The Julia La Roche Show

Stephanie Link, Chief Investment Strategist at Hightower Advisors and CNBC contributor, Joins Julia La Roche on episode 39 to discuss the Fed’s latest interest rate hike, her economic and market outlook for 2023, her investment process, what makes a great CEO, working with Jim Cramer, and more. Stephanie Link joined Hightower in June 2020 as Chief Investment Strategist and Portfolio Manager at Hig...

Blythe Masters, founding partner at Motive Partners; Brett Redfearn, founder of Panorama Financial Markets Advisory; Liz Von Habsburg, managing director at Winston Art Group; and Carlos Domingo, CEO of Securitize, join Julia La Roche on episode 38. This episode is a recording of a panel from Art Basel hosted by Securitize called “Art & Equity: Expanding Access to High-Quality Assets from Fine...

Macro expert Axel Merk ( @AxelMerk ), Chief Investment Officer of and founder of Merk Investments , joins Julia La Roche on episode 37 to discuss monetary policy, the economy, gold, and more. In this episode, Merk details the Federal Reserve's sledgehammer approach to monetary policy and why the central bank will likely push the economy into recession. He also shared his thesis on stagflation.&nbs...

Jim Rickards ( @jamesgrickards ) returns to the Julia La Roche Show for episode 36 to discuss his new book Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy . In this episode, Rickards shares his macro view and why we may be headed for a global recession. He also provides a deep dive into supply chains, describing when and how they broke...

Dana D’Auria, co-CIO of Envestnet , joins Julia La Roche on episode 35.  D’Auria, an English major, started her career as a journalist on the business beat and transitioned into finance after earning an MBA. A background in writing has been instrumental in the investment world, especially in explaining complex topics.  She spent 14 years at Symmetry Partners, serving as director of resea...

Carson Block, the activist short seller, founder of Muddy Waters Capital, and host of Zer0es TV and the Zero F**ks Given podcast, joins Julia La Roche on episode 34. Block rose to prominence over a decade ago by exposing Chinese companies listed in the U.S. that were frauds. He’s best known for his 2011 takedown of Sino-Forest, which overstated its timber holdings and ended up filing for bankruptc...

Jan Van Eck ( @janvaneck3 ), CEO of Van Eck Funds, one of the world’s largest sponsors of exchange-traded funds (ETFs), joins Julia La Roche on episode 33 to discuss the next big investment opportunity in fixed income.   During the conversation, Jan explains why we’re entering a period where bonds will outperform equities. That’s why he thinks investors must be majority weighted in fixed inco...

Scott Galloway, Professor of Marketing at NYU Stern School of Business, and best-selling author of multiple books, including Adrift: America In 100 Charts, joins Julia La Roche on episode 32. In this episode, Julia and Scott delve into the “hunger games, winner takes most” economy that’s emerged, where it’s never been easier to become a billionaire in America and never been harder to become a...

Danielle DiMartino Booth, the CEO and Chief Strategist for Quill Intelligence LLC ,   a research and analytics firm, joins Julia La Roche on episode 31.  DiMartino Booth set out to launch a # ResearchRevolution , redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brou...

Vitaliy Katsenelson, the CEO at IMA , a value investing firm in Denver, joins Julia on episode 30 to discuss his newest book, Soul in the Game: The Art of a Meaningful Life , which is his first non-investing book. Vitaliy shares his love of writing, family, work, music, and stoic philosophy in the book. In this episode, Vitaliy details his backstory of growing up in Soviet Russia and coming to Ame...

Billionaire investor and tech entrepreneur Steve Case, the co-founder of AOL and now the CEO and Revolution, joins Julia La Roche on episode 29 to discuss his newest book, "The Rise Of The Rest: How Entrepreneurs in Surprising Places are Building the New American Dream." In 2014, Case launched Revolution's "Rise of the Rest," an initiative to accelerate the growth of startups based outside of Sili...

Dr. Nomi Prins , economist and author of the new book “Permanent Distortion: How The Financial Markets Abandoned The Real Economy Forever,” joins Julia on episode 28. Dr. Prins is an international economist, investigative journalist, geopolitical financial expert, and outspoken advocate for economic reform. She was a member of Senator Bernie Sanders’ panel of top economic experts advising on Fed r...

Investor and speculator Rick Rule, president and CEO of Rule Investment Media and board member of startup bank Battle Financial , joins Julia La Roche for a wide-ranging discussion on natural resources.  Rule, who has more than 49 years of investing experience, looks at the macro picture from the lens of a credit analyst. He’s long-term optimistic but short-term pessimistic, thanks mainly to...

Brent Donnelly ( @donnelly_bren t), president of Spectra Markets , joins Julia La Roche on episode 26. Brent has been trading since 1995 and writing about global macro since 2004. He is the author of “Alpha Trader” (2021) and “The Art of Currency Trading” (Wiley, 2019). He writes a widely-read and highly-respected global macro daily called am/FX. He just published a trader handbook and almanac thi...

Alex Gurevich is the founder and Chief Investment Officer of HonTe Investments , a Bay Area-based investment management firm, and the author of two books — The Next Perfect Trade and Wall Street Journal bestseller The Trades of March 2020 . Gurevich led HonTe’s macro strategy in 2020 to rank second by net return according to BarclayHedge—and in the top ten of emerging managers in al...

Fixed income market legend Harley Bassman ( @convexitymaven ), known as “The Convexity Maven,” joins Julia La Roche on episode 24 for a wide-ranging conversation on the bond market, volatility, housing, demographics, and more.  Bassman is currently a managing partner at Simplify Asset Management , a fast-growing Exchange Traded Funds (ETFs) provider. At the recording date, the Simplify Intere...

Ritholtz Wealth Management COO Nick Maggiulli ( @dollarsanddata ), author of “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth ” and the popular finance blog Of Dollars And Data , joins Julia La Roche on episode 23.  In 2017, Nick made it his New Year’s Resolution to publish a weekly blog post. His “Of Dollars And Data” blog has grown in popularity, and his writing habit turn...

Brent Johnson , the CEO of Puerto Rico-based wealth management firm Santiago Capital and the creator of the Dollar Milkshake Theory, joins Julia on episode 22.  Brent’s view is that we’re heading for a currency crisis. The Dollar Milkshake Theory is a framework Brent developed to explain how a sovereign debt and currency crisis might play out. He explained how the world was flooded with liqui...

Best-selling author Jim Rickards joins Julia La Roche on episode 21 of the podcast to discuss his outlook on why a severe recession is coming and how to prepare for it. Rickards is a  New York Times  bestselling author of  Currency Wars: The Making of the Next Global Crisis and  several other best-sellers, including  The New Great Depression ,  Aftermath ,  The R...

Josh Brown, co-founder and CEO of Ritholtz Wealth Management , a New York City-based investment advisory firm managing over $2.7 billion, joins Julia La Roche on episode 20. Josh, a frequent commentator on CNBC, is the author of three books, including Backstage Wall Street and the popular financial blog,  The Reformed Broker. In this episode, Josh shares his journey from a retail stockbroker...

Joining Julia La Roche on episode 19 of the podcast is R. Martin (“Marty”) Chavez , a partner and vice chair of Sixth Street Capital and a former Goldman Sachs executive. Before joining Sixth Street, a global investment firm with more than $60 billion in assets under management, Chavez served in various senior roles at Goldman Sachs, including Chief Information Officer, overseeing the firm’s 9,000...

Investor and entrepreneur Dave Friedberg ( @friedberg ), the CEO of The Production Board and co-host/“Bestie” on The All-In Podcast, joined Julia La Roche on today’s episode for a wide-ranging conversation. Friedberg was born in South Africa and moved to Los Angeles with his family at age 6. Friedberg studied astrophysics and UC Berkley. He joined Google months before its initial public offering w...

Legendary investor and “adventure capitalist” Jim Rogers joins Julia La Roche on this episode for a wide-ranging conversation from the economy, markets, and investing to seeking adventure and lessons for younger generations.  In this episode, Julia and Jim revisit his Guinness World Record adventures, including his motorcycle ride across six continents in the early 90s and his journey across...

Billionaire tech titan Marc Benioff, the founder and CEO of Salesforce, joins Julia La Roche on a special episode at Dreamforce, the software and cloud giant's annual technology conference in San Francisco.  This year's Dreamforce attracted 40,000 attendees, making it the most significant event in San Francisco since the COVID pandemic. Benioff shared that the event brought in an estimated $4...

Activist short-seller Dan David, the founder of Wolfpack Research and host of the “I Hung Up On Warren Buffett” podcast, joins Julia La Roche on today’s episode. Dan is best known for uncovering frauds in Chinese companies listed on U.S. exchanges. In this episode, Julia and Dan discuss his journey from being a long-only investor to an activist short-seller exposing frauds. Dan delves into his pro...