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#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy
#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy

Episode 113

Jim Rickards (@JamesGRickards) returns to the podcast to discuss what the Israel-Hamas war could mean for the global economy, the impact on oil price…

2 years, 6 months ago

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#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate
#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate

Episode 112

Darius Dale (@DariusDale42), founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democrati…

2 years, 7 months ago

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#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day

Episode 111

David Hay, co-CIO at Evergreen Gavekal and author of the Haymaker newsletter on Substack, joins Julia La Roche on episode 111.

In this episode, Hay m…

2 years, 7 months ago

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#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over
#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over

Episode 110

Marc Chandler, chief market strategist at Bannockburn Global Forex and author of the blog Marc To Market, joins Julia La Roche on episode 110.

Chand…

2 years, 7 months ago

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#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'
#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'

Episode 109

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 109…

2 years, 7 months ago

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#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession
#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession

Episode 108

Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia…

2 years, 7 months ago

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#107 Claudia Sahm: The Economy Is At An Inflection Point
#107 Claudia Sahm: The Economy Is At An Inflection Point

Episode 107

Former Fed economist Claudia Sahm, the founder of Sahm Consulting and creator of The Sahm Rule — a recession indicator — joins Julia La Roche on epis…

2 years, 7 months ago

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#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’

Episode 106

Dr. Harald Malmgren and Nicholas Glinsman, co-founders and partners of Malmgren Glinsman Partners, join Julia La Roche on episode 106 for a deep disc…

2 years, 7 months ago

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#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon

Episode 105

Sam Burns, chief strategist of Mill Street Research (www.millstreetresearch.com), an independent research firm, joins Julia La Roche on episode 105.

2 years, 7 months ago

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#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate

Episode 104

Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees just under $6 billion in assets under management, joins Jul…

2 years, 8 months ago

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