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#156 Tom McClellan On Why The Recession Is Still Coming And Why The Second Half Of 2024 Could Be Unpleasant For Stocks
Episode 156
Tom McClellan, editor of The McClellan Market Report and a prominent figure in stock market and technical analysis, joins Julia La Roche on episode 1…
1 year, 9 months ago
#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
Episode 155
Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer.
Last year, she did not expect a r…
1 year, 9 months ago
#154 Dr. Art Laffer: We Are In The Middle Of A Massive Redistribution Revolution And It's Destroying Growth
Episode 154
Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 154.
Dr. Laffer is the founder and…
1 year, 9 months ago
#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
Episode 153
Amy Nixon, a housing and economic analyst, makes her first podcast appearance in six months after making a pivot on her deflationary recession call. …
1 year, 9 months ago
#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History
Episode 152
Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, makes his debut on episode 152 of The Julia La Roche Show.
In t…
1 year, 9 months ago
#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom
Episode 151
Former hedge fund manager Whitney Tilson, now Editor at Stansberry Research, returns to The Julia La Roche Show for a wide-ranging discussion on the …
1 year, 9 months ago
#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
Episode 150
Alfonso Peccatiello, founder of the Macro Compass, discusses the macro view of the current market and investor expectations.
He challenges the narra…
1 year, 10 months ago
#149 Jeff Snider: We're Still On The Same Path To Recession
Episode 149
Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture, characterize…
1 year, 10 months ago
#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot
Episode 148
Harley Bassman, managing partner at Simplify Asset Management, discusses his macro view of the economy and markets.
He believes that the market is a…
1 year, 10 months ago
#147 Andreas Steno On Why The Resurgence In Inflation Could Mean Another Rate Hike From The Fed
Episode 147
Andreas Steno, founder of Steno Research, discusses the resurgence of inflation and its impact on the global economy, and his contrarian take that th…
1 year, 10 months ago