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#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About
Episode 419
In this week's episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to break down why affordability, the economy and the Iran war have p…
1 day, 5 hours ago
#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze
Episode 418
Ray Dalio, founder of Bridgewater Associates, joins The Julia La Roche Show for a special episode featuring their fireside chat from the Greenwich Ec…
3 days, 5 hours ago
#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything
Episode 417
Is private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia La Roche to explain why he sees systemic risk bui…
5 days, 5 hours ago
#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials
Episode 416
The Wrap with Chris Whalen is back after a weak jobs report, with just 29,000 jobs added against expectations of 90,000, and long-term yields still e…
1 week, 1 day ago
#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix
Episode 415
Dr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-ye…
1 week, 3 days ago
#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back
Episode 445
Andy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, makes his debut on The Julia La Roche Show. He lays ou…
1 week, 5 days ago
#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock
Episode 413
Chris Whalen joins Julia La Roche to break down a turbulent week in markets, as the 30-year Treasury hits its highest yield since 2004 and the 10-yea…
2 weeks, 1 day ago
#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why
Episode 412
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche Show to warn that the U.S. faces what he call…
2 weeks, 3 days ago
#411 George Noble: Market Is Entering a Dangerous Phase
Episode 411
George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield b…
2 weeks, 5 days ago
#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed
Episode 410
Chris Whalen returns after the FOMC's 25-basis-point hike and calls it what he wrote in his notes: lame. His argument is that the Fed has become the …
3 weeks, 1 day ago