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#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets
Episode 146
Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institution…
1 year, 10 months ago
#145 David Woo, Analyst Who Nailed The 2016 And 2020 Elections, Sees Huge Headwind For The Economy Ahead Of The 2024 Vote
Episode 145
Macro trends blogger and economist David Woo, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, …
1 year, 10 months ago
#144 David Rosenberg: Recessionary Forces Are Building And The Economy Is Weaker Than The Narrative Suggests
Episode 144
Economist David Rosenberg, founder and president of Rosenberg Research, shares his macroeconomic view of the economy and explains why he’s not throwi…
1 year, 10 months ago
#143: Danielle DiMartino Booth On The Jobs Market, The Economy, And Why The Recession Already Started
Episode 143
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 143…
1 year, 10 months ago
#142 Dr. Burton Malkiel On 'A Random Walk Down Wall Street,' The Best Way To Invest, And What You're Getting Wrong About 'Efficient Markets'
Episode 142
Dr. Burton Malkiel, author of the influential book, "A Random Walk Down Wall Street," which revolutionized how people approach investing, joined Juli…
1 year, 11 months ago
#141 Marc Faber On Interest Rates, Inflation, And 'QE Infinity'
Episode 141
Dr. Marc Faber, editor of “The Gloom, Boom and Doom Report," provides a macro view of the global economy and financial markets. He discusses the dive…
1 year, 11 months ago
#140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later
Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his ou…
1 year, 11 months ago
#139 'Dr. Doom' Nouriel Roubini On The 10 Megathreats That Could Destroy Our Economy
Episode 139
Nouriel Roubini, Professor Emeritus of Economics at New York University's Stern School of Business, returns to The Julia La Roche Show for a wide-ran…
1 year, 11 months ago
#138 Peter Mallouk, CEO of $245B Creative Planning: 'It’s Hard To Be Anything But Optimistic Over The Long Run'
Peter Mallouk, CEO and President of Creative Planning, a $245 billion RIA, shares his macroeconomic view, emphasizing long-term optimism due to low u…
1 year, 11 months ago
#137 Professor Campbell Harvey, The Inventor Of The Most Famous Recession Indicator — The Inverted Yield Curve — Sees Economic Slowdown In 2024
Episode 137
Professor Campbell Harvey, professor of finance at the Fuqua School of Business at Duke University and the inventor of the most famous recession indi…
1 year, 11 months ago