The Julia La Roche Show
Julia La Roche
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.
Episodes
Mentioned books
Mar 19, 2024 • 36min
#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
Housing and economic analyst Amy Nixon discusses pivoting her recession call, the challenges of tight monetary policy and loose fiscal policy, the state of the housing market, and owning a home as an investment. She addresses concerns of millennials, the impact of institutional buyers, and the future of real estate agents, emphasizing the importance of adapting forecasts to changing market conditions.
4 snips
Mar 13, 2024 • 47min
#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History
The podcast explores the presence of bubbles in US equities, real estate, and global bonds, predicting their burst. It discusses investment strategies in mining stocks, the rise of global debt, high inflation risks, and the impact on gold. The analysis compares investing in gold mining companies to physical gold or gold ETFs, and explores the effects of inflation on bonds, equities, real estate, and different asset classes.
15 snips
Mar 12, 2024 • 53min
#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom
Former hedge fund manager Whitney Tilson discusses the strength of the macro picture, importance of not betting against America, stock picks, lessons learned from Charlie Munger, patience in investing, and five calamities that can derail a successful life.
Mar 7, 2024 • 31min
#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
Peccatiello challenges the narrative of a strong US economy. He warns about China's deleveraging impact on global economies. Data is ambiguous, showing mixed signals of slowdown. Portfolio diversification is key to protect purchasing power.
Mar 5, 2024 • 37min
#149 Jeff Snider: We're Still On The Same Path To Recession
Expert Jeff Snider discusses risks in the economy, focusing on Fed's approach to consumer prices and commercial real estate. Highlights include Chinese real estate bubble and asset allocation strategies. Eurodollar system insights provided for navigating uncertain market environment.
Feb 29, 2024 • 29min
#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot
Harley Bassman shares his macro view on the economy, discussing why the market is ahead of the Fed and the impact of demographic factors on inflation. He highlights the yield curve's implications for a recession and recommends investing in mortgage-backed securities. As the 'Convexity Maven,' he explains the importance of convexity in bond investing and explores trade opportunities in bonds.
9 snips
Feb 27, 2024 • 33min
#147 Andreas Steno On Why The Resurgence In Inflation Could Mean Another Rate Hike From The Fed
Andreas Steno discusses inflation resurgence, labor market impact, and contrarian view on Fed rate hike. Talks about challenges in Europe, labor market shifts, and asset market rebound. Highlights implications for markets and portfolio construction amid inflation. Explores global market trends, China's economic challenges, and real estate crisis impact on Western financial system.
6 snips
Feb 22, 2024 • 35min
#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets
In this podcast, Darius Dale talks about the transition to a reflation regime and its implications for markets. He highlights the role of the Federal Reserve and interest rate policy. The discussion covers liquidity, risks, benefits, and the potential for a market correction. Dale also touches on strategies for navigating increased market risk and opportunities in small and mid-cap stocks.
Feb 20, 2024 • 48min
#145 David Woo, Analyst Who Nailed The 2016 And 2020 Elections, Sees Huge Headwind For The Economy Ahead Of The 2024 Vote
Macro trends blogger and economist, David Woo, discusses the intersection of economics, politics, and geopolitics in market outcomes. He predicts economic headwinds ahead of the 2024 US election due to political polarization. Woo shares contrarian investment views and insights on government interventions, defense spending, and public discourse.
5 snips
Feb 15, 2024 • 1h 2min
#144 David Rosenberg: Recessionary Forces Are Building And The Economy Is Weaker Than The Narrative Suggests
Economist David Rosenberg shares his recession call and highlights the weak economy. He discusses the impact of interest rates and divergences in economic indicators. Rosenberg is bullish on bonds and reveals how to make a 20% return. The guest reflects on Bob Farrell's influence and emphasizes diversification in investments.
