The Julia La Roche Show

Neil Howe discusses the Fourth Turning and generational cycles, detailing how historical patterns shape societal changes and political polarization. The conversation delves into trust in institutions, tribal divisions in America, and the dynamics of societal upheaval. They also explore the impact of generational patterns on democracy, community dynamics, self-sufficiency, and investing behaviors during times of crisis.

Economist Tyler Cowen discusses the impact of AI on investing, education, and debt management, highlighting the importance of human connections. He explores the changing economic landscape, immigration policy, and insights on talent recruitment and real estate investments. The conversation also touches on the U.S. psychology, conflicting economic narratives, and speculation on the upcoming election year.

Guest Chris Whalen discusses the economy, Fed worries of recession, election impact. Topics include stress tests, consumer behavior, commercial crisis, Trump's effect on economy, inflation, and rate policy.

Entrepreneur-turned-investor Andrew Wilkinson shares his journey from barista to billionaire, unveiling the highs and lows of wealth. Insights on building a successful business, lessons from Warren Buffett, and the downsides of money. Reflects on community building, meeting Bill Ackman, and the importance of long-term thinking in business. Emphasizes meaningful relationships and the transformative power of philanthropy.

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 179. Links:  PhinanceTechnologies: https://phinancetechnologies.com/ Twitter/X: https://x.com/DowdEdward 00:00 Intro and welcome Ed Dowd   00:46 Macro picture  02:14 On the precipice of a slowdown in the economy 03:15 State of the real economy  04:30 Disconnect in the U.S. stock market, a fast and furious correction 10:17 Preparing for the correction: allocating portion to T-Bills 11:38 Generational opportunity  13:30 Growing debt and deficits  15:45  Need the austerity candidate  16:58 A looming crisis  18:48 UBI and a CBDC  22:25 Gold  24:30 Toxic brew  27:29 Erosion of the middle class 29:00 Inflation  30:40 Rate cut  33:00 Policy error of the Fed 36:20 Real estate  38:00 Immigration  40:13 GDI for average middle class went up under Trump 42:12 Chaos creates opportunity  46:12 Phinance Technologies: Providing Alternative Perspectives on the Market

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and CNBC contributor, discusses the mixed and uneven state of the economy, highlighting trends in housing, consumer spending, and manufacturing. He talks about government spending, the labor market impact, and challenges faced by the Federal Reserve. Boockvar shares his outlook on slower US growth, Asia's economic importance, and investment preferences in commodities and Asian markets.

Mike Green, market expert, shares insights on the impact of passive investing on market dynamics. He discusses the market being on autopilot, the influence of passive flows on large stocks, and the disconnect between markets and fundamentals. Topics include retirement wealth perception, Ponzi funds, and the implications of passive investing on retirement planning.

Economist Jonathan Treussard discusses confusing macro data, market volatility, wealth inequality, AI, and market bubbles. He shares insights on market risks, middle class struggles, and his journey from musician to economist. Treussard also explores changing perceptions of America, opportunities in U.S. higher education, and concerns about CRE and private credit.

Chris Whalen, an investment banker and author, discusses the potential commercial real estate crisis, the US economy, the upcoming presidential election, and the American dream. Topics include the hidden risks in the economy, the Fed's role, debt crisis, inflation, and the evolving concept of the American dream.

Reformed hedge fund manager James Lavish discusses the looming recession, debt spiral, and inflation. He highlights the manipulation of inflation numbers, US deficit crisis, and the need to invest in hard assets. The conversation also covers challenges in the bond market, Fed's response, stagflation, and the importance of owning gold, silver, and Bitcoin in the current economic scenario.