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Articles by Julia La Roche
$184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5-3% By Year-End And A Recession On The Way on Apple Podcasts
Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 81 for a wide-ranging conversation on the economy.
The Julia La Roche Show: #127 Grant Williams: Get Rid Of Certainty — Be Prepared For A Recession And A Soft Landing on Apple Podcasts
Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 127 for a wide-ranging conversation on macro. The conversation explores the importance of investors being ready for both a recession and a soft landing at the same time in the current economic environment, which is not an easy thing for investors to do. Grant makes a case that the biggest sea change is it’s now time to play defense in the market.
44 memorable Charlie Munger quotes about life and markets
Charlie Munger, vice chairman of Berkshire Hathaway (BRK-A, BRK-B) and a legend of the investing world, died on Nov. 28 at the age of 99. To commemorate Munger's monumental legacy, we’ve compiled some of our favorite Charlie quotes: On life: “I think life is a whole series of opportunity costs. You know, you got to marry the best person who is convenient to find who will have you.
Charlie Munger, Warren Buffett's longtime investing partner, dies at 99
Legendary investor and polymath Charlie Munger, Berkshire Hathaway's vice chairman and Warren Buffett's right-hand man and friend of nearly six decades, died on Tuesday in California, the company announced. He was 99. Together, Buffett and Munger built Berkshire Hathaway (BRK-A, BRK-B) into one of the most successful and long-lasting business partnerships that enthralled millions worldwide.
The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over on Apple Podcasts
Marc Chandler, chief market strategist at Bannockburn Global Forex and author of the blog Marc To Market, joins Julia La Roche on episode 110. Chandler, who has three decades of experience in capital markets and foreign exchange, argues that the dollar trending higher since the end of the Great Financial Crisis is coming to an end. "It seems to me in the stock market, you need a new opinion, like every week or every two weeks, but the currency markets just trend for a long time.
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes on Apple Podcasts
Billionaire investor Bill Ackman (@BillAckman), CEO of Pershing Square Capital, joins Julia La Roche in episode 100 for an exclusive and wide-ranging conversation. In this episode, Ackman revisits the various eras of his investing career, from his first stock purchase as a Harvard Business School student to his bet against MBIA and his activist stake in Wendy’s. He also discusses his transition to a “quieter” phase of activist investing and his foray into tech investing with Alphabet.
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street on Apple Podcasts
On episode 91, Julia La Roche is joined by Peter Atwater, an adjunct professor of economics at William & Mary, and author of "The Confidence Map: Charting a Path from Chaos to Clarity". Atwater explains how confidence is the real "invisible hand" in our economy, markets, and everyday lives. He also shares his concern about the divergent economy, where billionaire confidence is soaring while a large population feels left behind, not only in the US but also in other countries.
#090 Jens Nordvig On How AI Is Changing Investing Forever on Apple Podcasts
Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors.
The Julia La Roche Show: #088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle on Apple Podcasts
Dr. Edward I. Altman, Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University, joins Julia La Roche on episode 88 for an in-depth discussion on where we are in the credit cycle and the global phenomenon of zombie companies. Dr. Altman is a renowned professor and researcher for his bankruptcy prediction and credit risk analysis work. Dr. Altman earned his MBA and Ph.D. in Finance from the University of California, Los Angeles.
'I'm Fearful' on Apple Podcasts
The Acid Capitalist Hugh Hendry (@Hendry_Hugh) joins Julia La Roche again for an unfiltered conversation on macro, markets, Bitcoin, the Fed, and more. Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks.
'We Sit At A Hinge In History Right Now' on Apple Podcasts
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macro, geopolitics, and the rising threat of China.
The Julia La Roche Show: #084 Michael Green On Passive Investing Creating Distortions In The Market Right Now on Apple Podcasts
Michael Green (@profplum99), Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 84 for a wide-ranging conversation on the economy and market. In this episode, Mike Green breaks down some of the implications of systematic and passive investment strategies and how they lead to the current market phenomena. Michael has been noted for his work as a market theoretician and financial media participant.
Nassim Taleb & Scott Paterson On Black Swans And Chaos Kings on Apple Podcasts
Nassim Nicholas Taleb (@nntaleb), the author of “The Black Swan” and “Antifragile," joins episode 83 of The Julia La Roche show alongside veteran Wall Street Journal reporter Scott Patterson (@pattersonscott), author of “Chaos Kings: How Wall Street Traders Make Billions In the New Age of Crisis.” “Chaos Kings,” which features Taleb, recounts the story of Universa Investments, a Miami-based investment firm specializing in risk mitigation, deploying a tail-risk hedging strategy to limit losses...
#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way on Apple Podcasts
Steve H. Hanke (@Steve_Hanke), professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 81 for a wide-ranging conversation on the economy.
The Berkshire Beat: June 9, 2023
Happy Friday and welcome to our new subscribers! The latest news and notes out of Omaha… Berkshire Hathaway stock continues to climb higher and higher. Both its Class A and Class B shares hit new 52-week highs yesterday — and now trail the S&P 500 benchmark index by just 3-3.5% year to date. This tortoise is starting to catch up. Nothing new on the Occidental Petroleum front.
The Julia La Roche Show: #079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis on Apple Podcasts
Brent Johnson (@SantiagoAuFund), the CEO of Puerto Rico-based wealth management firm Santiago Capital and the creator of the Dollar Milkshake Theory, returns to the podcast for episode 79. Brent, who believes we’re heading for a currency crisis, is the creator of The Dollar Milkshake Theory, a framework he developed to explain how a sovereign debt and currency crisis might play out.
#078 Guy Spier On How Lunch With Warren Buffett Changed His Life on Apple Podcasts
Zurich-based author and investor Guy Spier (@GSpier), the founder and CEO of Aquamarine Capital, joins Julia La Roche one episode 78. In 2008, Guy and his friend Monish Pabrai bid just over $650,000 for a charity lunch with Warren Buffett.
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market on Apple Podcasts
Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs) have distorted the role of equities markets in capital formation while posing systemic risks. Bradley has broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds.
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism on Apple Podcasts
Herb Greenberg (@HerbGreenberg) is the editor of the Empire Financial Daily e-letter, Herb Greenberg's QUANT-X System, and Empire Real Wealth. Previously, he was the co-founder of Pacific Square Research and Greenberg Meritz Research & Analytics – both independent, short-biased investment research firms. Greenberg spent more than 40 years as a financial journalist at some of the country's leading newspapers, websites, and broadcast media, where he covered almost every industry.
The Regional Banking Crisis Is A Policy Problem on Apple Podcasts
Bob Elliott (@BobEUnlimited), cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity, joins Julia La Roche on episode 74 for a deep dive into macro, the regional banking crisis, inflation dynamics, and more.
A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think on Apple Podcasts
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia La Roche on episode 72 for a wide-ranging macroeconomic discussion.
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail on Apple Podcasts
Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia La Roche on episode 73 to discuss the failure of First Republic Bank, the Federal Reserve’s role in the spate of bank failures, and why we should expect more failures ahead.
Omeed Malik On The Rise Of A New Economy In Response To ESG on Apple Podcasts
Omeed Malik (@RealOmeedMalik), founder and CEO of Farvahar Partners, a boutique merchant bank and broker/dealer which invests partner capital into growth businesses and acts as a liquidity provider of private placements on behalf of companies and institutional investors, joins Julia La Roche on episode 71 to share what he sees as an emerging parallel economy in the U.S. that’s in stark contrast to ESG. Omeed is the chairman and CEO of a SPAC called Colombier Acquisition Corp.
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room' on Apple Podcasts
Long-time macro investor Axel Merk (@AxelMerk), Chief Investment Officer of and founder of Merk Investments, returns to the pod for episode 70 and a wide-ranging conversation on monetary policy, the economy, the banking crisis, problems plaguing commercial real estate, the U.S. Dollar, gold and more. In this episode, Merk points out how the economy is a mess.
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead on Apple Podcasts
Joseph Wang (@fedguy12), the CIO of Monetary Macro and a former senior trader on the Open Markets Desk, joins Julia La Roche on episode 69 for a wide-ranging conversation on the monetary system, macro economy, and recent banking panic. Wang is also the author of Central Banking 101, which is now an Amazon best-seller, and operates Fedguy.com, a blog on developments in the financial markets.
#068 Ray Dalio On Where We Are In The Changing World Order on Apple Podcasts
Ray Dalio, the founder of Bridgewater Associates, joins Julia La Roche on episode 68 to discuss where we are in the changing world order, the macroeconomic outlook, and the rising tensions between the U.S. and China.
Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario on Apple Podcasts
Jeff Snider (@JeffSnider_AIP) is an expert on the global monetary system, specifically the Eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and the economy. His podcast Eurodollar University aims to educate the public on the evolution, nature, and nuances of the Eurodollar system and true monetary principles.
#066 Bethany McLean On The Rise Of Legal Fraud on Apple Podcasts
Bethany McLean (@bethanymac12), author and journalist, joins Julia La Roche on episode 66 to revisit some notorious corporate failures and discuss fraud. Bethany is the author of The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron and All the Devils Are Here: The Hidden History of the Financial Crisis. She has also written two mini books, Shaky Ground: The Strange Saga of the US Mortgage Giants and Saudi America: The Truth About Fracking and How It's Changing the World.
#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS on Apple Podcasts
Ken Shinoda, portfolio manager at DoubleLine Capital, joins Julia La Roche on episode 64 to provide his macro outlook and views on housing. He also shares one of his highest conviction ideas right now. Ken joined DoubleLine at its inception in 2009. He is Chairman of the Structured Products Committee and oversees the non-Agency RMBS team specializing in non-Agency mortgage-backed securities, residential whole loans, and other mortgage-related opportunities.
#061 Willem Middelkoop On SVB Collapse, The Big Reset, And The Financial Endgame on Apple Podcasts
Willem Middelkoop (@wmiddelkoop), founder of the Commodity Discovery Fund and author of “The Big Reset: The War on Gold and the Financial Endgame,” joins Julia La Roche on episode 61. In this episode, Willem shares his reaction to the Silicon Valley Bank collapse and the actions by the Federal Reserve, FDIC, and the Treasury.
#060 Tom Lee On Why Stocks Are Already In A New Uptrend on Apple Podcasts
Tom Lee (@fundstrat), managing partner and head of research at Fundstrat and FS Insight, joins Julia La Roche on episode 60 to discuss macro and markets. In this episode, Tom makes a case that the markets bottomed in October 2022, and stocks have already been in an uptrend. He also shares what he thinks the bears are getting wrong. With nearly 30 years of macro markets and equity research experience, Lee is one of Wall Street's most widely recognized and followed macro strategists.
We've Permanently Come Into A New Higher Interest Rate Regime And Trillions Are Currently Misallocated on Apple Podcasts
Larry McDonald (@convertbond), author of the New York Times bestseller “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers,” and founder of The Bear Traps Report, a weekly independent macro research platform focusing on global political and systemic risk with actionable trade ideas, joined Julia La Roche on episode 59. In this episode, Larry explains that trillions of dollars are currently misallocated.
#058 'Lunatic Farmer' Joel Salatin On The Only System That Can Ultimately Feed The World on Apple Podcasts
Famed farmer Joel Salatin, the co-owner of Polyface Farm in Swoope, Virginia, joins Julia La Roche on episode 58. Joel, featured in the New York Times bestseller The Omnivore's Dilemma and the award-winning documentary Food Inc., has been called "the most famous farmer in America." He calls himself a "Christian libertarian environmentalist capitalist lunatic farmer." In this episode, Joel shares how his style of regenerative farming is having a cinderella moment.
How To Spot 'Turning Points' In The Markets by The Julia La Roche Show
Milton Berg, CFA (@BergMilton), the CEO and Director of Research of MB Advisors, joined Julia La Roche on episode 57 for a deep dive into his technical analysis, which was taped on February 16. YouTube video: https://youtu.be/x7ms5ildUCQ Berg focuses on "Turning Point Analysis," where he looks for turning point ends of trends.
How To Spot ‘Turning Points’ In The Markets on Apple Podcasts
Milton Berg, CFA (@BergMilton), the CEO and Director of Research of MB Advisors, joined Julia La Roche on episode 57 for a deep dive into his technical analysis, which was taped on February 16. YouTube video: https://youtu.be/x7ms5ildUCQ Berg focuses on "Turning Point Analysis,” where he looks for turning point ends of trends. For example, he called the market bottom on June 16.
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Disinflation For The Short Run, Inflation For The Long Run on Apple Podcasts
James Grant (@grantspub), founder and editor of Grant’s Interest Rate Observer, a leading journal on financial markets since 1983, joins Julia La Roche on episode 55. Jim Grant is also the author of multiple financial history and biography books. His journalism has been featured in Financial Times, The Wall Street Journal, and Foreign Affairs. He has appeared on 60 Minutes, Jim Lehrer’s News Hour, and CBS Evening News.
The easiest way to make a podcast
Create, distribute, host, and monetize your podcast, 100% free.
The easiest way to make a podcast
Create, distribute, host, and monetize your podcast, 100% free.
A Long Way To A Normalized Investing Environment Post ‘Super Bubble’ on Apple Podcasts
Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman Ric Edelman (@ricedelman), one of the most influential people in the financial planning and investment management profession, joins Julia La Roche on episode 49 for a wide-ranging discussion on the economy, markets, retirement, Bitcoin, and more.
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed by The Julia La Roche Show
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, "Capital Wars: The Rise Of Global Liquidity," joins Julia La Roche on episode 54 to provide a deep dive on what is global liquidity, why it matters, and how it drives markets.
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed on Apple Podcasts
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, "Capital Wars: The Rise Of Global Liquidity," joins Julia La Roche on episode 54 to provide a deep dive on what is global liquidity, why it matters, and how it drives markets. Michael points out that liquidity is inflecting upwards and explains what's driving that move and the implications for markets, which are sensitive to these infections.
We're Walking A Very Thin Tightrope Over A Cliff by The Julia La Roche Show
"Reformed" hedge fund manager James Lavish (@jameslavish), the author of The Informationist, joins Julia La Roche on episode 52 for a wide-ranging discussion on macro and a deep dive into the debt problem in the U.S.
We're Walking A Very Thin Tightrope Over A Cliff on Apple Podcasts
"Reformed" hedge fund manager James Lavish (@jameslavish), the author of The Informationist, joins Julia La Roche on episode 52 for a wide-ranging discussion on macro and a deep dive into the debt problem in the U.S. In this episode, Lavish makes a case that the world has changed in a way that the market understands, and that is — we can't go into economic turmoil because we're walking a "very thin tightrope over a cliff" because of the massive amounts of debt in the U.S. Lavish explained...
Peter Boockvar On The 'Death By A Thousand Cuts' Economy on Apple Podcasts
Peter Boockvar (@pboockvar), Chief Investment Officer of Bleakley Financial Group and author of macro newsletter The Boock Report, joins Julia on episode 51 for a wide-ranging conversation on macroeconomics. In this episode, Boockvar makes a case that investors need to get accustomed to a slower rate of growth in this new interest rate environment where rates will stay higher for longer. As Boockvar puts it, it’s a “death by a thousand cuts” economy.
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#050 Cullen Roche On Macro Outlook And Housing Risks on Apple Podcasts
Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, joins Julia La Roche on episode 50 for a wide-ranging discussion of the macro environment and Housing — the risk keeping him up at night. In this episode, Roche raises the point that when it comes to macro research, many economists argue that the U.S. economy is a housing economy, meaning when the housing market slows down a lot, it filters through everything else.
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics Caleb Franzen (@CalebFranzen), senior market analyst at Cubic Analytics, joins Julia La Roche on episode 45 to discuss macro, markets, Bitcoin, and more. A big theme in the conversation centers around the labor market and the Fed.
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