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#162 Keith Fitz-Gerald, Investor Who Nailed 2023 Market Rally, Says The Fed Doesn’t Matter — Investing In Optimism Does
Episode 162
Keith Fitz-Gerald, principal of the Fitz-Gerald Group, shares his macro view of the world and the five big picture lenses through which he sees the w…
2 years, 5 months ago
#161 Michael Howell On Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, Gold, The US Dollar
Episode 161
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” return…
2 years, 5 months ago
#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation
Episode 160
Bill Fleckenstein, president and founder of Fleckenstein Capital, discusses the macro view of the world and the impact of the Federal Reserve's monet…
2 years, 6 months ago
#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle
Episode 159
Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss t…
2 years, 6 months ago
#158 Larry McDonald: We’re Entering A Sustained Inflation Regime, Why Trillions Of Dollars Are Currently Misallocated, And The Opportunity Right Now In Hard Assets
Episode 158
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to discuss his newest book, “…
2 years, 6 months ago
#157 Dr. Gary Shilling On The Hidden Flaws In The Economy
Episode 157
Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on e…
2 years, 6 months ago
#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…
2 years, 6 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…
2 years, 6 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…
2 years, 6 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. …
2 years, 6 months ago