder of Malmgren Glinsman Partners, joins Julia La Roche on episode 80 for a wide-ranging discussion on China. In this episode, Glinsman highlights the risks investors and corporate decision-makers face with their investments in China, including the inability to get money out of the country. Link to Malmgren-Glinsman Partners Daily Ahead of the Heard and Malmgren Institutional Research: https://d5d0c2-2.myshopify.com/ Read Harald Malmgren

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01:02:18

#079 Brent Johnson, Creator Of ‘The Dollar Milkshake...

The Julia La Roche Show ·

2023/05/30

Brent Johnson (@SantiagoAuFund), the CEO of Puerto Rico-based wealth management firm Santiago Capital and the creator of the Dollar Milkshake Theory, returns to the podcast for episode 79. Brent, who believes we’re heading for a currency crisis, is the creator of The Dollar Milkshake Theory, a framework he developed to explain how a sovereign debt and currency crisis might play out. He explained how the world was flooded with liquidity thanks to extraordinary monetary policies following the Global

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01:15:30

#078 Guy Spier On How Lunch With Warren Buffett...

The Julia La Roche Show ·

2023/05/25

Zurich-based author and investor Guy Spier (@GSpier), the founder and CEO of Aquamarine Capital, joins Julia La Roche one episode 78. In 2008, Guy and his friend Monish Pabrai bid just over $650,000 for a charity lunch with Warren Buffett. That meal with the Oracle of Omaha was a transformative experience for Guy, which he wrote about in his book, “The Education of a Value Investor,” which has sold more than 40,000 copies and has also been translated into Hebrew, German, Japanese, Korean, Polish,

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01:39:50

#077 Harold Bradley On The Danger ETFs Pose To The...

The Julia La Roche Show ·

2023/05/23

Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs) have distorted the role of equities markets in capital formation while posing systemic risks. Bradley has broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds. His experience also encompasses investments in farmland, metals and mining, futures

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01:10:18

#076 Herb Greenberg On The 'Golden Era' Of Business...

The Julia La Roche Show ·

2023/05/16

Herb Greenberg (@HerbGreenberg) is the editor of the Empire Financial Daily e-letter, Herb Greenberg's QUANT-X System, and Empire Real Wealth. Previously, he was the co-founder of Pacific Square Research and Greenberg Meritz Research & Analytics – both independent, short-biased investment research firms. Greenberg spent more than 40 years as a financial journalist at some of the country's leading newspapers, websites, and broadcast media, where he covered almost every industry. He served

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01:32:46

#075 Mike Maloney Sees An Economic Storm ‘Far Larger...

The Julia La Roche Show ·

2023/05/11

Mike Maloney (@mike_maloney), author of Guide To Investing In Gold And Silver and founder and CEO of GoldSilver.com, joins Julia La Roche on episode 75 to discuss his newest book and latest warning that an economic storm is coming that will dwarf the 2008 global financial crisis and why we could see the unleashing of a massive bull market in gold and silver. You can buy Mike’s newest book, The Great Gold And Silver Rush Of The 21st Century here:

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00:56:52

#074 Bob Elliott: The Regional Banking Crisis Is A...

The Julia La Roche Show ·

2023/05/05

Bob Elliott (@BobEUnlimited), 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 74 for a deep dive into macro, the regional banking crisis, inflation dynamics, and more. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and created

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00:32:06

#073 Chris Whalen On First Republic Collapse And Why...

The Julia La Roche Show ·

2023/05/02

Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia La Roche on episode 73 to discuss the failure of First Republic Bank, the Federal Reserve’s role in the spate of bank failures, and why we should expect more failures ahead. In this episode, Whalen outlines why thee will be a repricing across the banking industries as banks have to raise deposit rates to get closer to T-bills, but many banks can’t do

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01:01:41

#072 Christopher Zook: A Recession Is Coming And It’s...

The Julia La Roche Show ·

2023/05/02

Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia La Roche on episode 72 for a wide-ranging macroeconomic discussion. In this episode, Zook shares that a recession is coming, and it’s “going to be deeper and probably longer than people think.” He adds that we’ll have a “manufactured recession,” where inflation is running so hot that the Federal Reserve has to raise rates fast to slow down inflation,

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332 results

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