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#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market
#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market

Episode 173

Dave Collum, Professor of organic chemistry at Cornell University and Zero Hedge Contributor, joins The Julia La Roche to share his views on the econ…

1 year, 11 months ago

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#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes
#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes

Episode 172

John Cochrane, the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution and former professor of finance at the University of Chicago …

1 year, 11 months ago

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#171 Dave Friedberg, CEO Of Ohala And Co-Host of The All-In Podcast, On The New Breakthrough Can Boost Crop Yields By 50-100% And Could Change Farming Forever
#171 Dave Friedberg, CEO Of Ohala And Co-Host of The All-In Podcast, On The New Breakthrough Can Boost Crop Yields By 50-100% And Could Change Farming Forever

Episode 171

Investor and entrepreneur Dave Friedberg, the CEO of The Production Board and CEO of Ohalo and co-host/"Bestie" on The All-In Podcast, returns to The…

2 years ago

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#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong
#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong

Episode 170

Bob Elliott, cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like …

2 years ago

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#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence
#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence

Episode 169

Carol Roth, a “recovering” investment banker, financial television commentator, entrepreneur, and two-time New York Times best-selling author, joins …

2 years ago

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#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s No-Win Situation, The Fragility Of Valuations, Gold As ‘The Alchemy Of Chaos,’ Buying Bitcoin, And The Dangerous Sign The Japanese Yen Is Sending
#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s No-Win Situation, The Fragility Of Valuations, Gold As ‘The Alchemy Of Chaos,’ Buying Bitcoin, And The Dangerous Sign The Japanese Yen Is Sending

Episode 168

The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in the East Village, for an in-person, unfiltered conversation on macro and mor…

2 years ago

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#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble
#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 167 to discuss the current state of the eco…

2 years ago

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#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors
#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors

Episode 166

Nancy Davis, founder and portfolio manager of Quadratic Capital Management, joins The Julia La Roche for episode 166 to react to the May Fed Meeting …

2 years ago

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#165 Jim Bianco On Stickier Inflation, A 10-20% Chance Of A Rate Hike, And Why The 10-Year Treasury Yield Could Surge To 5-5.5%
#165 Jim Bianco On Stickier Inflation, A 10-20% Chance Of A Rate Hike, And Why The 10-Year Treasury Yield Could Surge To 5-5.5%

Episode 165

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact…

2 years ago

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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage
#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage

Episode 164

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to T…

2 years ago

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