The Julia La Roche Show
By Julia La Roche
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Category: Investing
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Subscribers: 38
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Episodes: 317
Description
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 about the guest, never the host. She speaks less and listens more. She always does her homework.
| Episode | Date |
|---|---|
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#316 Melody Wright, Who Drove 10,000 Miles Across America Observing Housing Conditions, Warns Why We Could See a 38% Correction In Home Prices
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Dec 12, 2025 |
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#315 Danielle DiMartino Booth Calls Out Fed Powell's Lies In Open Letter To The FOMC - 'Somebody Needed to Say Bullshit, And I Said Bullshit'
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Dec 11, 2025 |
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#314 Chris Whalen: The Case For Kevin Hassett For Fed Chair, No Crisis On Horizon & Why Rate Cuts Are Coming
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Dec 06, 2025 |
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#313 Hugh Hendry On Preparing For The Dawn Of Chaos
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Dec 05, 2025 |
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#312 Dr. Mark Thornton: America's On-Ramp to Hyperinflation and Why It's Still Early in the Bull Market for Gold & Silver
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Dec 02, 2025 |
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#311 Steve Hanke: Money Supply Acceleration Could Reignite Asset Bubbles and Inflation
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Nov 26, 2025 |
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#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks
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Nov 24, 2025 |
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#309 Chris Whalen Warns of Year-End Liquidity Crunch
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Nov 22, 2025 |
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#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold
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Nov 20, 2025 |
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#307 Brian Hirschmann: Gold to Double From Here In Next Crisis, Most Dangerous Time in Financial History
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Nov 18, 2025 |
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#306 Chris Whalen: Markets Running Out of Buyers, Fed Flying Blind & Setting Up for 2018-Style Repo Crisis
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Nov 15, 2025 |
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#305 James Lavish: The TGA — The Most Important Macro Concept Right Now That Most People Are Missing
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Nov 13, 2025 |
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#304 Ed Dowd: We're Already in a Recession, "One More Pump Then It's Over" for Stocks, Oil to $30, China Facing Crisis, Deflation Scare, & Gold to $10K by 2030
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Nov 10, 2025 |
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#303 Chris Whalen: Stocks Running Out of Buyers, NYC's Future Under Mamdani & The Case for Gold
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Nov 09, 2025 |
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#302 Whitney Tilson: The Hedge Fund Manager Who Ran Against Mamdani on the "Trojan Horse" Mayor, Why NYC Will Thrive Anyway, Riding This Bull Market & His Top Stock Picks and "Stinky Six" to Avoid
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Nov 06, 2025 |
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#301 Dr. Gary Shilling: Labor Markets Weakening, Recession Concerns & Why Markets May Wake Up Soon
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Nov 01, 2025 |
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#300 Danielle DiMartino Booth: "Something Else Is Going On" at the Fed - December Rate Cut in Doubt Despite Weakening Labor Data and Worker Struggles
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Oct 30, 2025 |
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#299 Michael Pento: Market Warning on Three Record Bubbles, Why the Fed Can't Save Us & Why He's Net Long (For Now)
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Oct 28, 2025 |
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#298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory
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Oct 23, 2025 |
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#297 Jim Bianco: Markets at All-Time Highs - So Why Is the Fed Cutting Rates?
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Oct 21, 2025 |
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#296 David Woo on the Macro Trade Everyone's Missing: What the US-China Trade War Is Really About
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Oct 18, 2025 |
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#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream
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Oct 16, 2025 |
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#294 Tommy Thornton: "I Definitely Think We're at a Blow-Off Top" — Market Extremes and What's Next
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Oct 14, 2025 |
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#293 Danielle DiMartino Booth: Fed Quietly Reclassified $300B In Loans With No Comment - Is This Systemic?
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Oct 09, 2025 |
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#292 Chris Whalen: Gold Over $5,000 Next Year, Americans Still Uncomfortable Admitting Dollar Weakness, And Why Fed Will Monetize Debt Through Financial Repression
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Oct 04, 2025 |
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#291 Henrik Zeberg: Everything Bubble Bust Coming After Final Blow-Off Top
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Oct 02, 2025 |
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#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge
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Sep 25, 2025 |
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#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top
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Sep 23, 2025 |
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#288 Chris Whalen: Fed Caused Housing Emergency, Rate Cuts Won't Fix It
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Sep 20, 2025 |
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#287 Danielle DiMartino Booth: The Fed Chose Independence Over The Economy Even As A Double-Dip Recession Unfolds
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Sep 19, 2025 |
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#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar
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Sep 09, 2025 |
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#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities
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Sep 06, 2025 |
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#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008
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Aug 28, 2025 |
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#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential,
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Aug 26, 2025 |
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#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake
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Aug 22, 2025 |
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#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007
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Aug 15, 2025 |
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#280 Chris Whalen On Why The Fed Won't Be Cutting Rates In September
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Aug 13, 2025 |
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#279 Marc Faber: The Asset Price Illusion Will Eventually Collapse
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Aug 08, 2025 |
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#278 Anna Wong: What If We Are In A Recession And People Haven't Noticed Yet?
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Aug 05, 2025 |
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#277 Danielle DiMartino Booth: What the historic Fed dissent really exposed about Powell's leadership crisis and why Trump's relentless pressure campaign could trigger an Armageddon scenario
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Jul 31, 2025 |
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#276 Bill Fleckenstein: We've Gone Past The Point Of No Return, Only An Epic Crisis Can Fix
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Jul 24, 2025 |
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#275 Nick Maggiulli On 'The Wealth Ladder' And Why Being A Millionaire Isn't Special Anymore
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Jul 22, 2025 |
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#274 Henrik Zeberg: Markets Approaching Historic Blow-Off Top Before Major Crash
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Jul 15, 2025 |
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#273 Larry McDonald: 'Liz Truss Moment' for America - Bond Panic Coming, Buy Hard Assets
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Jul 10, 2025 |
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#272 Chris Whalen: Fed 'Clearly Late,' Big Beautiful Bill Drives Inflation - America Needs 'Milei Moment
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Jul 08, 2025 |
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#271 Meredith Whitney: Main Street Is Heading Into Another Recession While Markets Hit Highs
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Jul 03, 2025 |
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#270 David Rosenberg: Nobody Sees the Recession Coming - But It's Already Here
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Jul 01, 2025 |
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#269 Luke Gromen: The Fiscal Situation Is Completely Cooked - Powell Faces Impossible Choice, Get Out of Government Bonds Into Hard Assets
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Jun 27, 2025 |
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#268 Michael Pento: The Grand Reconciliation Coming - Credit, Stock, and Real Estate Bubbles Will Burst
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Jun 25, 2025 |
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#267 Danielle DiMartino Booth & George Goncalves: Fed Is 'Behind the Curve' as We're Already in Recession and There's More Than One Economy in America
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Jun 19, 2025 |
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#266 Rick Rule: '10 Years of Reckoning' Ahead - Why Gold Could Hit $10,000
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Jun 17, 2025 |
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#265 Steve Hanke: Regime Uncertainty, 80% Recession Probability & How To Fix Monetary Policy
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Jun 12, 2025 |
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#264 Chris Whalen: No Fed Cuts Coming, Silent Subprime Crisis Brewing & Why Gold Still Wins
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Jun 10, 2025 |
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#263 Lawrence Lepard: Get Ready for The Big Print, The Fall Of Fiat Currency, And The Rise Of Sound Money
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Jun 03, 2025 |
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#262 George Noble: We're In A Regime Shift — End of US Dominance And Now Is The Time For Gold And Foreign Markets
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May 30, 2025 |
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#261 Mel Mattison: "We're Just Beginning to Inflate" a Massive Asset Bubble - S&P 7000, Bitcoin $150K, Gold $3500
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May 28, 2025 |
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#260 David Woo: Stock Market Making "Huge Mistake" On Trade War - Next 6 Weeks Are Going To Be Scarier
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May 24, 2025 |
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#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons
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May 20, 2025 |
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#258 Chris Whalen: No Recession, Tariffs Just 'a Distraction,' Why Stocks Rise & Gold Is 'a Great Trad
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May 15, 2025 |
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#257 Dr. Edward Altman: We're Entering The 'Stressed' Zone In The Credit Cycle, Why Bankruptcies Last Year Exceeded Financial Crisis Levels, And And Why Defaults Lead Recessions
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May 13, 2025 |
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#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red
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May 08, 2025 |
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#255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets
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May 06, 2025 |
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#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum
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May 03, 2025 |
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#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'
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May 01, 2025 |
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#252 Melody Wright: The U.S. Housing Market Is In A Massive Bubble
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Apr 29, 2025 |
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#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already?
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Apr 24, 2025 |
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#250 Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next
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Apr 22, 2025 |
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#249 Dr. Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries
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Apr 19, 2025 |
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#248 Larry McDonald on America's Market Wake-Up Call
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Apr 17, 2025 |
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#247 Chris Whalen: Tariffs Are a Distraction - The Real Story Is America's Retreat from Global Currency Dominance
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Apr 05, 2025 |
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#246 Jim Rickards on MAGANOMICS: Tariffs Are America's Comeback Plan, Gold Party Just Getting Started, And The Time Bomb Nobody Sees Coming
|
Apr 01, 2025 |
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#245 Axel Merk: Axel Merk: How Trump's Trade Policies Could Disrupt Global Financial Plumbing
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Mar 25, 2025 |
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#244 Peter Boockvar: Three Major Market Shifts Creating Recession Risk
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Mar 21, 2025 |
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#243 Jim Bianco: The Status Quo Cannot Hold - Major Economic Realignment Underway
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Mar 18, 2025 |
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#242 Lynette Zang: 'We're at the End of the Dollar's Life Cycle' - Gold's Fundamental Value of $40,000+ and Coming Hyperinflationary Depression?
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Mar 13, 2025 |
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#241 Chris Whalen: No Recession This Year, Fed 'Playing Chicken' With Trump, No 'Big Selloff' Expected Without External Event
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Mar 11, 2025 |
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#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades
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Mar 06, 2025 |
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#239 Jeff Snider: The 'Recovery' Was Artificial - We Never Left the Last Recession
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Mar 04, 2025 |
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#238 Larry McDonald: Why Trump Needs a Recession to Fix the Economy
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Mar 02, 2025 |
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#237 Dr. Judy Shelton: We're at a Monetary Crossroads, It's Time to Audit the Fed, and Demand Sound Money
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Feb 28, 2025 |
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#236 Bob Elliott: 'Curb Your Enthusiasm' as Negative Growth Surprise Ahead
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Feb 24, 2025 |
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#235 Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected
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Feb 20, 2025 |
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#234 Bill Fleckenstein: 'Doing Less Rather Than More' as Markets Enter Honeymoon Period | Gold's Strange Strength, Government Waste, and the Passive Bid Risk
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Feb 18, 2025 |
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#233 Michael Pento: The Great Asset Bubble Reckoning is Coming, Why We Could See A 50% Correction
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Feb 14, 2025 |
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#232 Ed Dowd: Why The Next Recession Is Different — The Coming Economic Reset in 2025
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Feb 06, 2025 |
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#231 Chris Whalen: Fed 'Playing Chicken' with Liquidity as High Debt Levels Persist, Balance Sheet Shrinks
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Feb 04, 2025 |
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#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut
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Jan 30, 2025 |
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#229 David Woo: DeepSeek's Massive Macro Implications, Trump 2.0 Challenges, and Top Trade Ideas
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Jan 28, 2025 |
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#228 Steve Hanke: 'It's Going To Be A Year Of Investing Dangerously' — Bubble Detector At Highest Levels
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Jan 23, 2025 |
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#227 Ted Oakley: Almost Everybody is Complacent Right Now
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Jan 21, 2025 |
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#226 Rick Rule: Rick Rule: "I Am Cautious" - Holding Cash For The Coming Squeeze
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Jan 16, 2025 |
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#225 Marc Faber: "They Will Print Money Like There Is No Tomorrow" - Debt Spiral Risk, The Trump Top, Why Asset Inflation Is Ending | The Gloom, Boom & Doom Report
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Jan 14, 2025 |
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#224 George Goncalves: The 2025 'Balancing Act' — Different Starting Points From Trump 1.0, Take Medicine Early or Keep Spending & What Could Break Markets
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Jan 09, 2025 |
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#223 Chris Whalen: If Trump Doesn't Attack The Fiscal Issue Head On, He Could Be Lame Duck | 2025 Outlook
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Jan 07, 2025 |
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#222 Luke Gromen: 'Devalue The Dollar First' | Why DOGE Without Dollar Weakening Would Be 'Catastrophic
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Dec 24, 2024 |
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#221 Danielle DiMartino Booth: Fed Has 'Frayed Nerves,' Jobs Data 'Statistically Impossible' & How A Recession Could Get 'Pinned' On Trump
|
Dec 19, 2024 |
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#220 Felix Zulauf: Sailing In Dangerous Waters — US Stocks Are In A Bubble And Here's What Could Break It
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Dec 17, 2024 |
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#219 Campbell Harvey: End of Boom-Bust Cycle? | Will Yield Curve Show First False Signal?
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Dec 12, 2024 |
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#218 James Lavish: The Debt Is Unsustainable, All Roads Lead to Inflation, And Why I'm Bullish On Bitcoin
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Dec 10, 2024 |
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#217 Anthony Scaramucci: If I'm Right, Bitcoin Will Be Worth 10X From Where It Is Today
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Dec 05, 2024 |
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#216 Chris Whalen: If Trump Administration Gets Serious About Deficit, Rates Will Fall Without Fed
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Dec 03, 2024 |
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#215 Jim Rogers: Market Party Will End in Crisis | Why He's Not Shorting 'Yet'
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Nov 28, 2024 |
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#214 Peter Grandich: America's Living Beyond Its Means Will End In 'Debt Implosion'
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Nov 26, 2024 |
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#213 Epsilon Theory's Ben Hunt: Markets Have Entered 'What The F*ck Animal Spirits' Post-Election — Why It's Time To 'Take Some Chips Off The Table'
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Nov 21, 2024 |
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#212 Michael Howell: Markets Are 'Front Running Liquidity' and Will Get 'Sandpapered to Death' by Bond Yields
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Nov 19, 2024 |
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#211 Charlie Gasparino: Trump Put A Big Nail In The Coffin Of Woke
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Nov 14, 2024 |
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#210 Jim Rickards: Weakness, Recession in 6-9 Months, But a Very Strong Economy in 2-4 Years
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Nov 12, 2024 |
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#209 Danielle DiMartino Booth On The Fed And Powell's Future, Why The U.S. Economy Is Already In Recession, And What's Really Happening In The Labor Market
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Nov 09, 2024 |
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#208 Chris Whalen: It's a Funny Time In Markets With No Clear Direction
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Nov 05, 2024 |
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#207 Dr. Gary Shilling On The Odds Of A Recession, Hidden Flaws In The Economy, And The 'Debt Bomb' Coming In The U.S.
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Nov 02, 2024 |
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#206 Grant Williams: Confusion, Division, & Loss of Trust — How And Why The Investment World Has Changed
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Oct 29, 2024 |
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#205 Jim Bianco: On Why The Market Is Signaling The Fed's Rate Cuts Are A Mistake, What's Really Going On In The Labor Market, And Why Inflation Is Here To Stay
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Oct 25, 2024 |
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#204 David Woo: 'So Many Things Can Go Wrong' — The Market Is Too Complacent Right Now About The Risk Of Israel-Iran War. Buy Your Investment Protection Before The Election.
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Oct 22, 2024 |
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#203 "It Reminds Me Most of 2007" — David Rosenberg on Market Bubbles and Economic Illusions
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Oct 17, 2024 |
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#202 Steve Hanke: A Recession Is Still On The Way — What the Money Supply Tells Us About The Economy
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Oct 15, 2024 |
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#201 Eric Basmajian On What's Really Going On With The Economy Right Now
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Oct 10, 2024 |
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#200 Chris Whalen: The Fed 'Jumped The Shark' With Its Rate Cut
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Oct 08, 2024 |
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#199 Josh Brown: You Weren't Supposed To See That
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Oct 01, 2024 |
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#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can"
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Sep 26, 2024 |
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#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles
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Sep 24, 2024 |
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#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade'
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Sep 17, 2024 |
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#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation
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Sep 10, 2024 |
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#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America
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Sep 03, 2024 |
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#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now
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Aug 29, 2024 |
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#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy
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Aug 27, 2024 |
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#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'
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Aug 15, 2024 |
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#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction
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Aug 13, 2024 |
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#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity
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Aug 08, 2024 |
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#188 Chris Whalen On The Difficult Economic Environment Ahead
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Aug 06, 2024 |
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#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy
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Jul 30, 2024 |
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#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
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Jul 23, 2024 |
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#185 Jim Rickards: We're Probably Already In A Civil War
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Jul 20, 2024 |
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#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way
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Jul 18, 2024 |
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#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump
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Jul 15, 2024 |
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#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation
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Jul 11, 2024 |
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#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year
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Jul 09, 2024 |
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#180 Andrew Wilkinson On Going From A Barista To A Billionaire, Building Tiny 'The Berkshire Hathaway' Of Tech, And Life Lessons From Warren Buffett, Charlie Munger, And Bill Ackman
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Jul 02, 2024 |
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#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead
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Jun 27, 2024 |
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#178 Peter Boockvar: The Is The Most Mixed And Uneven Economy That I’ve Ever Seen And It Feels More Like A 1.5% GDP Growth Rate Economy Rather Than 3%
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Jun 25, 2024 |
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#177 Mike Green: Passive Investing Has Turned The Market On Autopilot
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Jun 18, 2024 |
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#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
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Jun 13, 2024 |
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#175 Chris Whalen: 'We're Hiding A Lot' — Why Commercial Could Be The Next Source Of The Financial Crisis In This Country
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Jun 11, 2024 |
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#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You
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Jun 06, 2024 |
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#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market
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Jun 04, 2024 |
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#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes
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May 23, 2024 |
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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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May 21, 2024 |
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#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong
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May 16, 2024 |
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#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence
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May 14, 2024 |
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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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May 09, 2024 |
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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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May 07, 2024 |
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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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May 02, 2024 |
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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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Apr 30, 2024 |
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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage
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Apr 25, 2024 |
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#163 Professor Scott Galloway: We're Turning Into Something That's Not Very American
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Apr 23, 2024 |
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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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Apr 18, 2024 |
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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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Apr 16, 2024 |
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#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation
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Apr 11, 2024 |
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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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Apr 09, 2024 |
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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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Apr 04, 2024 |
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#157 Dr. Gary Shilling On The Hidden Flaws In The Economy
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Apr 02, 2024 |
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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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Mar 27, 2024 |
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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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Mar 26, 2024 |
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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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Mar 21, 2024 |
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#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
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Mar 19, 2024 |
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#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History
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Mar 13, 2024 |
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#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom
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Mar 12, 2024 |
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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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Mar 07, 2024 |
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#149 Jeff Snider: We're Still On The Same Path To Recession
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Mar 05, 2024 |
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#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot
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Feb 29, 2024 |
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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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Feb 27, 2024 |
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#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets
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Feb 22, 2024 |
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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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Feb 20, 2024 |
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#144 David Rosenberg: Recessionary Forces Are Building And The Economy Is Weaker Than The Narrative Suggests
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Feb 15, 2024 |
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#143: Danielle DiMartino Booth On The Jobs Market, The Economy, And Why The Recession Already Started
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Feb 13, 2024 |
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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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Feb 08, 2024 |
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#141 Marc Faber On Interest Rates, Inflation, And 'QE Infinity'
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Feb 06, 2024 |
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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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Feb 01, 2024 |
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#139 'Dr. Doom' Nouriel Roubini On The 10 Megathreats That Could Destroy Our Economy
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Jan 30, 2024 |
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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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Jan 25, 2024 |
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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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Jan 23, 2024 |
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#136 Professor Jeremy Siegel Shares Outlook For The Economy, Fed Rate Cuts, And The Stock Market
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Jan 18, 2024 |
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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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Jan 16, 2024 |
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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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Jan 11, 2024 |
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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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Jan 09, 2024 |
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#132 Morgan Housel: Save Like A Pessimist And Invest Like An Optimist
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Jan 04, 2024 |
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#131 Sallie Krawcheck: Nothing Bad Happens When Women Have More Money
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Dec 28, 2023 |
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#130 Dr. Charles Calomiris On Fiscal Dominance And The Return of Zero-Interest Bank Reserve Requirements
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Dec 26, 2023 |
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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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Dec 22, 2023 |
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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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Dec 19, 2023 |
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#127 Grant Williams: Get Rid Of Certainty — Be Prepared For A Recession And A Soft Landing
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Dec 14, 2023 |
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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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Dec 12, 2023 |
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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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Dec 07, 2023 |
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#124 Michael Howell: Rising Liquidity, Monetary Inflation, And Why Gold Could Surge To $3,000
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Dec 05, 2023 |
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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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Dec 01, 2023 |
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#122 Charles Payne On The Bifurcated Economy, Being An Unbreakable Investor, And The Roaring 2020s
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Nov 28, 2023 |
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#121 Raoul Pal: Get Ready For ‘Macro Summer’ — Falling Rates, Falling Inflation, And Growth Picking Up
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Nov 21, 2023 |
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#120 Dr. Gary Shilling On Recession Risk, Inflation, Rate Cuts, And Bonds
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Nov 16, 2023 |
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#119 Michael Kao: The Four Horsemen Of Economic Resilience, And Why We Haven't Seen A Hard Landing (Yet)
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Nov 14, 2023 |
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#118 Jim Rogers: A Recession Is Not Here Today, But I Can See It Coming
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Nov 09, 2023 |
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#117 Ted Oakley On Staying Rich With A Balanced Portfolio
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Nov 07, 2023 |
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#116 Lyn Alden On Broken Money, Higher Inflation, Gold, And Bitcoin
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Nov 02, 2023 |
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#115 Dr. Lacy Hunt On The Impending Recession
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Oct 31, 2023 |
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#114 Bob Elliott On Why It's Time For A 10% Gold Allocation
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Oct 26, 2023 |
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#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy
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Oct 24, 2023 |
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#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate
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Oct 19, 2023 |
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#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
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Oct 17, 2023 |
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#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over
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Oct 12, 2023 |
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#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'
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Oct 10, 2023 |
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#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession
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Oct 05, 2023 |
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#107 Claudia Sahm: The Economy Is At An Inflection Point
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Oct 03, 2023 |
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#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
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Sep 28, 2023 |
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#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
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Sep 26, 2023 |
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#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
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Sep 21, 2023 |
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#103 Matt Higgins: The Only Way Out Is A Reckoning
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Sep 19, 2023 |
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#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
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Sep 14, 2023 |
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#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
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Sep 12, 2023 |
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#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
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Sep 07, 2023 |
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#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
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Aug 29, 2023 |
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#098 Rick Rule: 'Potent And Very Ugly Cocktail' In A Rising Interest Rate Environment
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Aug 24, 2023 |
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#097 Peter Borish: My Concern Is More Than A Recession
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Aug 22, 2023 |
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#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
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Aug 17, 2023 |
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#095 Carol Roth: You Will Own Nothing
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Aug 15, 2023 |
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#094 Todd Gordon: Why We're Not Headed Toward Recession
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Aug 10, 2023 |
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#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
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Aug 08, 2023 |
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#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
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Aug 03, 2023 |
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#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
|
Aug 01, 2023 |
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#090 Jens Nordvig On How AI Is Changing Investing Forever
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Jul 27, 2023 |
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#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
|
Jul 25, 2023 |
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#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
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Jul 20, 2023 |
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#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
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Jul 18, 2023 |
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#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
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Jul 13, 2023 |
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#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
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Jul 11, 2023 |
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#084 Michael Green On Passive Investing Creating Distortions In The Market Right Now
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Jul 06, 2023 |
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#083 Nassim Taleb And Scott Patterson On Black Swans And Chaos Kings
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Jun 29, 2023 |
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#082 David Hunter On Melt Up In Stocks, Global Bust, And Gold $20,000 Forecast
|
Jun 27, 2023 |
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#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way
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Jun 15, 2023 |
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#080 Nick Glinsman: Investors Beware China
|
Jun 08, 2023 |
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#079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis
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May 30, 2023 |
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#078 Guy Spier On How Lunch With Warren Buffett Changed His Life
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May 25, 2023 |
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#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
|
May 23, 2023 |
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#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
|
May 16, 2023 |
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#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
|
May 11, 2023 |
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#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
|
May 05, 2023 |
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#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
|
May 02, 2023 |
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#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
|
May 02, 2023 |
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#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
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Apr 27, 2023 |
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#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
|
Apr 24, 2023 |
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#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
|
Apr 18, 2023 |
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#068 Ray Dalio On Where We Are In The Changing World Order
|
Apr 11, 2023 |
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#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
|
Apr 04, 2023 |
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#066 Bethany McLean On The Rise Of Legal Fraud
|
Mar 31, 2023 |
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#065 Mark Yusko: We Are On The Precipice Of The Global Financial Crisis II
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Mar 28, 2023 |
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#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
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Mar 23, 2023 |
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#063 Jonathan Boyar On Finding Value During Uncertain Times
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Mar 21, 2023 |
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#062 Jim Rickards: ‘Are You Kidding Me? This Is The Biggest Bailout In History’
|
Mar 16, 2023 |
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#061 Willem Middelkoop On SVB Collapse, The Big Reset, And The Financial Endgame
|
Mar 13, 2023 |
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#060 Tom Lee On Why Stocks Are Already In A New Uptrend
|
Mar 09, 2023 |
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#059 Larry McDonald: We've Permanently Come Into A New Higher Interest Rate Regime And Trillions Are Currently Misallocated
|
Mar 02, 2023 |
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#058 'Lunatic Farmer' Joel Salatin On The Only System That Can Ultimately Feed The World
|
Feb 28, 2023 |
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#057 Milton Berg: How To Spot ‘Turning Points’ In The Markets
|
Feb 23, 2023 |
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#056 Sam Burns On Being More Bullish On Equities In At Least A Year
|
Feb 21, 2023 |
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#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
|
Feb 17, 2023 |
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#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
|
Feb 15, 2023 |
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#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
|
Feb 07, 2023 |
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#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
|
Feb 03, 2023 |
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#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
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Jan 31, 2023 |
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#050 Cullen Roche On Macro Outlook And Housing Risks
|
Jan 26, 2023 |
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#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
|
Jan 24, 2023 |
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#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
|
Jan 19, 2023 |
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#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
|
Jan 17, 2023 |
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#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
|
Jan 13, 2023 |
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#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
|
Jan 10, 2023 |
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#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
|
Jan 05, 2023 |
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#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
|
Dec 29, 2022 |
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#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
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Dec 27, 2022 |
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#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
|
Dec 22, 2022 |
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#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023
|
Dec 20, 2022 |
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#039 Stephanie Link On The Fed, Markets, And Working With Jim Cramer
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Dec 15, 2022 |
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#038 ‘Art & Equity’ With Blythe Masters, Brett Redfearn, Elizabeth Von Habsburg, and Carlos Domingo
|
Dec 13, 2022 |
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#037 Axel Merk On The Fed's Sledgehammer Approach To The Economy
|
Dec 08, 2022 |
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#036 Jim Rickards: We're Looking At A Global Recession
|
Dec 06, 2022 |
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#035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios
|
Dec 01, 2022 |
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#034 Carson Block On Latest Shorts And The 'Mass Investing Delusion' Of ESG
|
Nov 29, 2022 |
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#033 Jan Van Eck On Why Now Is The Time To Buy Bonds
|
Nov 22, 2022 |
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#032 Scott Galloway: It's Never Been Easier To Become A Billionaire, But It’s Never Been Harder To Become A Millionaire
|
Nov 17, 2022 |
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#031 Danielle DiMartino Booth On Recession, Housing, And Killing The Fed Put
|
Nov 16, 2022 |
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#030 Vitaliy Katsenelson On The 'Dot-Com Bubble 2.0' Ushering In 'A Value Investor's Paradise'
|
Nov 10, 2022 |
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#029 Steve Case On Peak Silicon Valley And The Rise Of The Rest
|
Nov 08, 2022 |
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#028 Dr. Nomi Prins On How The Fed Created A ‘Permanent Distortion’
|
Nov 03, 2022 |
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#027 Rick Rule: The Damage Will Be Severe But Survivable
|
Nov 01, 2022 |
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#026 Brent Donnelly On Why It’s Starting To Feel Like 2001
|
Oct 27, 2022 |
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#025 Alex Gurevich On Why Deflation — Not Inflation — Is The Real Concern
|
Oct 25, 2022 |
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#024 "Convexity Maven" Harley Bassman On Repricing For Reality
|
Oct 20, 2022 |
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#023 Nick Maggiulli On Why You Should ‘Just Keep Buying’
|
Oct 18, 2022 |
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#022 Brent Johnson On The "Dollar Milkshake" Theory And Why A Currency Crisis Is Ahead
|
Oct 13, 2022 |
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#021 Jim Rickards: We're Going To Wake Up This Winter With A Severe Recession
|
Oct 11, 2022 |
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#020 Josh Brown: You Weren’t Supposed To See That
|
Oct 06, 2022 |
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#019 Marty Chavez On How Software Ate Finance
|
Oct 04, 2022 |
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#018 David Friedberg On Reimagining The World Through Decentralization
|
Sep 29, 2022 |
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#017 Jim Rogers: The Next Bear Market Will Be 'The Worst In My Lifetime'
|
Sep 27, 2022 |
|
#016 Marc Benioff On The New Era For Business
|
Sep 23, 2022 |
|
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
|
Sep 20, 2022 |
|
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
|
Sep 15, 2022 |
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#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
|
Sep 13, 2022 |
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#012 Jim Bianco: This Is The New Normal. Get Used To It.
|
Sep 08, 2022 |
|
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
|
Sep 06, 2022 |
|
#010 Kyle Bass On Energy, China, Inflation, And More
|
Sep 01, 2022 |
|
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
|
Aug 31, 2022 |
|
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
|
Aug 25, 2022 |
|
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
|
Aug 23, 2022 |
|
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
|
Aug 18, 2022 |
|
#005 Hugh Hendry on Why We’re Already in the 4th Depression
|
Aug 16, 2022 |
|
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
|
Aug 11, 2022 |
|
#003 David Cote on Winning Now, Winning Later
|
Aug 09, 2022 |
|
#002 Bill Browder on Surviving Putin's Wrath
|
Aug 09, 2022 |
|
#001 Morgan Housel on The Psychology of Money
|
Aug 09, 2022 |
|
Trailer | The Julia La Roche Show
|
Aug 07, 2022 |