The Julia La Roche Show

Julia La Roche
  • 0.0 (0)
  • Inversiones
  • Dos veces a la semana

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.

  1. hace 1 h

    #386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins

    Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and geopolitics, not traditional monetary or fiscal policy, meaning central banks, interest rates, and economic structures are all subsets of national security objectives. Central bank models are broken because exogenous geopolitical supply shocks (Iran war, Ukraine, COVID) constantly disrupt equilibrium assumptions, and the old playbook of managing demand through one global interest rate no longer works in a fragmenting world with different sectors having different national security priorities. He warns the biggest risk is far more war ahead, specifically predicting Iran war will resume after the midterms because tolls, sanctions, uranium, and Lebanon remain unresolved—Iran is losing leverage as oil flows increase and the world moves on, so it will need to "rock the boat" to regain attention. Interest rates will trend higher due to massive fiscal pressures on defense spending, reshoring, supply chain security, and infrastructure investment, and differential interest rates will emerge where sectors critical to national security borrow cheaper than speculative sectors. He argues the private sector will be tasked with moonshot innovations (like AI and Manhattan Project-style programs) that governments can't afford alone, with government potentially taking stakes in critical companies like OpenAI and Intel. On the Strait of Hormuz, he dismisses markets pricing 45% chance of normalization before October 1 as too optimistic, noting ships run dark, ship-to-ship transfers hide traffic, and geopolitics will escalate after midterms—Hormuz will never fully normalize as countries build alternatives. America will retain primacy going forward but must completely reinvent itself economically and politically, with broader appeal to allies while accepting a world where other powers have their own sphere of influence, and whoever holds office will face the same underlying reality that American power projection equals American living standards. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: https://www.rabobank.com/knowledge/our-experts/011085368/michael-every https://x.com/themichaelevery Timestamps: 0:00 Everything now about geopolitics, not traditional economics 2:00 Michael's background - 30 years, 9 countries, cross-border analyst 5:20 Economic statecraft framework - national power is driving force 6:06 Policymakers getting it, but many still don't understand 8:16 Central bank models don't work, they never did 8:40 Exogenous supply shocks (Iran, Ukraine, COVID) keep breaking models 11:36 One interest rate doesn't work in fragmenting world 15:33 Central banks being cagey about structural changes 19:21 Geography matters - some countries will thrive, others fail 23:20 Rates going higher, not lower for longer 23:29 Massive fiscal pressures on defense, supply chains, infrastructure 26:25 Differential interest rates by sector based on national security priority 27:06 Biggest risk - far more war coming 28:19 Iran war after midterms, not resolved yet 31:59 Defense contractors won't make huge profits - government controls pricing 34:40 AI is about national security, not making money 35:31 Government may need private sector to fund moonshots they can't afford 36:19 Government taking stakes in strategic companies (OpenAI, Intel, Trump) 39:04 Strait of Hormuz assessment 42:59 Iran needs to rock the boat, leverage slipping away 44:19 Kalshi market too optimistic on Hormuz normalization 45:08 Hormuz won't ever fully normalize again 46:04 US still primary power but must reinvent itself 49:15 America can retain primacy but it will look different 50:09 Whoever's in office has to return to same arguments on American power

    51 min

  2. hace 2 días

    #385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree

    Chris Whalen kicks off the July 4th episode of The Wrap by diving into private credit implosion with BDCs turning unprofitable, using the acronym POOP (Principal on Outstanding Principal) to illustrate how debt is being converted to equity because companies can't pay—essentially turning investors into equity holders in insolvent companies. The June jobs report shocked with only 57K payrolls added (far below expectations) while household employment actually fell by 500K, making the data contradictory and unreliable despite the overall labor market still showing relative steadiness in many markets. Housing shows sharp bifurcation: sales above $1 million hit a record high while overall volume is down, revealing that only luxury properties are moving as the broader market softens. Goldman Sachs projects gold could hit $4,900, and Whalen is holding silver as a hedge against dollar debasement and inflation, noting the Chinese are aggressively buying silver in both futures and spot markets. Trump has profited handsomely from his various crypto ventures while most investors in those same ventures have lost significant money—a familiar pattern from Trump's business history. With the US national debt now at $39.35 trillion on America's 250th birthday, Whalen warns the Democratic Party will split between socialists and Republicans, with policies like New York's rent freezing turning cities into slums while hurting mom-and-pop landlords. He recommends watching interest rates, the Fed under Kevin Warsh, and expects another uptick in gold and silver prices after recent selloffs, while cautioning on BDCs and private credit exposure as the distress signals mount. Thank you to today's episode sponsor, The Entropy Trap by Mickey Maini. Order your copy: https://www.amazon.com/Entropy-Trap-Physics-Knows-Markets/dp/B0H1ZP7NZX/ref=sr_1_1   Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira864 Twitter/X: https://twitter.com/rcwhalen     Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 00:00 — Intro and World Cup chat 1:09 Gold rebounds, AI stocks slump 1:38 Private credit - BDCs turning unprofitable 2:40 POOP acronym - Principal on Outstanding Principal, crap debt 4:07 POOP emoji Bloomberg article, Victor Hong invented term 5:54 AI stocks slumping, pressure on private credit portfolios 6:00 Market doesn't like it right now 11:23 June non-farm payrolls - 57K added, much worse than expected 11:44 May/June comparisons all over place, household employment down 500K 12:21 Can't take a lot out of these numbers 13:33 Labor market steady to extent we can rely on statistics 14:12 Housing costs up, Americans work harder to compensate 14:12 Goldman Sachs says gold could hit $4,900 15:31 Chinese aggressive buyers of silver, not changing view 16:06 Gold/silver hedge against dollar and inflation 17:40 US national debt at $39.35 trillion on country's birthday 18:12 Democratic Party gonna get torn in half 18:50 Rise of democratic socialist candidates 19:49 Rent freezing turning NYC into slum, mom and pop landlords hurt 20:17 How much money to live in NYC reasonably? Way more than poverty level 21:45 Trump crypto - Done well, investors lost a lot 23:32 Book - Entropy Trap by Mickey Maini 29:33 90% of mortgage market government insured, no systemic bailout needed 32:43 Silver good play medium to long term as hedge 34:13 Back half of year focused on interest rates 35:13 Watching Fed, Kevin Warsh, uptick in gold/silver coming

    36 min

  3. hace 5 días

    #384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered

    Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets and the economy are telling two completely different stories. While equities keep melting up toward a likely blow-off top, his models show the "quiet hand" of the real economy — labor market deterioration, rising full-time job losses, record credit card delinquencies, and a struggling housing sector — already rolling over into what he calls a structural recession. He walks through his indicator framework, explains why he's not calling an imminent recession yet (two more liquidity and yield signals are needed), and lays out his "Zeberg Solomon Protocol" for when he'd fully rotate out of stocks into bonds. The conversation also covers his contrarian views on inflation (he thinks disinflation, not inflation, is coming), his skepticism on Bitcoin's long-term value despite expecting a short-term bounce, a near-term gold and dollar bounce followed by major dollar strength, and his boldest calls for a year from now — including a bursting AI bubble and Bitcoin below $20,000. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: X: https://x.com/HenrikZeberg Substack: https://henrikzeberg.substack.com/ Book: https://buy.stripe.com/aFacN62DQdYFbZt9APaR201 TEDx: https://youtu.be/DAmoawIOMbs?si=Infb0cLi8YPxdX4H Timestamps: 00:00 – Intro: welcoming back Henrik Zeberg, head macroeconomist at SwissBlock 01:05 – Recap: the rally he called last quarter played out as predicted 01:36 – Stock market hasn't topped, but the real economy is quietly rolling over 03:50 – The split between the "financial economy" and the "real economy" 04:42 – His "structural recession call" — what it means and what's still missing 05:25 – Kalshi's recession odds (10.4%) vs. what Henrik's model is showing 06:25 – Why almost nobody sees a recession coming until it's already here 07:06 – Breaking down GDP: why the consumer (70%) is the real signal to watch 09:58 – Labor market red flags: falling participation, part-time vs. full-time jobs, long-term unemployment 12:33 – The "avalanche" analogy — how a slow buildup becomes a sudden crisis 14:59 – Credit card delinquencies now above 2009 recession levels 16:04 – Why housing is the earliest domino to fall 19:30 – Structural recession call, explained in full — and the two triggers he's waiting on 24:45 – The market's "loud hand": no top yet, more melt-up ahead 27:07 – Risk rotation theory — from mega-caps into small caps and speculative names 29:16 – Why he thinks the inflation narrative is wrong (savings rate argument) 32:57 – Stock vs. flow: the bathtub analogy for inflation vs. price levels 33:28 – What could still push this "blow-off top" rally further 34:32 – His own portfolio moves — how much cash vs. risk he's holding 36:57 – The "Zeberg Solomon Protocol" — his signal for exiting stocks entirely into bonds 39:37 – Bitcoin: why he's bullish on a short-term bounce but bearish long-term 42:23 – Gold outlook tied to a weakening (then re-strengthening) dollar 43:43 – Dollar forecast: DXY to 93–94 short term, then a run toward 120+ 44:56 – One-year-out contrarian calls: AI bubble bursting, Bitcoin under $20K, recession confirmed 47:06 – Where to find Henrik's work 47:25 – Parting thoughts: don't trust a crowded consensus trade

    51 min

  4. 30 jun

    #383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

    Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns spanning 36, 60, 90, 100, 144, and 250 years that he uses to forecast turning points across markets, commodities, and geopolitics. He argues we're broadly tracking the 1920s bull market toward a potential 2029 peak, but warns he's turned more bearish near-term after Friday's data showed smart money leaving US equities, eyeing the third week of July as a major turning point. Pancholi shares striking targets—$183 oil if Middle East conflict escalates, $6,900 gold by March 2027, and a continued bearish view on Bitcoin—while tying current events to historical cycles, including the 36-year anniversary of Saddam's invasion of Kuwait and the US 250-year empire cycle. A commercial Boeing 777 pilot, he closes by connecting aviation's risk management and situational awareness to disciplined trading, emphasizing incremental gains over any "holy grail." Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: x.com/AndrewPancholilinkedin.com/in/andrewpancholi youtube.com/@markettimingreport instagram.com/andrew.pancholi facebook.com/markettimingcyclesanalysis Timestamps: 00:00 – Intro: who is Andrew Pancholi 01:21 – The big picture: mathematical cycles framework 02:00 – The 100-year cycle & path to 20290 2:30 – 90-year geopolitical cycle & polarization 05:29 – Equity markets: top or pullback? 08:21 – Smart money leaving US equities 10:43 – Kalshi prediction markets & 7,800 S&P target 13:15 – Third week of July turning point explained 14:12 – Charts: how the timing system works 20:17 – "You can't time the market" — the pushback 24:39 – The cycles explained: 30, 36, 45, 90, 144, 250 years 27:40 – War & revolution cycles, US civil strife 28:48 – The major war cycle nobody's talking about 31:41 – Oil outlook: $183 target 33:35 – Gold: bearish near-term, $6,900 target 35:12 – Bitcoin outlook 35:48 – The 250-year empire cycle & America's birthday 40:03 – Zero Hour book & cycles that failed 42:28 – From Boeing 777 pilot to cycles analyst 43:51 – COVID pandemic forecasted by the 100-year cycle 46:04 – Risk management lessons from flying 51:35 – Parting thoughts & where to find his work

    57 min

  5. 27 jun

    #382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset

    Chris Whalen joins Julia La Roche on this week's episode of "The Wrap with Chris Whalen" to break down what he calls a "slow motion train wreck" in private credit, where public and private funds alike are getting hammered with redemption requests just as the firms behind them sit on impaired assets like DSCR business-purpose loans. Whalen argues we're living through a replay of 2005 — high tide before the crack — and predicts a housing reset by 2027-2028 ("misery on the eights"), with home prices falling 10-20% and recent borrowers landing underwater. Along the way he covers double-digit inflation driven by energy supply shocks from the Strait of Hormuz, why Chair Warsh can't slow-walk rate hikes, the volatility added by agentic AI trading and ETFs, his long-term bull case for gold and silver, the unwinding of Wall Street's crypto trade, the futility of Mamdani's NYC rent freeze, and viewer questions on inflation measurement and Annaly's common vs. preferred shares.   Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira861 Fred Ramberg interview: https://www.theinstitutionalriskanalyst.com/post/theira860 Signed copy of Seeing Around Corners: https://www.theinstitutionalriskanalyst.com/shop Twitter/X: https://twitter.com/rcwhalen     Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 00:00 — Intro 01:09 — Private credit: the "slow motion train wreck" and redemptions 02:24 — Rates higher-for-longer, double-digit inflation & the Strait of Hormuz 04:02 — The hidden cost of war and inflation as a tax 05:33 — Private credit shops buying insurers & DSCR loans 06:46 — "It's 2005 again" and the road to misery on the eights 07:46 — Signposts: institutional fraud in business-purpose loans 08:45 — What a DSCR loan is vs. a residential mortgage 11:55 — The private credit gates connection 12:32 — Predicting the 2028 housing reset & price declines 14:52 — How rising prices have masked defaults 15:27 — A 10-20% home price reset explained 15:46 — Which markets crack first (Florida, Miami, blue-state Northeast) 17:10 — Mom-and-pop investors and fix-and-flips 17:49 — Advice for homebuyers: stay below the conforming limit 18:42 — AI & semiconductor stock volatility 19:15 — Agentic trading bots and market manipulation 20:35 — Precious metals: gold below 4,000, silver near 57 22:37 — PCE data, sticky inflation & the gold-silver case 23:13 — Crypto falling apart, MicroStrategy & BlackRock selling 24:33 — CME suing over perps (perpetual futures) 25:34 — The NYC rent freeze / Mamdani hot take 26:49 — Viewer mail: changing the definition of inflation 28:20 — Viewer mail: is the debasement trade over? 29:08 — Viewer mail: Annaly common vs. preferred 31:03 — What's ahead next week (plus World Cup talk) 32:46 — Wrap-up

    34 min

  6. 25 jun

    #381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse

    Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious: after 42 years in finance, he believes the time has come to prioritize capital preservation over capital appreciation, especially in U.S. equities. Grandich lays out his bearish case across political, social, and economic lines—warning of a deeply divided Congress that couldn't manage another 2008-style crisis, a likely Democratic House sweep in the midterms that could derail Trump's agenda, runaway federal and state deficits, the looming threat of wealth and unrealized capital gains taxes, and the displacement of jobs by AI and robotics. He explains why he favors Asian equities over American ones, why he's cautiously back in gold (but not a "gold bug"), and why passive investing—once the market's biggest tailwind—could become its biggest risk. Closing with a vivid craps-table metaphor about a market overdue for a "seven," Grandich ultimately pivots to faith and family, reminding viewers that net worth shouldn't be confused with self-worth. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: https://x.com/PeterGrandich https://petergrandich.com/ https://www.amazon.com/Confessions-FORMER-Wall-Street-Whiz/dp/B096LPRYW6 Timestamps: 00:00 — Welcome back & catching up with Peter Grandich 01:06 — Big-picture macro: "live chicken vs. dead duck" 06:28 — Midterms outlook & the political divide 10:54 — Echoes of 1929 and why this time is different 12:00 — State deficits, surcharges & "revenue enhancement" 13:11 — Taxes 17:30 — Congressional & presidential stock trading 20:20 — New Fed Chair Kevin Warsh & rate policy 22:59 — Inflation: is the 2% target dead? 25:07 — Wealth inequality & the jobs picture 28:18 — Allocation strategy: why "cookie cutter" fails 30:40 — Gold 32:00 — Spend less than you make 33:19 — Why look outside the U.S. market 34:00 — Passive investing: the market's biggest risk 38:38 — The craps table metaphor 41:32 — Parting thoughts: faith, family & "what good is it to gain the world?"

    47 min

  7. 23 jun

    #380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year

    Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above 5%. He emphasizes inflation is a choice—all Fed chairs chose it, and Warsh will too despite tough talk, because the alternative is politically unacceptable. He reveals the May deficit surged 30% while interest expense jumped 44%, with annual interest payments now hitting $1.6 trillion and will be $2 trillion by next year. Schiff identifies Japan as a looming harbinger with 250% debt-to-GDP, yields climbing above 4%, and the yen collapsing below 160 with potential for another 30-50% decline. His end game thesis: the US dollar loses reserve currency status, US assets get repriced down, and he's positioning to "have all the chips" at the finish line. Gold's pullback from $5,600 to $4,200 is a "buy the rumor, sell the fact" move, while silver at $65 is headed to $200 and Bitcoin at $64,000 should be sold. GDP growth is an illusion created by faulty deflators that understate inflation; the economy hasn't really expanded, just become more expensive, and stagflationary depression is locked in. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:https://x.com/PeterSchiffhttps://www.youtube.com/@peterschiff Timestamps: 0:00 Intro and welcome Peter Schiff 00:50 Air coming out of bubble 1:16 Markets too complacent on inflation risks 1:45 Warsh has a problem - Hike or no hike, both bad 3:36 Inflation is a choice - All Fed chairs chose it 5:11 Warsh will choose inflation despite tough talk 5:24 Bond market breakdown coming - 10-year to 5%, 30-year to 5.5-6% 7:42 May deficit up 30%, interest expense up 44% 8:13 Interest payments $1.6 trillion/year, will be $2 trillion next year 9:39 Government spending up 50% since COVID, taxes reduced 10:57 Inflation is hidden tax - Government prefers it 11:52 Iran war costs through inflation, not direct taxation 13:49 Wealth tax - Slippery slope, will hit middle class eventually 19:56 Japan crisis - Debt to GDP 250%, yen collapsing below 160 20:29 Japanese bond yields at 4% on 30-year, rising fast 21:45 Japan could sell $1 trillion in US treasuries 24:41 Japan harbinger for US crisis 24:54 Treasury Secretary Paulson says crisis inevitable 27:18 Gold warning sign - Pullback to $4,200 from $5,600 normal 29:24 Silver at $65, headed to $200 32:39 Stock market at highs but economy worse than Biden 36:56 GDP illusion - Deflator too low, just prices not growth 39:48 End game - Dollar won't be reserve currency 40:40 Playing for end game, wants all chips at finish 43:31 Contrarian predictions - Higher rates, higher oil, higher gold 44:30 Japan crisis first domino, then dollar next 45:01 Summary - Stagflation and end game thesis

    48 min

  8. 20 jun

    #379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed

    Chris Whalen is back for The Wrap after his fishing trip in Maine, where he caught a 21-inch smallmouth bass! He's very positive on Kevin Warsh's "less is more" approach at the Fed—no forward guidance, likely removing the dot plot, and refocusing on letting the numbers speak for themselves rather than trying to control expectations through communication. Whalen argues the bond market has already delivered a rate hike on its own, and if he were Warsh, he'd wait and see how the Iran peace deal holds before making more moves, given that war inflation is transitory and external to Fed policy. He reveals the definition of inflation will likely be narrowed to minimize rate hikes and avoid tanking the economy, and he's watching a massive rebalancing from equities to bonds at record allocation levels. Whalen sold most of his AI stocks and locked in serious gains, but he's holding SpaceX as a long-term play given Elon's monopolies on space launch and global internet. He warns the AI bubble is going south with Mike Saylor and Bitcoin spiraling, sees gold and silver as a great entry point after being beaten down, and is adding to positions. He explains silver's manufacturing and technology demand while copper faces supply constraints. On Iran, Whalen argues the MOU doesn't solve underlying inflation drivers—diesel, fertilizer, energy ripple through the economy—so double-digit inflation is locked in with no Fed rate cuts coming. He's concerned about private credit festering with two-and-twenty fees still common, distressed debt exchanges now over 70% of defaults since 2022, and he likes Annaly as a mortgage REIT with government-insured assets and mortgage servicing rights providing protection. Whalen notes precious metals could still rise despite rate hikes because central banks will keep accumulating gold as reserve assets.   Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira858 Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673 Twitter/X: https://twitter.com/rcwhalen     Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 0:00 Intro and welcome back Chris Whalen 1:47 Warsh sets different tone - No forward guidance, likely no dot plots 3:33 Less is more approach - Fed was communicating too much 5:43 Bond market has already done the rate hike 6:50 War inflation is transitory - External factor Fed can't control 7:19 Definition of inflation will be adjusted/narrowed 9:10 Bond market doing tightening, not Fed funds rate 10:34 Rebalancing from equities to bonds at record levels 11:50 Sold most AI stocks, took profits, holding SpaceX 12:07 SpaceX monopoly on space/internet - Long term play 13:57 AI trade, Bitcoin 15:57 Gold/silver beaten up but good entry, adding positions 17:02 Silver manufacturing and technology demand 17:49 Copper supply/demand - Not enough copper globally 19:32 Iran MOU doesn't solve underlying issues 21:45 Double-digit inflation locked in - Diesel, fertilizer ripple 22:34 Fed can't fix war-driven inflation 23:52 No rate cuts coming - Business banking on cuts won't get them 24:48 Private credit festering problem - Two and twenty fees 26:16 Distressed debt exchanges over 70% of defaults 29:27 Annaly - Mortgage REIT with government insured assets 30:00 Precious metals could rise despite rate hikes - Central banks buying 31:43 Precious metals dollar strength question 32:07 Next week

    34 min
Ver todo (388)

Tráiler

Anfitriones e invitados

Acerca de

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.

Información

  • Creador
    Julia La Roche
  • Años de actividad
    2022 - 2026
  • Episodios
    388
  • Clasificación
    Apto
  • Copyright
    © Julia La Roche
  • Mostrar sitio web
    The Julia La Roche Show

También te podría interesar