John Lodra
Lead partner at New Harbor Financial who focuses on macro, fixed income, and valuation analysis and frequently presents chart-driven market outlooks and risk-management guidance.
Best podcasts with John Lodra
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13 snips
Nov 2, 2025 • 59min
Is The Stock Market Now The Most Overvalued It's Ever Been? | New Harbor
In a deep dive on market dynamics, John Lodra and Mike Preston of New Harbor Financial discuss the implications of high valuation levels amid potential Fed rate cuts. John highlights stress signals in credit markets and the rarity of current conditions. Mike shares insights on the risks of liquidity concentration in mega-cap tech and evaluates portfolio strategies. They also tackle whether the recent pullback in gold is a temporary lull or a trend change, offering tactical hedging advice for uncertain times.
Sep 25, 2025 • 1h 11min
Overvalued Bull Markets Like Now "Do Not End Well" | New Harbor Financial
Join John Lodra and Mike Preston, lead partners at New Harbor Financial, as they dive into the current market's nosebleed valuations amidst Fed rate cuts. They debate whether to ride the momentum wave or play it safe by reducing risk. The duo identifies key indicators of potential market changes and reflects on today's tech-driven speculation echoing the 2000 bubble. Additionally, they share practical strategies for managing gains in precious metals, along with crucial year-end financial moves every investor should consider.
