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#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%
Episode 390
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Sti…
2 months, 4 weeks ago
#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis
Episode 389
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes ma…
3 months ago
#388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable
Episode 388
In this episode of The Wrap with Chris Whalen, Chris expects the Federal Reserve will deliver one rate hike before Labor Day despite Warsh's preferen…
3 months ago
#387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail
Episode 387
Danielle DiMartino Booth praises the FOMC minutes as "clean" under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—an…
3 months ago
#386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins
Episode 386
Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and…
3 months, 1 week ago
#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree
Episode 385
Chris Whalen kicks off the July 4th episode of The Wrap by diving into private credit implosion with BDCs turning unprofitable, using the acronym POO…
3 months, 1 week ago
#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered
Episode 384
Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets a…
3 months, 1 week ago
#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next
Episode 383
Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating …
3 months, 2 weeks ago
#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset
Episode 382
Chris Whalen joins Julia La Roche on this week's episode of "The Wrap with Chris Whalen" to break down what he calls a "slow motion train wreck" in p…
3 months, 2 weeks ago
#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse
Episode 381
Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious:…
3 months, 2 weeks ago