The Julia La Roche Show

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 shares one of his highest conviction ideas right now. Ken joined DoubleLine at its inception in 2009. He is Chairman of the Structured Products Committee and oversees the non-Agency RMBS team specializing in non-Agency mortgage-backed securities, resi...

Jonathan Boyar, President of Boyar Research and host of The World According To Boyar podcast , joins Julia La Roche on episode 63 to share how he’s finding value during uncertain times.  During this episode, Boyar shares some of the opportunities he’s finding on an individual company level when looking under the hood of the markets.  0:00 Intro  0:51 Looking for intrinsically undervalued stocks 2:...

Best-selling author Jim Rickards ( @JamesGRickards ) returns to the podcast for the third time to share his views on the collapse of Silicon Valley Bank and why the intervention — especially the Federal Reserve’s new emergency lending program, the Bank Term Funding Program — is the biggest bailout in history. Rickards is a New York Times bestselling author of Currency Wars: The Making of...

Willem Middelkoop ( @wmiddelkoop ), founder of the Commodity Discovery Fund and author of “The Big Reset: The War on Gold and the Financial Endgame,” joins Julia La Roche on episode 61. In this episode, Willem shares his reaction to the Silicon Valley Bank collapse and the actions by the Federal Reserve, FDIC, and the Treasury. In response to the Silicon Valley Bank collapse, the Federal Reserve,...

Tom Lee ( @fundstrat ), managing partner and head of research at Fundstrat and FS Insight , joins Julia La Roche on episode 60 to discuss macro and markets. In this episode, Tom makes a case that the markets bottomed in October 2022, and stocks have already been in an uptrend. He also shares what he thinks the bears are getting wrong. With nearly 30 years of macro markets and equity research exper...

Larry McDonald ( @convertbond ), author of the New York Times bestseller “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers,” and founder of The Bear Traps Report , a weekly independent macro research platform focusing on global political and systemic risk with actionable trade ideas, joined Julia La Roche on episode 59. In this episode, Larry explains that tr...

Famed farmer Joel Salatin, the co-owner of Polyface Farm in Swoope, Virginia, joins Julia La Roche on episode 58.  Joel, featured in the New York Times bestseller The Omnivore's Dilemma and the award-winning documentary Food Inc., has been called "the most famous farmer in America." He calls himself a "Christian libertarian environmentalist capitalist lunatic farmer." In this episode, Joel sh...

Milton Berg, CFA ( @BergMilton ), the CEO and Director of Research of MB Advisors , joined Julia La Roche on episode 57 for a deep dive into his technical analysis, which was taped on February 16. YouTube video: https://youtu.be/x7ms5ildUCQ Berg focuses on "Turning Point Analysis,” where he looks for turning point ends of trends. For example, he called the market bottom on June 16. On the day this...

Sam Burns, chief strategist of Mill Street Research , an independent research firm, joins Julia La Roche on episode 56. In this episode, Burns explains how he deploys a top-down macro research approach with bottoms-up analysis. He outlines why he’s recently been more bullish on equities and risk assets in at least a year. According to Burns, the economy is “not great, but it’s not as bad as expect...

James Grant ( @grantspub ), founder and editor of  Grant’s Interest Rate Observer , a leading journal on financial markets since 1983, joins Julia La Roche on episode 55. Jim Grant is also the author of multiple financial history and biography books. His journalism has been featured in Financial Times, The Wall Street Journal, and Foreign Affairs. He has appeared on 6...

Ted Oakley is Managing Partner and Founder of Oxbow Advisors . 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” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance...

Michael Howell, CEO of CrossBorder Capital , an investment advisory firm, and author of the book, "Capital Wars: The Rise Of Global Liquidity," joins Julia La Roche on episode 53 to provide a deep dive on what is global liquidity, why it matters, and how it drives markets.  Michael points out that liquidity is inflecting upwards and explains what's driving that move and the implications for m...

"Reformed" hedge fund manager James Lavish ( @jameslavish ), the author of The Informationist , joins Julia La Roche on episode 52 for a wide-ranging discussion on macro and a deep dive into the debt problem in the U.S.  In this episode, Lavish makes a case that the world has changed in a way that the market understands, and that is — we can't go into economic turmoil because we're walking a...

Peter Boockvar ( @pboockvar) , Chief Investment Officer of Bleakley Financial Group and author of macro newsletter The Boock Report , joins Julia on episode 51 for a wide-ranging conversation on macroeconomics. In this episode, Boockvar makes a case that investors need to get accustomed to a slower rate of growth in this new interest rate environment where rates will stay higher for longer. As Boo...

Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, joins Julia La Roche on episode 50 for a wide-ranging discussion of the macro environment and Housing — the risk keeping him up at night. In this episode, Roche raises the point that when it comes to macro research, many economists argue that the U.S. economy is a housing economy, meaning when the housing market slows down a...

Ric Edelman ( @ricedelman ), one of the most influential people in the financial planning and investment management profession, joins Julia La Roche on episode 49 for a wide-ranging discussion on the economy, markets, retirement, Bitcoin, and more. Edelman, ranked three times as the nation’s No. 1 Independent Financial Advisor by Barron’s , is also a best-selling author of a dozen books, including...

Carol Roth @caroljsroth , a “recovering” investment banker, financial television commentator, entrepreneur, and best-selling author , joins Julia La Roche on episode 48 to discuss her last book “The War On Small Business: How The Government Used The Pandemic To Crush The Backbone of America.” Carol’s book highlights how the government's actions during the COVID-19 pandemic favored the wealthy and...

Joe Fahmy ( @jfahmy ), a portfolio manager at  Zor Capital, LLC , a New York-based investment management firm, joins Julia La Roche on episode 47 to share his 2023 market outlook. In this episode, Joe shares his 2023 outlook and why he thinks the biotech sector is poised to outperform the S&P. He also reflects back on lessons gleaned from the challenging environment in 2022. Joe explains...

Former hedge fund manager Whitney Tilson, now the founder and CEO of newsletter publisher Empire Financial Research, joins Julia La Roche on episode 46 to share some worldly wisdom and his views on the market. The bulk of this conversation focuses on life lessons from his new book “The Art Of Playing Defense: How To Get Ahead By Not Falling Behind.” Whitney outlines five calamities to avoid, inclu...

Caleb Franzen ( @CalebFranzen ), senior market analyst at Cubic Analytics , joins Julia La Roche on episode 45 to discuss macro, markets, Bitcoin, and more. A big theme in the conversation centers around the labor market and the Fed. Franzen discusses the Federal Reserve's prioritizing of three methods for reducing demand to bring down inflation, including creating an inverse wealth effect, increa...

Jennifer Sey ( @jennifersey ) said she was on track to be the first female CEO of Levi Strauss & Co. until she resigned after over two decades at the jeans maker after facing pressure to stay quiet about her opposition to San Francisco’s public school closures during the COVID-19 pandemic.  Throughout the pandemic, Sey was vocal about the policies impacting children, including the closure...

Jon Hilsenrath of The Wall Street Journal joins Julia La Roche on episode 43 to discuss his new book, "Yellen: The Trailblazing Economist Who Navigated an Era of Upheaval."  In this episode, Hilsenrath discusses his decision to write a book about Treasury Secretary Janet Yellen and her husband, Nobel laureate economist George Akerlof, in the form of a love story. He highlights the couple's ce...

Dr. Nouriel Roubini ( @nouriel ), Professor Emeritus of Economics at New York University's Stern School of Business, joins Julia La Roche on episode 42 to discuss his newest book, MegaThreats: Ten Dangerous Trends That Imperil Our Future, and How to Survive Them . Roubini, known as "Dr. Doom" due to his tendency to make pessimistic predictions, warned of the housing crisis and impending recession,...

Macro researcher Jim Bianco ( @biancoresearch ), founder and president of Bianco Research , returns to The Julia La Roche Show for episode 41.  In this episode, Bianco makes the case that we’ve entered a different market era from 2009 to 2021 and why he doesn’t expect the Fed to cut rates or pivot anytime soon. He also breakdowns this paradox where for the first time most Wall Street strategi...

Tom Thornton ( @TommyThornton ), founder and president of Hedge Fund Telemetry , has had an incredible year amid market turbulence. The former portfolio manager, senior trader, and technical analyst has delivered returns of 52% so far in 2022. In this episode, Tom, who focuses on sentiment indicators, explains why markets are nervous and that we haven’t seen a true market capitulation yet. He pred...