The Julia La Roche Show

Guest Scott Galloway, Professor of Marketing at NYU Stern School of Business, discusses his book 'The Algebra of Wealth' on the podcast. Topics include economic imbalances, wealth building through talent and diversification, challenges faced by the younger generation, free speech on campuses, redefining masculinity, and embracing humility in the face of success and setbacks.

Keith Fitz-Gerald, a macro investor, discusses the importance of investing in optimism and focusing on companies with high demand. He dismisses the need to predict the Fed's actions and emphasizes long-term potential in companies like Apple and Chevron. Keith also explores the impact of AI, historical market patterns, and the role of gold in investment portfolios.

Michael Howell, CEO of CrossBorder Capital, explains the impact of global liquidity on asset prices, warns of a liquidity shortage risk, and suggests investing in gold, cryptocurrencies, and Wall Street companies as hedges against monetary inflation. He emphasizes the importance of long-term rate and liquidity over interest rates and policy rates.

Bill Fleckenstein, President of Fleckenstein Capital, criticizes the Fed's incompetence leading to bubbles. He discusses passive bid distortion, stock market lagging indicator, and Fed's inability to fight inflation. Concerns about national debt, gold, and silver as insurance policies.

Investment researcher Lyn Alden joins Julia La Roche to discuss fiscal dominance, inflation trends, gold's rise indicating fiscal issues, undervalued energy stocks, and Bitcoin potentially hitting six-figures. Insights on sector performance, Fed challenges, and the impact of monetary policies on wealth distribution are also covered.

Larry McDonald, New York Times' bestselling author, talks about transitioning to a sustained inflation regime and the misallocation of trillions in assets. He predicts a potential energy and commodity crisis and recommends adding more commodities to portfolios. The discussion covers Bitcoin, gold, silver, and the importance of diversification in the current economic landscape.

Dr. Gary Shilling, an economist, discusses the current economic landscape, potential recession signs, stock market focus, and speculation. He talks about the labor market, Fed's interest rates, and inflation impact. Dr. Shilling shares investment themes like US dollar and Treasuries, warns of US debt, and risks in commercial real estate. Emphasizes finding hidden flaws for investment decisions.

Tom McClellan, an expert in technical analysis and market indicators, discusses crucial market fundamentals such as liquidity, taxes, and the presidential cycle. He emphasizes the importance of monitoring money availability, predicts recessions using inverted yield curves, correlates crude oil prices with the stock market, and analyzes the impact of tax rates on stock performance. McClellan explains the significance of understanding market indicators for predicting market movements and economic trends, exploring trading strategies, election year impacts, and gold's influence on commodities and Bitcoin prices.

Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the 'bifurcated' US economy driven by higher-earning households. She predicts a housing market decline, making homes more affordable for young buyers. Whitney explores demographic challenges, aging population impact, national debt risks, and the need for a balanced budget.

Dr. Art Laffer discusses the U.S. economy, tax rates, incentives in politics, stimulus spending, redistribution, tariffs, and the lack of economic understanding among economists. He explores the Laffer Curve, private money in the economy, flat tax rates, and critiques the Federal Reserve's monetary policy.