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#056 Sam Burns On Being More Bullish On Equities In At Least A Year
#056 Sam Burns On Being More Bullish On Equities In At Least A Year

Episode 56

Sam Burns, chief strategist of Mill Street Research, an independent research firm, joins Julia La Roche on episode 56.

In this episode, Burns explain…

2 years, 10 months ago

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#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run

Episode 55

James Grant (@grantspub), founder and editor of Grant’s Interest Rate Observer, a leading journal on financial markets since 1983, joins Julia La Roc…

2 years, 10 months ago

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#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’

Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the inve…

2 years, 10 months ago

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#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed

Episode 53

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, "Capital Wars: The Rise Of Global Liquidity," joins …

2 years, 11 months ago

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#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff

Episode 52

"Reformed" hedge fund manager James Lavish (@jameslavish), the author of The Informationist, joins Julia La Roche on episode 52 for a wide-ranging di…

2 years, 11 months ago

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#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy

Episode 51

Peter Boockvar (@pboockvar), Chief Investment Officer of Bleakley Financial Group and author of macro newsletter The Boock Report, joins Julia on epi…

2 years, 11 months ago

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#050 Cullen Roche On Macro Outlook And Housing Risks
#050 Cullen Roche On Macro Outlook And Housing Risks

Episode 50

Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, joins Julia La Roche on episode 50 for a wide-ranging discussion of the mac…

2 years, 11 months ago

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#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman

Episode 49

Ric Edelman (@ricedelman), one of the most influential people in the financial planning and investment management profession, joins Julia La Roche on…

2 years, 11 months ago

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#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History

Episode 48

Carol Roth @caroljsroth, a “recovering” investment banker, financial television commentator, entrepreneur, and best-selling author, joins Julia La Ro…

2 years, 11 months ago

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#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023

Episode 47

Joe Fahmy (@jfahmy), a portfolio manager at Zor Capital, LLC, a New York-based investment management firm, joins Julia La Roche on episode 47 to shar…

2 years, 11 months ago

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