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#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
Episode 73
Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia…
3 years ago
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
Episode 72
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia L…
3 years ago
#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
Episode 71
Omeed Malik (@RealOmeedMalik), founder and CEO of Farvahar Partners, a boutique merchant bank and broker/dealer which invests partner capital into gr…
3 years ago
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
Episode 70
Long-time macro investor Axel Merk (@AxelMerk), Chief Investment Officer of and founder of Merk Investments, returns to the pod for episode 70 and a …
3 years ago
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
Episode 69
Joseph Wang (@fedguy12), the CIO of Monetary Macro and a former senior trader on the Open Markets Desk, joins Julia La Roche on episode 69 for a wide…
3 years, 1 month ago
#068 Ray Dalio On Where We Are In The Changing World Order
Episode 68
Ray Dalio, the founder of Bridgewater Associates, joins Julia La Roche on episode 68 to discuss where we are in the changing world order, the macroec…
3 years, 1 month ago
#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
Episode 67
Jeff Snider (@JeffSnider_AIP) is an expert on the global monetary system, specifically the Eurodollar money system, and all aspects of its misunderst…
3 years, 1 month ago
#066 Bethany McLean On The Rise Of Legal Fraud
Episode 66
Bethany McLean (@bethanymac12), author and journalist, joins Julia La Roche on episode 66 to revisit some notorious corporate failures and discuss fr…
3 years, 1 month ago
#065 Mark Yusko: We Are On The Precipice Of The Global Financial Crisis II
Episode 65
Mark Yusko (@MarkYusko), founder and CEO of Morgan Creek Capital Management, which manages close to $2 billion in assets, joined Julia La Roche on ep…
3 years, 1 month ago
#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
Episode 64
Ken Shinoda, portfolio manager at DoubleLine Capital, joins Julia La Roche on episode 64 to provide his macro outlook and views on housing. He also s…
3 years, 1 month ago