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#400 Michael Howell: The Liquidity Cycle Has Turned, Low Quality Returns for Stocks, The Real Driver Behind Gold
Episode 400
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to explain why the global liquidity cycl…
2 months ago
#399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out
Episode 399
In this episode of The Wrap with Chris Whalen, Chris breaks down the week across mortgages, rates, and precious metals. He opens with United Wholesal…
2 months ago
#398 Marc Faber: The First Phase Of The Greatest Investment Mania Is Being Pierced
Episode 398
Dr. Marc Faber editor and publisher of the Gloom, Boom & Doom Report, returns to argue that we are witnessing the first phase of the piercing of the …
2 months, 1 week ago
#397 Mickey Maini: What Physics Knows That Markets Don't — And Why the Next 2 Years Are the Toughest
Episode 397
Mickey Maini, founder of Solstice Laboratory, makes his debut on The Julia La Roche Show. In this episode, he lays out the thesis behind his new book…
2 months, 1 week ago
#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe
Episode 396
In this episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to argue that Kevin Warsh has a credibility problem: he's holding rates, av…
2 months, 1 week ago
Danielle DiMartino Booth: Nobody's Happy, Cracks Are Showing, & the Bond Market Already Tightened
Episode 395
Danielle DiMartino Booth breaks down a contentious FOMC meeting where new Fed Chair Kevin Warsh held rates steady over three dissents, arguing the "g…
2 months, 1 week ago
#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party
Episode 394
In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less tha…
2 months, 2 weeks ago
#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500
Episode 393
Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with…
2 months, 2 weeks ago
#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"
Episode 392
George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cy…
2 months, 3 weeks ago
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning
Episode 391
In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing prob…
2 months, 3 weeks ago