Podcast Episodes

#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere

Episode 13

Ben Hunt, the author of Epsilon Theory and co-founder of Second Foundation Partners, joins Julia La Roche to discuss narratives and how they shape everything from financial markets to politics. 

Ben’…

Published on 3 years, 3 months ago

#012 Jim Bianco: This Is The New Normal. Get Used To It.

Episode 12

Macro researcher Jim Bianco, the president of Bianco Research, joins Julia La Roche for a wide-ranging conversation on the macroeconomic environment. Bianco’s research style is macro with a bent towa…

Published on 3 years, 3 months ago

#011 Anthony Scaramucci On Failure, Bitcoin, and Trump

Episode 11

Anthony Scaramucci, founder/managing partner of fund-of-funds SkyBridge Capital and affectionately known as "The Mooch," joins Julia La Roche for a wide-ranging conversation on life, business, invest…

Published on 3 years, 4 months ago

#010 Kyle Bass On Energy, China, Inflation, And More

Episode 10

Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Ro…

Published on 3 years, 4 months ago

#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats

Episode 9

In this episode, Julia is joined by cybersecurity expert Adam Meyers, the senior vice president of intelligence for CrowdStrike.  Meyers looks after CrowdStrike’s intelligence gathering and cyber-adv…

Published on 3 years, 4 months ago

#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114

Episode 8

Alan Patricof (@alanjpatricof) is a venture capital pioneer with a career spanning more than 50 years and showing no signs of slowing down. The 87-year-old started his third venture capital business …

Published on 3 years, 4 months ago

#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing

Episode 7

Today's guest is Ryan Williams, Cadre's founder and executive chairman. Cadre is a tech-enabled commercial real estate investing platform backed by Goldman Sachs, Andreessen Horowitz, Ford Foundation…

Published on 3 years, 4 months ago

#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'

Episode 6

Prominent First Amendment attorney Greg Lukianoff, a New York Times best-selling author and the President and CEO of The Foundation for Individual Rights and Expression (previously called the Foundat…

Published on 3 years, 4 months ago

#005 Hugh Hendry on Why We’re Already in the 4th Depression

Episode 5

Contrarian macro investor and thinker Hugh Hendry (@Hendry_Hugh) joins Julia La Roche for a two-hour, unfiltered conversation that covers everything, from his early years in the hedge fund world to w…

Published on 3 years, 4 months ago

#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now

Episode 4

In this episode, Julia is joined by Gerry Parsky, founder and chairman of private equity firm Aurora Capital Partners and partner of Endurance Partners. 

When Parsky was 31, he was appointed Assistan…

Published on 3 years, 4 months ago