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#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
Episode 93
Neil Howe, author, historian, economist, and consultant who is best known for his work on social generations and generational trends, joins Julia La …
2 years, 9 months ago
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
Episode 92
Milton Berg, CFA, the CEO and Director of Research of MB Advisors (https://miltonberg.com), joins Julia La Roche on episode 92 for a deep dive into h…
2 years, 9 months ago
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
Episode 91
On episode 91, Julia La Roche is joined by Peter Atwater, an adjunct professor of economics at William & Mary, and author of "The Confidence Map: Cha…
2 years, 9 months ago
#090 Jens Nordvig On How AI Is Changing Investing Forever
Episode 90
Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his la…
2 years, 9 months ago
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
Episode 89
Macro researcher Jim Bianco (@BiancoResearch), the president of Bianco Research, joins Julia La Roche again for a wide-ranging conversation on the ma…
2 years, 9 months ago
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
Episode 88
Dr. Edward I. Altman, Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University, joins Julia La Roche on episo…
2 years, 10 months ago
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
Episode 87
Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture.
Strateg…
2 years, 10 months ago
#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
Episode 86
The Acid Capitalist Hugh Hendry (@Hendry_Hugh) joins Julia La Roche again for an unfiltered conversation on macro, markets, Bitcoin, the Fed, and mor…
2 years, 10 months ago
#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
Episode 85
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm…
2 years, 10 months ago
#084 Michael Green On Passive Investing Creating Distortions In The Market Right Now
Episode 84
Michael Green (@profplum99), Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 84 for a wide-rang…
2 years, 10 months ago