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#336 George Noble: The Fiscal Bill Is Coming Due, Gold Could Double From Here, and the Death of Speculation Is Underway
Episode 336
George Noble, CIO of Noble Capital Advisors, lays out his big theme for 2026: rotation. George argues that the debasement trade is the dominant macro…
2 months ago
#335 Alex Gurevich: Zero Interest Rates Are Not Off the Table, Deflation Is Coming, and the Next Perfect Trade
Episode 335
Alex Gurevich, founder and Chief Investment Officer of HonTe Investments, a Bay Area-based investment management firm, and the author of The Next Per…
2 months ago
#334 Chris Whalen: Trump's Fed Chair Pick Kevin Warsh Is a Classic Hawk, Why Gold Is Due for a Correction But The Bull Market Isn't Over, & The Private Credit Cesspool
Episode 334
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's nomination of Kevin Warsh as Fed Chair, calling him "the only choice" …
2 months ago
#333 Danielle DiMartino Booth on Powell's Policy Errors, Why Unemployment Is Headed to 6%, and Gold Going Meme
Episode 333
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, breaks down why the Fed's decision to pause was both premature and political, argu…
2 months, 1 week ago
#332 Chris Whalen: Trump Doesn't Want Home Prices to Fall — But He Has No Choice
Episode 332
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's Davos speech, noting that despite promises on housing affordability, t…
2 months, 1 week ago
#331 Jim Rickards: Gold Is Going to $10,000 (At Least) — Here's What's Really Driving It
Episode 331
In this special in-person interview, Jim Rickards breaks down why the Trump administration is far more strategic than the media portrays, explaining …
2 months, 1 week ago
#330 Rick Rule: I Sold 80% of My Silver — Here's Why and Where I'm Putting It Now
Episode 330
In this wide-ranging conversation, natural resource investor Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, sha…
2 months, 2 weeks ago
#329 Chris Whalen: Private Credit Is a Ticking Time Bomb | Banks Will Take Major Losses in 2026
Episode 329
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with …
2 months, 2 weeks ago
#328 Peter Boockvar: Why $60 Oil Is One Of The Cheapest Assets In The World
Episode 328
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, sees "bells ringing" on the AI tech trade w…
2 months, 2 weeks ago
#327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
Episode 327
Jim Rogers, who has sold all his US shares, warns that the American market has been going up longer than ever in history and when people say "it's di…
2 months, 3 weeks ago