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Rob Larity

Investment expert providing insights on market trends and investment strategies. He shares his bearish outlook on bonds, cautious stance on equities, and optimism for international and niche small-cap opportunities.

Top 3 podcasts with Rob Larity

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33 snips
Apr 11, 2025 • 54min

Separating Signal From Noise (with Rob!)

Join market expert Rob Larity as he dives into the chaos engulfing the financial world. They dissect the volatile impacts of tariffs and the ongoing U.S.-China trade war. Rob shares insights on how the dollar's weakness and bond yield fluctuations signal instability for investors. The conversation also touches on corporate strategies amid inflationary pressures, revealing a stark contrast between giant companies and struggling small businesses. With historical context, they explore the future of global investment in a deglobalizing landscape.
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Jun 4, 2025 • 1h 27min

Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio

Jacob Shapiro, Director of Research at Bespoke Group, specializes in geopolitical analysis, while Rob Larity, their Chief Investment Officer, focuses on protecting generational wealth. They uncover how geopolitical dynamics are crucial for modern investment strategies. The conversation dives into the impact of U.S.-China relations, the challenges of U.S. fiscal policies, and the importance of integrating scarce assets like Bitcoin. Their insights shed light on the need for adaptability in navigating today's multifaceted investment landscape.
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Jul 4, 2025 • 1h 10min

Our Currency, Your Problem

Rob Larity, an investment expert, shares his insights on market trends and investment strategies. He discusses the impact of interest rate dynamics, highlighting political interference and the role of Jerome Powell. The conversation delves into the Federal Reserve’s mechanics, historical tensions with presidential influences, and the latest outlook on bonds and equities. Larity also expresses cautious optimism for international markets and niche small-cap opportunities amidst current economic uncertainties.

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