The Julia La Roche Show

Nouriel Roubini, Professor Emeritus of Economics at New York University's Stern School of Business, returns to The Julia La Roche Show for a wide-ranging discussion on economics. Roubini, known as "Dr. Doom" due to his tendency to make pessimistic predictions, shared his near-term macro outlook for 2024, pointing out that a hard or no landing scenario looks unlikely, and a soft or so...

Peter Mallouk, CEO and President of Creative Planning, a $245 billion RIA, shares his macroeconomic view, emphasizing long-term optimism due to low unemployment, emerging markets, and technological innovation. He advises investors to focus on the long run and not be swayed by short-term risks.  Mallouk discusses the potential for rate cuts, the US debt situation, and his skepticism towards cryptoc...

Professor Campbell Harvey, professor of finance at the Fuqua School of Business at Duke University and the inventor of the most famous recession indicator — the inverted yield curve — joins The Julia La Roche Show for a wide-ranging conversation on the economy, the Federal Reserve, and the yield curve.  In this episode, Professor Harvey highlights how the Federal Reserve made things worse in 2023...

Famed economist Professor Jeremy Siegel, professor of finance emeritus at Wharton, discusses the macroeconomic overview, his outlook for the Fed’s interest rate policy, the probability of a recession, the stock market outlook, and owning stocks for the long run.  Timestamps  00:00 Introduction  01:12 Macro overview 04:50 Probability of a soft landing is over 50% 06:09 3 reasons to lower interest r...

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show to discuss the big picture of the economy and markets, including an impending maxi reset in home prices and the potential for more bank failures.  He also highlights the “silent crisis” in commercial real estate and the potentia...

Luke Gromen, founder of FFTT, joins The Julia La Roche Show to discuss the macro picture and the sovereign debt bubble that’s bursting in the U.S. In this episode, Gromen makes a case that he thinks this is the year where the consensus realizes the Federal Reserve as a “shadow third mandate,” which is the Treasury market functioning. He explains the concept of fiscal dominance and its implications...

Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his prediction for 5.5% on the 10-year Treasury yield impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF.  Links:  BiancoResearch.com BiancoAdvisors.com twitter.com/BiancoResearch   Timestamps 00:00 Introduction and macro outlook  03:07 Call...

Bestselling author Morgan Housel, partner at  The Collaborative Fund and first-ever guest on The Julia La Roche Show returns for episode 132 to discuss his newest New York Times Bestseller  Same As Ever: A Guide to What Never Changes . Morgan’s first book  The Psychology of Money has sold over four million copies and been translated into 50 languages worldwide. Morgan is a two-time winner of the B...

In this conversation, Julia interviews Sallie Krawcheck, the CEO and founder of Ellevest , about the economy, the role of women in finance, and the retirement crisis. Sallie shares her assessment of the economy and markets, emphasizing the importance of long-term investing and the historical growth of the stock market. She also discusses the significant impact women had on the economy in the past...

Dr. Charles Calomiris, Henry Kaufman Professor of Financial Institutions Emeritus at Columbia Business School, joins The Julia La Roche Show to discuss his recent paper, ⁠Fiscal Dominance and the Return of Zero-Interest Bank Reserve Requirements⁠. In this episode, Dr. Calomiris examines the state of the economy in the near-term and longer-term, as well as the fiscal challenges facing the U.S. Acco...

Tom Lee, Managing Partner and Head of Research at Fundstrat and FS Insight, returns to The Julia La Roche Show to share his market outlook. Lee was among the bullish entering 2023, with a prescient call that the S&P 500 would rise 20% to 4,750 as inflation cooled off.  In this episode, Lee shared his 2024 market outlook, noting it’s a year that investors shouldn’t be afraid. He expects the S&a...

Former hedge fund manager Felix Zulauf, who is the founder and CEO of Zulauf Consulting, joined The Julia La Roche Show to share his insights on macroeconomics, geopolitics, and the market. Zulauf Consulting is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices. In this episode, Zulauf predicted that the market will contin...

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 127 for a wide-ranging conversation on macro.  The conversation explores the importance of investors being ready for both a recession and a soft landing at the same time in the current economic environment, which is not an easy thing for investors to do. Grant makes a c...

Liz Ann Sonders, Chief Investment Strategist for Charles Schwab, discusses the macro picture, behavior of asset classes, active management, Federal Reserve outlook, interpreting economic data, the yield curve and recession, the bond market vs. equity market, and lessons from the legendary late Marty Zweig. Takeaways * The current economic cycle is characterized by rolling recessions, with differen...

Angel investor and entrepreneur Jason Calacanis, “The World’s Greatest Moderator” and co-host/Bestie of All-In Podcast, joins Julia La Roche on episode 125 for a wide-ranging discussion. Calacanis, affectionately known as “J-Cal,” is one of the best angel investors in the world, having turned $100,000 into $100,000,000, with early investments in Uber, Calm, Robinhood, Wealthfront, and more. He co-...

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche for episode 124 to share where we are in the global liquidity cycle and why gold is ready for a breakout moment. Links:  Website: http://www.crossbordercapital.com/ Twitter: https://twitter.com/crossbordercap Substack: https://...

Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, returns to The Julia La Roche Show for episode 123.  Going into 2023, Cullen’s big call was disinflation, which was a largely correct call. In this episode, Cullen shares his views that it might take a full year for the Federal Reserve to hit the 2% target. Because of that, the Fed can’t start signaling rate cuts without ris...

Charles Payne, host of FOX Business Network’s (FBN) Making Money with Charles Payne (weekdays 2-3PM/ET), joined Julia La Roche on episode 122 to discuss his newest book, "Unbreakable Investor." Charles began his career on Wall Street as an analyst at E.F. Hutton in 1985. In 1991, he founded Wall Street Strategies, an independent stock market research firm where he serves as chief executi...

Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 121 to share his macro outlook, views on cryptocurrency and AI, and his Exponential Age thesis.  In this episode, Pal makes a case that we’re currently in the bottom of the business cycle and could be headed for what he’s coined as “macro summer” next year. According to Pal, a macro s...

Dr. A. Gary Shilling, President of A. Gary Shilling & Co. , an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 120 for a wide-ranging conversation on the economy. In this episode, Dr. Shilling predicts an imminent recession, citing key indicators such as the inverted yield curve and actions of the Federal Reserve, which is determined to curb inflat...

Michael Kao ( @Urbankaoboy ) joins Julia La Roche on episode 119 to discuss his macro outlook, why we haven’t seen a hard landing yet thanks to the “four horsemen of economic resilience,” and why he’s favoring shorter duration assets in this economic environment.  Mike has been in the investment business for 30 years and has experience analyzing and investing in many markets and asset classes, spa...

Legendary investor and “adventure capitalist” Jim Rogers returns to The Julia La Roche Show for episode 118 to discuss the economy, markets, and where he’s finding opportunity in a world with higher inflation. 0:00 Welcome Jim Rogers back  1:18 Macro view ahead of an election  3:00 Recession outlook  4:48 Inflation  7:03 Bond market  10:15 Inflation globally  11:00 Allocating in a higher inflation...

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins in-person in Austin, Texas, for episode 117 to discuss the economy, markets, life, and his new book, “Stay Rich With A Balanced Portfolio.”  With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles”...

Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 116 to discuss her new book, “"Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.”  Links:  https://www.lynalden.com/ https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 https://twitter.com/LynAldenContact...

Legendary economist Dr. Lacy Hunt joins Julia La Roche on episode 115 for a wide-ranging discussion on the economy and why we're facing an impending recession. Dr. Hunt is an internationally known and award-winning economist. He received the Abramson Award from the National Association for Business Economics for "outstanding contributions in the field of business economics." Dr. Hunt...