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 ...
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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
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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
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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
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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
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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
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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
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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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#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%
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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…
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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage
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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 su…
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#163 Professor Scott Galloway: We're Turning Into Something That's Not Very American
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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 welco…
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#162 Keith Fitz-Gerald, Investor Who Nailed 2023 Market Rally, Says The Fed Doesn’t Matter — Investing In Optimism Does
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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 th…
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#161 Michael Howell On Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, Gold, The US Dollar
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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 cy…
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#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation
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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 …
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#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
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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 implicati…
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#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
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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 th…
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#157 Dr. Gary Shilling On The Hidden Flaws In The Economy
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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 rec…
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#156 Tom McClellan On Why The Recession Is Still Coming And Why The Second Half Of 2024 Could Be Unpleasant For Stocks
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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 fam…
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#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
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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 pre…
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#154 Dr. Art Laffer: We Are In The Middle Of A Massive Redistribution Revolution And It's Destroying Growth
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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 be…
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#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
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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 fact…
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#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History
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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…
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#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom
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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 p…
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#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
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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 delevera…
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#149 Jeff Snider: We're Still On The Same Path To Recession
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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 rea…
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#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot
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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 in…
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#147 Andreas Steno On Why The Resurgence In Inflation Could Mean Another Rate Hike From The Fed
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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…
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#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets
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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 reflatio…
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#145 David Woo, Analyst Who Nailed The 2016 And 2020 Elections, Sees Huge Headwind For The Economy Ahead Of The 2024 Vote
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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 …
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#144 David Rosenberg: Recessionary Forces Are Building And The Economy Is Weaker Than The Narrative Suggests
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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 …
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#143: Danielle DiMartino Booth On The Jobs Market, The Economy, And Why The Recession Already Started
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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 an…
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#142 Dr. Burton Malkiel On 'A Random Walk Down Wall Street,' The Best Way To Invest, And What You're Getting Wrong About 'Efficient Markets'
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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 …
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#141 Marc Faber On Interest Rates, Inflation, And 'QE Infinity'
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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 i…
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#140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later
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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. Posi…
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#139 'Dr. Doom' Nouriel Roubini On The 10 Megathreats That Could Destroy Our Economy
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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 scena…
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#138 Peter Mallouk, CEO of $245B Creative Planning: 'It’s Hard To Be Anything But Optimistic Over The Long Run'
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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 d…
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#137 Professor Campbell Harvey, The Inventor Of The Most Famous Recession Indicator — The Inverted Yield Curve — Sees Economic Slowdown In 2024
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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 h…
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#136 Professor Jeremy Siegel Shares Outlook For The Economy, Fed Rate Cuts, And The Stock Market
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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 …
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#135 Chris Whalen On Pain In Commercial Real Estate, More Bank Failures, And A Maxi Reset In Home Prices In The Future
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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 c…
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#134 Luke Gromen: A Hard Landing Isn't Going To Come In Stocks. It Will Come In Treasuries
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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 th…
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#133 Jim Bianco On Why The 10-Year Treasury Yield Could Hit 5.5%, Implications For Stock Market, And Concerns About The Bitcoin Spot ETF
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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:…
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#132 Morgan Housel: Save Like A Pessimist And Invest Like An Optimist
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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 w…
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#131 Sallie Krawcheck: Nothing Bad Happens When Women Have More Money
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In this conversation, Julia interviews Sallie Krawcheck, the CEO and founder of Ellevest, about the economy, the role of women in finance, and the retirement crisis. Sallie shares her assessment of the economy and markets, emphasizing the importance of long-term investing and the historical growth of the stock market. She also discusses the signifi…
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#130 Dr. Charles Calomiris On Fiscal Dominance And The Return of Zero-Interest Bank Reserve Requirements
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Dr. Charles Calomiris, Henry Kaufman Professor of Financial Institutions Emeritus at Columbia Business School, joins The Julia La Roche Show to discuss his recent paper, Fiscal Dominance and the Return of Zero-Interest Bank Reserve Requirements. In this episode, Dr. Calomiris examines the state of the economy in the near-term and longer-term, as …
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#129 Fundstrat's Tom Lee, Analyst Who Nailed The 2023 Stock Market Rally, Shares His 2024 Market Outlook
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Tom Lee, Managing Partner and Head of Research at Fundstrat and FS Insight, returns to The Julia La Roche Show to share his market outlook. Lee was among the bullish entering 2023, with a prescient call that the S&P 500 would rise 20% to 4,750 as inflation cooled off. In this episode, Lee shared his 2024 market outlook, noting it’s a year that inve…
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#128: Felix Zulauf: 'Hell Will Break Loose' — The Next Big Crisis In Late 2020s Will Be A Shocker
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Former hedge fund manager Felix Zulauf, who is the founder and CEO of Zulauf Consulting, joined The Julia La Roche Show to share his insights on macroeconomics, geopolitics, and the market. Zulauf Consulting is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices. In this epi…
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#127 Grant Williams: Get Rid Of Certainty — Be Prepared For A Recession And A Soft Landing
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Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 127 for a wide-ranging conversation on macro. The conversation explores the importance of investors being ready for both a recession and a soft landing at the same time in the current economic environment, which is not a…
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#126 Liz Ann Sonders On The 2024 Market Outlook, A Different Investing Environment, And Why You Can’t Rule Out A Recession
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Liz Ann Sonders, Chief Investment Strategist for Charles Schwab, discusses the macro picture, behavior of asset classes, active management, Federal Reserve outlook, interpreting economic data, the yield curve and recession, the bond market vs. equity market, and lessons from the legendary late Marty Zweig. Takeaways * The current economic cycle is …
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#125 Jason Calacanis On American Society And Getting Past The Victim Mentality, Friendship With Elon Musk And Owning The First Tesla Model S, The All-In Podcast And Leaving Millions On The Table
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Angel investor and entrepreneur Jason Calacanis, “The World’s Greatest Moderator” and co-host/Bestie of All-In Podcast, joins Julia La Roche on episode 125 for a wide-ranging discussion. Calacanis, affectionately known as “J-Cal,” is one of the best angel investors in the world, having turned $100,000 into $100,000,000, with early investments in Ub…
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#124 Michael Howell: Rising Liquidity, Monetary Inflation, And Why Gold Could Surge To $3,000
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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 124 to share where we are in the global liquidity cycle and why gold is ready for a breakout moment. Links: Website: http://www.crossbordercapital.com/ Twitter: http…
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#123 Cullen Roche On Inflation, Why The Fed Won't Cut Rates Soon, And Is The S&P 500 Broken?
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Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, returns to The Julia La Roche Show for episode 123. Going into 2023, Cullen’s big call was disinflation, which was a largely correct call. In this episode, Cullen shares his views that it might take a full year for the Federal Reserve to hit the 2% target. Because of that, th…
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#122 Charles Payne On The Bifurcated Economy, Being An Unbreakable Investor, And The Roaring 2020s
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Charles Payne, host of FOX Business Network’s (FBN) Making Money with Charles Payne (weekdays 2-3PM/ET), joined Julia La Roche on episode 122 to discuss his newest book, "Unbreakable Investor." Charles began his career on Wall Street as an analyst at E.F. Hutton in 1985. In 1991, he founded Wall Street Strategies, an independent stock market resear…
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