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#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. …
2 years, 2 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…
2 years, 2 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 …
2 years, 2 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 months ago
#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…
2 years, 2 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, …
2 years, 3 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…
2 years, 3 months ago