Bedste Kyle Rosenberger-podcasts (2024)

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#204 David Woo: 'So Many Things Can Go Wrong' — The Market Is Too Complacent Right Now About The Risk Of Israel-Iran War. Buy Your Investment Protection Before The Election. 1:04:26

3d ago1:04:26

1:04:26

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Stimulus VS Cause with Bryn Hazell 1:05:30

3d ago1:05:30

1:05:30

I had a lovely time having Bryn as my co-host on this episode. Our topic we discussed was about Stimulus VS Cause. According to Marshalls book Nonviolent Communication. “What others do or say may be the stimulus of our feelings, not the cause.” There is a root to our feelings and that root is the cause. One way I like to think of this as, unprocess…

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#203 "It Reminds Me Most of 2007" — David Rosenberg on Market Bubbles and Economic Illusions 1:06:01

7d ago1:06:01

1:06:01

In episode 203, David Rosenberg, founder and president of Rosenberg Research, joined Julia to discuss the current economic landscape and his outlook for the future. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves …

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#202 Steve Hanke: A Recession Is Still On The Way — What the Money Supply Tells Us About The Economy 50:10

10d ago50:10

50:10

Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 202 for a conversation on the state of the economy, the money supply, inflation, and the upcoming election. ✨ This epi…

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#201 Eric Basmajian On What's Really Going On With The Economy Right Now 1:03:59

14d ago1:03:59

1:03:59

Eric Basmajian, founder and CEO of EPB Research, joins Julia on episode 201 to discuss the economy, housing market dynamics, outlook on unemployment trends, and the long-term economic factors, including the effects of increasing government size on private sector growth. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://pub…

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#200 Chris Whalen: The Fed 'Jumped The Shark' With Its Rate Cut 36:23

17d ago36:23

36:23

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns for episode 200 to discuss the economy, the Fed, upcoming bank earnings, the 2024 election, and more. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid end…

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#199 Josh Brown: You Weren't Supposed To See That 49:46

24d ago49:46

49:46

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $5 billion, joins Julia La Roche on episode 199. Josh is a frequent commentator on CNBC's "Halftime Report," and the author of four books, including his newest, "You Weren't Supposed To See That: Secrets Every Investor Should K…

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#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can" 54:08

28d ago54:08

54:08

Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 198 to share his macro outlook and why he thinks we're headed for an Economic Singularity with the rise of AI. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨Paid endorsement for Public In…

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#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles 48:28

1M ago48:28

48:28

Bill Fleckenstein, president and founder of Fleckenstein Capital, returns to The Julia La Roche Show for episode 197. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. …

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#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade' 1:02:55

1M ago1:02:55

1:02:55

Brent Johnson, founder and CEO of Santiago Capital, returns for episode 196, in which he discusses the current macro landscape, focusing on Fed policy, global markets, and his Dollar Milkshake Theory. He explores gold's role as a signal of economic stress, the dynamics of carry trades, and potential market volatility ahead. ✨ This episode is sponso…

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#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation 35:45

1M ago35:45

35:45

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing…

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#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America 59:38

2M ago59:38

59:38

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. Dr. Laffer is the founder and chairman of Laffer Associates, an economic research and consulting firm. Known as the "Father of Supply Economics," he is famous for developing the Laffer Curve, a representation of the relationship be…

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#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now 48:11

2M ago48:11

48:11

✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. Tom i…

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#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy 1:00:50

2M ago1:00:50

1:00:50

Legendary economist Dr. Lacy Hunt, EVP and Chief Economist of Hoisington Investment Management Company, joins Julia La Roche on episode 192 for a wide-ranging discussion on the deteriorating economy. In this episode, Dr. Hunt explains that non-farm payrolls overshot by five standard errors, making it the worst miss since a 9 standard one for 2009, …

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The ROI of Sustainability with Jim Hanna 20:03

2M ago20:03

20:03

Jim Hanna has held corporate sustainability roles with Xanterra and Starbucks and is currently at Microsoft and working with Fractal CSOs. He is a great guy with a ton of useful insights. However, one area that he focuses on relentlessly is making the business case. While for many, that is a complex process, he nails it with simple questions: What …

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#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You' 46:58

2M ago46:58

46:58

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. 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 inve…

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#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction 50:50

2M ago50:50

50:50

Brian Wesbury, Chief Economist at First Trust Advisors LP, joins Julia La Roche episode 190 to discuss the macro picture and why the economy is likely headed toward recession. He also thinks this overvalued stock market could see a 15-20% correction. Links: website: https://www.ftportfolios.com/ blog: https://www.ftportfolios.com/retail/blogs/Econo…

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#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity 45:13

3M ago45:13

45:13

Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 189, featuring a discussion on the macro environment, warning signs, and investment opportunities. Link to Rick's private placements bootcamp: https://events.ringcentral.com/events/rick-rule-s-virtual-private-…

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#188 Chris Whalen On The Difficult Economic Environment Ahead 31:51

3M ago31:51

31:51

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 for episode 188 to discuss the economy. This episode was recorded on Friday, Aug. 2. Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institu…

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#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy 50:31

3M ago50:31

50:31

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 187 to discuss a dangerous triumvirate of bubbles in the economy: a real estate bubble, an equity bubble, and a credit bubble. These bubbles have been fueled by 20 years of a negative real Fed funds rate. Pento predicts that these bubbles will …

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The Edges of Sustainability Jeff Senne and Jill Dumain in Conversation 33:14

3M ago33:14

33:14

56% of people beleive that capitalism does more harm than good. 70% of Americans would not help a neighbor of a different political party. What is the role of business in an increasingly polarized world? Climate, DEI, and nature are critically important issues, but so too are the institutions that support human flourishing and getting those right, …

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#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong 1:00:03

3M ago1:00:03

1:00:03

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump …

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#185 Jim Rickards: We're Probably Already In A Civil War 1:02:16

3M ago1:02:16

1:02:16

Jim Rickards returns to the podcast for episode 185 to discuss the macro view and political turmoil in the U.S., including the attempted assassination of former President Trump. This episode was recorded on July 18. Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers,…

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#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way 29:40

3M ago29:40

29:40

Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 81 for a wide-ranging conversation on the economy. Three years ago, using the quantity theory of money — which links a…

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#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump 1:17:58

3M ago1:17:58

1:17:58

Neil Howe, an author, historian, demographer, economist, and consultant best known for his work on social generations and generational trends, joins Julia La Roche on episode 183 to discuss the Fourth Turning. Julia and Neil recorded this episode on Friday, July 12. After the attempted assassination of former President Donald J. Trump at a rally in…

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#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation 48:33

4M ago48:33

48:33

Economist and author Tyler Cowen, the Holbert L. Harris Chair of Economics at George Mason University and chairman and general director of the Mercatus Center at George Mason University, joins Julia La Roche on episode 182. Links: Marginal Revolution: https://marginalrevolution.com/ Twitter/X: https://x.com/tylercowen 00:00 Introduction and welcome…

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#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year 30:43

4M ago30:43

30:43

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 for episode 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election. Links: Twitter/X: https:/…

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#180 Andrew Wilkinson On Going From A Barista To A Billionaire, Building Tiny 'The Berkshire Hathaway' Of Tech, And Life Lessons From Warren Buffett, Charlie Munger, And Bill Ackman 57:41

4M ago57:41

57:41

Entrepreneur-turned-investor Andrew Wilkinson, founder and chairman of Tiny, a Victoria, Canada holding company that invests mostly in tech, joined Julia La Roche on episode 180 to share his new book, “Never Enough: From Barista To Billionaire. Once a barista in a small cafe making $6.50 an hour, Andrew Wilkinson built a business valued at over a b…

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The Role of Interpreter with Lena Pripp-Kovac 19:47

4M ago19:47

19:47

A rich discussion with Lena Pripp-Kovac, former Chief Sustainability Officer (CSO) for Ikea. I love the idea she presents of the CSO as an interpreter. Lena said, “During my journey in sustainability, it has become clear that one of the key roles in leading change is that of being an interpreter. I am fortunate and thankful for the many amazing peo…

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#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead 47:19

4M ago47:19

47:19

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 179. Links: PhinanceTechnologies: https://phinancetechnologies.com/ Twitter/X: https://x.com/DowdEdward 00:00 Intro and welcome Ed Dowd 00:46…

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#178 Peter Boockvar: The Is The Most Mixed And Uneven Economy That I’ve Ever Seen And It Feels More Like A 1.5% GDP Growth Rate Economy Rather Than 3% 35:12

4M ago35:12

35:12

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and a CNBC contributor, discusses the mixed and uneven state of the economy. He highlights the contrasting trends in different sectors, such as housing, consumer spending, and manufacturing. Boockvar also discusses the impact of government spending and the labor market on the over…

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#177 Mike Green: Passive Investing Has Turned The Market On Autopilot 49:02

4M ago49:02

49:02

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 178 for a wide-ranging conversation on the economy and market. In this episode, Mike Green discusses some of the implications of systematic and passive investment strategies and how they've led to the current market conditions. Micha…

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#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory 50:17

4M ago50:17

50:17

Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets. Link: https://www.treussard.com/julia Timestamps: 00:00 Intro and welcome Jonathan Treussard 00:52 Macro view, confusing data, too much vola…

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Motivating Change With Gabriel Grant 42:32

4M ago42:32

42:32

Gabriel Grant is someone whose work you should know about. Over the past fifteen years, he has provided coaching and training for more than one thousand purpose-led leaders and world-class change agents, including founders and board members, and c-suite executives and directors from more than 150 major brands. I am fascinated by his thinking on wha…

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#175 Chris Whalen: 'We're Hiding A Lot' — Why Commercial Could Be The Next Source Of The Financial Crisis In This Country 33:05

5M ago33:05

33:05

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 for episode 175 to discuss the economy, the risk in commercial real estate, the upcoming presidential election, and the status of the American dream. Links: Twitter/X: https://tw…

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#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You 43:40

5M ago43:40

43:40

"Reformed" hedge fund manager James Lavish, the author of The Informationist newsletter and founder/managing partner of The Bitcoin Opportunity Fund, joins Julia La Roche on episode 174 for a wide-ranging discussion on macro, the pockets of recession especially in the private sector, and a deep dive into the debt problem in the U.S. Links: Twitter/…

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#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market 1:14:51

5M ago1:14:51

1:14:51

Dave Collum, Professor of organic chemistry at Cornell University and Zero Hedge Contributor, joins The Julia La Roche to share his views on the economy and markets. In this episode, Professor Collum makes a case that the market today looks “more insane than the dot-com bubble” and why we could be headed for a 40-year bear market. Links: Twitter/X:…

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In Conversation With Jill Dumain of Fractal CSOs 29:24

5M ago29:24

29:24

In conversation with Jill Dumain of Fractal CSOs. Jill offers this: What a fun opportunity to look back on some of the many experiences that I have had that led me to this place. So many people to thank who have mentored and partnered with me with some of the craziest of ideas. But now I can see how all the individual experiences add up to this new…

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#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes 58:36

5M ago58:36

58:36

John Cochrane, the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution and former professor of finance at the University of Chicago Booth School of Business and, before that, the Department of Economics, joins Julia on episode 172. Professor Cochrane is the author of The Fiscal Theory of the Price Level book, and he writes the Grum…

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#171 Dave Friedberg, CEO Of Ohala And Co-Host of The All-In Podcast, On The New Breakthrough Can Boost Crop Yields By 50-100% And Could Change Farming Forever 47:49

5M ago47:49

47:49

Investor and entrepreneur Dave Friedberg, the CEO of The Production Board and CEO of Ohalo and co-host/"Bestie" on The All-In Podcast, returns to The Julia La Roche for episode 171 to discuss his company's breakthrough technology that could solve world hunger. Ohalo, a startup that's been in stealth mode, recently filed a patent for its groundbreak…

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#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong 38:55

5M ago38:55

38:55

Bob Elliott, cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity, joins Julia La Roche on episode 170. In this episode, Elliott discusses the macro picture and highlights that the economy is in an income-driven expans…

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#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence 31:45

5M ago31:45

31:45

Carol Roth, a “recovering” investment banker, financial television commentator, entrepreneur, and two-time New York Times best-selling author, joins Julia La Roche again for episode 169 to discuss the state of the economy, the Federal Reserve, the impact of deficit spending, and the challenges faced by small businesses. Links: You Will Own Nothing:…

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#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s No-Win Situation, The Fragility Of Valuations, Gold As ‘The Alchemy Of Chaos,’ Buying Bitcoin, And The Dangerous Sign The Japanese Yen Is Sending 1:21:31

6M ago1:21:31

1:21:31

The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in the East Village, for an in-person, unfiltered conversation on macro and more. Links: Twitter/X: https://twitter.com/hendry_hugh Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial Timesta…

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Introducing Fractal CSOs 23:11

6M ago23:11

23:11

In this episode of Making Waves on Purpose, I am in conversation with Jill Dumain, Lena Pripp Kovac, Chad Dorgan and Jim Hanna, all partners, together with me, Jeff Senne, in Fractal CSOs. Fractal CSOs is a network of practitioners that coach companies and organizations of all shapes and sizes across various industries to move forward faster and st…

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Purpose as a lever of change with Bradon Peele 37:59

6M ago37:59

37:59

One of the hats I wear is as the volunteer Team Guardian for Global Purpose Leaders (GPL). This is a close-knit group of purpose practitioners that work on individual, organizational and societal change. In this podcast, I speak with Brandon Peele. Brandon has been a driving force in GPL for years and in the purpose space even longer. He has a deep…

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#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble 21:47

6M ago21:47

21:47

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 167 to discuss the current state of the economy and the potential risks ahead. In this episode, Pento highlights the rising inflation rate, the burden on the middle class, and the unsustainable levels of debt. Pento predicts a slowdown in GDP g…

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Morris H Ervin, Jr. - Reflections of a Troubled Black Man 1:14:44

6M ago1:14:44

1:14:44

I know I haven’t dropped an episode for months. I have been living life to the best of my ability, reading, working and soaking in the time we have on this physical world. I am continuing to record episodes. Thank you for your grace and understanding. Take care of your heart. I got the honor of speaking with Morris again. The last time we had him o…

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#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors 38:42

6M ago38:42

38:42

Nancy Davis, founder and portfolio manager of Quadratic Capital Management, joins The Julia La Roche for episode 166 to react to the May Fed Meeting and the Federal Reserve's decision to keep rates unchanged. In this episode, Nancy shares that inflation is a persistent issue that cannot be easily resolved. However, she sees this as an opportunity f…

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#165 Jim Bianco On Stickier Inflation, A 10-20% Chance Of A Rate Hike, And Why The 10-Year Treasury Yield Could Surge To 5-5.5% 37:28

6M ago37:28

37:28

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the…

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Celebrating Small Wins with Kyle Santos 24:09

6M ago24:09

24:09

Kyle Santos joined me in a great conversation on various issues and a focus on something that we in the corporate responsibility space often get wrong - celebrating small wins. Hi rightly points out that given the gravity of what we seek to address, climate change, inequality, ecosystem restoration...small steps often feel not worth celebrating. Th…

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