The Julia La Roche Show
The Julia La Roche Show
  • Видео 228
  • Просмотров 3 086 151
Central Banks Are Playing A Dangerous Game | Peter Boockvar
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 overall economy. He emphasizes the confusion and challenges faced by the Federal Reserve in managing inflation and interest rates. Boockvar shares his outlook on the future, including the potential for slower US growth, the importance of Asia in driving economic growth, and his investment preferences in commodities and Asian markets.
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Просмотров: 6 461

Видео

Passive Investing Has Turned The Market On Autopilot | Mike Green
Просмотров 15 тыс.День назад
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. Michael has been noted for his work as a market theo...
We Need A Big Drop In Interest Rates To Fix The Commercial Real Estate Problem | Jonathan Treussard
Просмотров 4,2 тыс.День назад
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 and whether or not we are in bubble territory. Link: www.treussard.com/julia Timestamps: 00:00 Intro and welcome Jonathan Treussard 00:52 Macro view, confusing data, too much volatility 04...
'We're Hiding A Lot' - Why Commercial Real Estate Could Be The Next Financial Crisis | Chris Whalen
Просмотров 18 тыс.14 дней назад
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: rcwhalen Website: www.rcwhalen.com/ The Insti...
They’re Going To Print So Much Money It’s Going To Shock You | James Lavish
Просмотров 32 тыс.14 дней назад
"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/X: x.com/jameslavish The Informationist: jamesl...
Why We’re Headed For A Multi-Decade Bear Market | Dave Collum
Просмотров 23 тыс.21 день назад
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: x.com/DavidBCollum Year-end review: peakprospe...
'Give People Faith In Government Debt' - The Fiscal Theory Of The Price Level w/ Prof. John Cochrane
Просмотров 6 тыс.Месяц назад
Economist 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 La Roche on episode 173. Professor Cochrane is the author of The Fiscal Theory of the Price Level book and he writes the Grumpy Economist blog. In this ep...
Going 'All In' On Solving Our Biggest Challenges | Dave Friedberg
Просмотров 3,9 тыс.Месяц назад
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 groundbreaking technology, Boosted Breeding. This novel, n...
A 'Too Strong' Economy The Biggest Risk For Investors? | Bob Elliott
Просмотров 8 тыс.Месяц назад
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 expansion, where people are spending out of their inc...
The Economy Has Been Window Dressed And We're Starting To See The Cracks | Carol Roth
Просмотров 16 тыс.Месяц назад
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: www.carolroth.com/nothing/ Follow Carol Roth o...
The Fed's No-Win Situation, Fragility Of Valuations, And Coming Chaos With Hugh Hendry
Просмотров 25 тыс.Месяц назад
The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in New York's East Village, for an in-person, unfiltered conversation on macro and more. Links: Twitter/X: hendry_hugh Podcast: podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 RUclips: www.youtube.com/@HughHendryOfficial Timestamps: 0:00 Intro and welcome 1:36 Macro view and the Fed’s no win...
The Economy Is In For Big Trouble Ahead If Rates Don't Come Down Quickly | Michael Pento
Просмотров 20 тыс.Месяц назад
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 growth and the possibility of a negative quarter...
'Whatever They Say, The Opposite Happens' - Fed Meeting Reaction With Nancy Davis
Просмотров 8 тыс.Месяц назад
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 for investors, as many people do not have inflat...
If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco
Просмотров 28 тыс.Месяц назад
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 Federal Reserve's interest rate policy and the...
Higher Interest Rates, Illiquidity, And The Death Of Leverage | Chris Whalen
Просмотров 22 тыс.2 месяца назад
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. He highlights the dichotomy between the consumer side, which is doing relatively well, and the commercial side, which is suffering due to low interest rates and illiquidi...
We're Turning Into Something That's Not Very American | Scott Galloway
Просмотров 37 тыс.2 месяца назад
We're Turning Into Something That's Not Very American | Scott Galloway
Investor Who Nailed 2023 Market Rally Says S&P 500 Could Hit 5500-5600 If The Fed Stays On Sidelines
Просмотров 6 тыс.2 месяца назад
Investor Who Nailed 2023 Market Rally Says S&P 500 Could Hit 5500-5600 If The Fed Stays On Sidelines
Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, And Gold With Michael Howell
Просмотров 20 тыс.2 месяца назад
Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, And Gold With Michael Howell
The Fed Is Trapped And Unable To Fight Inflation | Bill Fleckenstein
Просмотров 49 тыс.2 месяца назад
The Fed Is Trapped And Unable To Fight Inflation | Bill Fleckenstein
Fiscal Dominance, Rise In Gold, & Why Bitcoin Could Hit Six Figures | Lyn Alden
Просмотров 19 тыс.2 месяца назад
Fiscal Dominance, Rise In Gold, & Why Bitcoin Could Hit Six Figures | Lyn Alden
Inflation, Why Trillions Are Currently Misallocated, And Where To Invest | Larry McDonald
Просмотров 11 тыс.2 месяца назад
Inflation, Why Trillions Are Currently Misallocated, And Where To Invest | Larry McDonald
The Hidden Flaws In The Economy with Dr. Gary Shilling
Просмотров 27 тыс.2 месяца назад
The Hidden Flaws In The Economy with Dr. Gary Shilling
'Unpleasant Time' Ahead For Stock Market - What Markets Are Signaling | Tom McClellan
Просмотров 24 тыс.2 месяца назад
'Unpleasant Time' Ahead For Stock Market - What Markets Are Signaling | Tom McClellan
Home Prices Will Come Down Says Analyst Who Called The 2007-2008 Financial Crisis | Meredith Whitney
Просмотров 38 тыс.3 месяца назад
Home Prices Will Come Down Says Analyst Who Called The 2007-2008 Financial Crisis | Meredith Whitney
We're In The Middle Of A Massive Redistribution Revolution That's Destroying Growth | Dr. Art Laffer
Просмотров 21 тыс.3 месяца назад
We're In The Middle Of A Massive Redistribution Revolution That's Destroying Growth | Dr. Art Laffer
Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
Просмотров 8 тыс.3 месяца назад
Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
The Most Dangerous Time In US Financial History | Brian Hirschmann
Просмотров 9 тыс.3 месяца назад
The Most Dangerous Time In US Financial History | Brian Hirschmann
The State Of The Economy, Markets, And The Mistake Of Predicting Doom And Gloom | Whitney Tilson
Просмотров 5 тыс.3 месяца назад
The State Of The Economy, Markets, And The Mistake Of Predicting Doom And Gloom | Whitney Tilson
The Risk of a Global Recession Triggered by China's Deleveraging | Alfonso Peccatiello
Просмотров 13 тыс.3 месяца назад
The Risk of a Global Recession Triggered by China's Deleveraging | Alfonso Peccatiello
Jeff Snider: We're Still On The Same Path To Recession
Просмотров 16 тыс.3 месяца назад
Jeff Snider: We're Still On The Same Path To Recession

Комментарии

  • @canmosk
    @canmosk 10 часов назад

    Mike G is preeminent person in finance to understand /articulate passive's role in mkts - bar none

  • @dawnaker725
    @dawnaker725 15 часов назад

    Get Biden out!!!

  • @Watson774
    @Watson774 15 часов назад

    At present, the most prudent consideration for everyone should be diversifying their income sources, ones not reliant on government support, particularly given the ongoing global economic challenges. This remains an opportune moment to explore investments in assets like gold, silver, digital currencies such as Bitcoin, Ethereum, and XRP, thanks to Jane Nina Pickett for her guidance in these fields her proficiency is outstanding

    • @dordanehnash143
      @dordanehnash143 15 часов назад

      It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity,

    • @mariahay22
      @mariahay22 15 часов назад

      It's truly refreshing to see a comment about Jane Nina Pickett. I've also had the pleasure of working with her for several months

    • @gray56675
      @gray56675 15 часов назад

      Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Jane's insights. It's akin to finding a diamond in a coal mine.

    • @PasokKalavrytwn
      @PasokKalavrytwn 15 часов назад

      I like her core analysis, one of the best..

    • @msjinnymarie
      @msjinnymarie 15 часов назад

      Best thing that happened to me last year that I can attest to is the progress I have made so far on trades. Venturing into crypto was my best decision ever I know more is yet to come 2024

  • @adriansmith7604
    @adriansmith7604 16 часов назад

    Inflation will reignite rate rises to return

  • @JodeyHeadley
    @JodeyHeadley 22 часа назад

    Although I have interests in global economics I don't watch the news anymore... I have enough FUD lol. Thanks for this news and offering your insight on how to navigate during unfortunate times/events like this. You're right about keeping level headed when investing so that's why I think it's important to limit the amount of FUD we consume. I don't watch the media but the news that you present has enough to know issues going on without riding the emotional rollercoaster if I were to watch the news everyday. Now I buy and just trade long term more than ever, I have made over 16 btc from day trading with Francine Duguay in few weeks, this is one of the best medium to backup your assets incase it goes bearish.

    • @kimmifier
      @kimmifier 22 часа назад

      Francine Duguay program is widely available online.

    • @GabrielBurner
      @GabrielBurner 21 час назад

      I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.

    • @S_Egeland
      @S_Egeland 21 час назад

      Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

    • @UnaTressler
      @UnaTressler 21 час назад

      The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

    • @Peter_Chenault
      @Peter_Chenault 21 час назад

      It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.

  • @rccalhoun
    @rccalhoun 23 часа назад

    Must listen to this

  • @fsaldan1
    @fsaldan1 День назад

    I could not watch it through the end. Too much vague rambling.

  • @NomadicRVLiving
    @NomadicRVLiving День назад

    Sold my house in the US, bought a house in Mexico for half the price, and my property taxes went from $5,000 per year to $345 per year. Now I am able to live on $1,500 per month, yup.

  • @760Thomas
    @760Thomas День назад

    what about ww3? will that fix everything?

  • @Yetified_Mayhem
    @Yetified_Mayhem День назад

    You're so damn pretty Julia! Love the show too:)

  • @ronaldmusser6949
    @ronaldmusser6949 День назад

    This whole economic fiasco is being planned

  • @HipHopCantSaveMe
    @HipHopCantSaveMe День назад

    Great interview!!!

  • @royjones59344
    @royjones59344 День назад

    Enjoy the show and this conversation. I wonder if the idea that passive is driving the market is overblown. It seems to me that as long as the top companies are also the ones with the best fundamentals then the market is working as it should. If indexing was driving the market wouldn't the top companies remain static?

  • @techserviceondemand9409
    @techserviceondemand9409 День назад

    The whole boomer housing market is way overstated. My brother sold his house last year after 40 years and moved overseas. That house was sold in less than 20 days, for multi million dollars and multiple over bids. Well, he does everything that boomers were accused of not doing. He sold his place, moved overseas. But how many people, especially first-time buyers, can afford to get into a bidding war on a multimillion-dollar home?

    • @Yetified_Mayhem
      @Yetified_Mayhem День назад

      Well said. I don't own a home anymore. I'm just saving and investing. I'll move to my wife's home country(Indonesia) to retire with shit medical, lol

  • @davidcpugh8743
    @davidcpugh8743 День назад

    Baby Boom very large group. Also very impecunious. Not in such good shape?

  • @rockycodyjesse
    @rockycodyjesse День назад

    always appreciate Peter’s sensible thoughts

  • @randywhelchel4674
    @randywhelchel4674 День назад

    He might be great, you lost me at CNBC 🤡🤡🤡

  • @shian-shianiodice5887
    @shian-shianiodice5887 День назад

    Amazing interview! Thanks for explaining everything so simply.

  • @haldriver1378
    @haldriver1378 День назад

    Thanks Julia!

  • @michaelstock9351
    @michaelstock9351 День назад

    Very intelligent conversation

  • @alicecooper9472
    @alicecooper9472 День назад

    Peter is always sharp

  • @acornsucks2111
    @acornsucks2111 День назад

    Finally, someone who doesn't think they know more than Powell.

    • @slowridefpv9668
      @slowridefpv9668 День назад

      Pretty low bar don’t you think? “Know more than Powell”

    • @Yetified_Mayhem
      @Yetified_Mayhem День назад

      Powell is brilliant at playing dumb.. He captains a fcked ship.

    • @bradleyqueen3879
      @bradleyqueen3879 11 часов назад

      Inflation was transitory lol. How smart was that statement. He's failed along with our worthless government.

    • @bradleyqueen3879
      @bradleyqueen3879 9 часов назад

      Powell is a failure along with the government.

  • @georgetoth6768
    @georgetoth6768 День назад

    It's a swiss cheese economy...a lot of holes and some solid spots.

  • @4Marktk
    @4Marktk День назад

    comments won't post. you should say so

  • @4Marktk
    @4Marktk День назад

    Gee whiz You mean mouse-clicking trillions of fake dollars out of thin air for over 20 years , to save the rich and their assets might cause massive inflation for the "little people" ? You think ?

  • @TheJuliaLaRocheShow
    @TheJuliaLaRocheShow День назад

    Hey everyone! I hope you enjoy this episode featuring Peter Boockvar! Please leave your feedback in the comments section. And let me know who you want on the show. We have episodes coming up with Ed Dowd, Chris Whalen, Tyler Cowen, David Woo, Jim Rickards, Neil Howe, and many others! Thank you so much for your support. 💙Julia

  • @wasti83
    @wasti83 2 дня назад

    great interview

  • @davidcpugh8743
    @davidcpugh8743 2 дня назад

    Ackman is brilliant. Having run a portfolio, he nails it.

  • @jonathanrabbitt
    @jonathanrabbitt 2 дня назад

    "If the Fed can't bring inflation down to 2% without destroying the economy..." You have to destroy/excise the Ponzi elements of the economy in order to have stable prices and modest interest rates. There's no other way to do it. If you have to lower interest rates to save the economy; you're just pandering to the Ponzi elemnts of it. Debt accumulation is not productivity.

  • @Tenebrousable
    @Tenebrousable 3 дня назад

    Why is it called white paper? That's the colour of the paper.

  • @jmwSeattle
    @jmwSeattle 3 дня назад

    No, they were indoctrinated against America in school. Bumped out.

  • @Ironboots123
    @Ironboots123 3 дня назад

    The disappointment with Trump is the swamp isn’t drained yet. Unfortunately the swamp includes both Democrats and Republicans. The whole system needs overhauled and to begin with no more lobbyists permitted. Secured borders and send them back across the border by the way they came in and increase penalties for coming back in. Stop exporting American oil. Stop allowing foreigner companies to buy property. 15% flat federal tax on income and capital gains. State tax on consumption and place ceilings on property taxes and college tuition. Colleges rob Peter to pay Paul.

  • @heinzbucksandcastle2053
    @heinzbucksandcastle2053 3 дня назад

    I have no interest in owning this stock market, where do you really expect it to go from here? Down.

  • @michaelbananas461
    @michaelbananas461 3 дня назад

    JP Morgan is the only bank which would potentially benefit in a market crash. Any run on deposits would disproportionately end up with the big banks, and JP in particular. Therefore, you could look at it like they are the least trusted, because they WANT a crash, but in the other hand, all the other forecasters desperately dont want a crash and are likely biased the other way. Furthermore, jamie dimon is about to retire and like powell at the fed, men soon to retire think in terms of a legacy based in truth. Therefore, you see them doing and saying things that a younger man with more to lose would never say for political reasons...

  • @markburnham7512
    @markburnham7512 4 дня назад

    No. If your business model requires cheap money to succeed, it's a bad business model.

  • @jsacodes916
    @jsacodes916 4 дня назад

    I’m curious what his thoughts are now on the current state of the economy.

  • @konbattles1570
    @konbattles1570 4 дня назад

    Mike. You are spot on. Awesome analysis.

  • @minnesotasalamander5913
    @minnesotasalamander5913 4 дня назад

    Good interview.

  • @Dentalcoverage4u
    @Dentalcoverage4u 4 дня назад

    Women will be the demise of Trump in November. Watch n learn 🤡🔥

  • @blackmommabrands
    @blackmommabrands 4 дня назад

    Wow, amazing interview !

  • @user-ov7fd9of5u
    @user-ov7fd9of5u 4 дня назад

    Mike must be making stories up about Social Security-otherwise wouldn’t our really smart politicians be talking about their plan to fix? Oh they don’t have a plan! My bet is they won’t let it be cut or raise revenue. Big can kicked down big road-has he heard of monetizing debt?

  • @user-ov7fd9of5u
    @user-ov7fd9of5u 5 дней назад

    200k salary in Mountain View CA is not gonna buy the starter house, but you can park an RV on a street. I’m a truck driver with 2 paid off homes and just got a Uber ride in Sacramento by a cell biologist with a masters degree who had a job in his field

  • @thomasmazzola4760
    @thomasmazzola4760 5 дней назад

    Bitcoin is not an asset. It’s nothing but computer code. It has no value you people are morons for buying into this Ponzi scheme.

  • @jonvonderhaar7060
    @jonvonderhaar7060 5 дней назад

    Great interview.

  • @emcardleinvest
    @emcardleinvest 5 дней назад

    Great guest. I always learn something from Mike.

  • @andrewmendoza9480
    @andrewmendoza9480 6 дней назад

    Sounds like this economy is a lot like a bicycle, if momentum forward is lost, we’re gonna fall over hard.

  • @crashingatom6755
    @crashingatom6755 6 дней назад

    It is absolutely embarrassing how guys will just watch these videos and fawn because there's a 7 on the screen. This is no better than Fox news putting models with >80 IQ on their shows. The doe-eyed nodding is just sad, especially when Dr Hunt is explaining all the intricacies of his macro work. This is sad. LUL