Best Andrew Hathaway Podcasts (2024)

1
#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

11d 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…

1
Creating the Berkshire Hathaway Model in Real Estate with Dan Joseph, Co-Founder of Corridor Ventures and Apparent Capital 30:35

23d ago30:35

30:35

In this episode of Real Talk, I speak with Dan Joseph, Co-Founder of Corridor Ventures and Apparent Capital. Corridor Ventures is a real estate investment and operating company that creates unique opportunities to invest in real estate and adjacent assets, with a sharp focus on aligning our interests with those of our partners. Apparent Capital is …

1
2024 - Matt Stephenson - Josh Stade Danny Benedict IWK250 - Lane Zardo Aaron Willison 1:59:23

4h ago1:59:23

1:59:23

This Broadcast Aired Live Sun. July 14th 2024 - RTR Live 5pm ET With Your Host Joe Chisholm Featuring: - Josh Stade No.17 and Danny Benedict No.54 will be running with the East Coast International Pro Stock Tour at Riverside International Speedway in the 2024 IWK250 - Matt Stephenson No.91 won the Western Rattler 300 at Penticton Speedway in BC cla…

1
China Moon (1994) Ed Harris, Madeline Stowe, & Benecio del Toro 48:02

1h ago48:02

48:02

Hosts Sonia Mansfield and Margo D. wear mismatched socks and an ankle holster while dorking out about 1994’s CHINA MOON, starring Ed Harris, Madeleine Stowe, and Benicio del Toro. Also discussed: MASTERMIND on Hulu, MAXXXINE in theaters, BELOW DECK MED on Bravo, and LOVE ISLAND USA on Peacock. Dork out everywhere … Email at dorkingoutshow@gmail.com…

1
#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation 48:33

4d 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…

1
#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year 30:43

4d 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:/…

1
Beverly Hills Cop (1984) with Adam Riske from F This Movie (Replay) 1:27:13

6d ago1:27:13

1:27:13

With BEVERLY HILLS COP 4: AXEL F dropping on Netflix, we figured it's the perfect time to replay this episode. We're dorking out about the original BEVERLY HILLS COP (1984) with our podcasting brother from another mother Adam Riske from F THIS MOVIE. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotif…

1
Launching a Debt Fund in Today’s Market with Vicky Schiff, CEO of Avrio Management 36:30

10d ago36:30

36:30

In this episode of Real Talk, I speak with Vicky Schiff, CEO of Avrio Management. Avrio’s mission is to acquire or originate debt instruments with stable and predictable returns and strong principal protection while overlaying ESG tools and a proprietary process in keeping with their philosophy of targeting strong risk-adjusted returns and “Measuri…

1
Foul Play (1978) Chevy Chase & Goldie Hawn. Plus, The Bear Season 3, Celine Dion, and More Recs! 1:07:27

13d ago1:07:27

1:07:27

Hosts Sonia Mansfield and Margo D. are ready to take a chance again and dork out about 1978’s FOUL PLAY, starring Goldie Hawn, Chevy Chase, Burgess Meredith, Brian Dennehy, and Dudley Moore. Also discussed: THE BEAR Season 3, BELOW DECK MED, LOVE ISLAND USA, and Celine Dion’s documentary on Prime. Dork out everywhere … Email at dorkingoutshow@gmail…

1
#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead 47:19

16d 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…

1
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 26:06

18d ago26:06

26:06

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
#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

18d 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…

1
2024 Nicholas Naugle Andrew Ranger Danny Chisholm Matthew Shirley Trevor Seibert 2:01:49

20d ago2:01:49

2:01:49

With Your Host Joe Chisholm To Watch This Broadcast See: https://www.youtube.com/watch?v=i8HmA02GXyY - Nicholas Naugle wins Maritime Pro Stock Tour at Scotia - Andrew Ranger wins NASCAR Canada series event at Eastbound - Danny Chisholm ready for NASCAR Canada at Riverside International Speedway - Matthew Shirley will race NASCAR Canada at Saskatoon…

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Presumed Innocent (1990) Harrison Ford, Greta Scacchi, Raul Julia, & Brian Dennehy 1:18:42

20d ago1:18:42

1:18:42

Objection, your honor! Hosts Sonia Mansfield and Margo D. dork out about 1990’s PRESUMED INNOCENT, starring Harrison Ford, Bonnie Bedelia, Brian Dennehy, Greta Scacchi, Paul Winfield, and Raul Julia. Also discussed: PRESUMED INNOCENT on Apple+, AMERICA’S SWEETHEARTS: THE DALLAS COWBOY CHEERLEADERS on Netflix, THE BIKERIDERS, PERFECT WIFE on Hulu, a…

1
#177 Mike Green: Passive Investing Has Turned The Market On Autopilot 49:02

25d 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…

1
Can't Hardly Wait (1998) Jennifer Love Hewitt, Seth Green, Ethan Embry, & Lauren Ambrose 1:13:44

26d ago1:13:44

1:13:44

Hosts Sonia Mansfield and Margo D. listen to Smash Mouth and dork out about 1998’s CAN’T HARDLY WAIT, starring Ethan Embry, Jennifer Love Hewitt, Lauren Ambrose, Seth Green, Peter Facinelli, and Charlie Korsmo. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotify Tune In Stitcher http://dorkingoutshow…

1
2024 Dan McHattie Wins United Racing Series - Mike James Carson Nagy James White 2:00:34

27d ago2:00:34

2:00:34

Sunday June 16th 2024 Aired Live 5pm ET Race Time Radio With Your Host: Joe Chisholm and Co-Host Joe Chisholm Jr 'Happy Fathers Day Edition' To Watch This Broadcast Now: https://www.youtube.com/watch?v=xP__uuy8RLs Featuring: - Dan McHattie wins the APC United Racing Series at Peterborough Speedway - Carson Nagy claims Dayco Super Stock Series victo…

1
What’s Really Happening in the Multifamily Industry with Leading Economist Jay Parsons of Madera Residential 35:47

1M ago35:47

35:47

In this episode of Real Talk, I speak with Jay Parsons of Madera Residential, a Lubbock, Texas-based property investment company with offices in Dallas and Houston that specializes in investing in and transforming apartment communities across Texas and beyond. We discuss: * Why there is a disconnect between the Fed and property owners as it relat…

1
#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

1M 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…

1
#175 Chris Whalen: 'We're Hiding A Lot' — Why Commercial Could Be The Next Source Of The Financial Crisis In This Country 33:05

1M 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…

1
2024 Jarrett Butcher Lance Erskine Trevor Collver TreytenLapcevich Aaron Willison Jake Hooker 2:01:20

1M ago2:01:20

2:01:20

Race Time Radio This Broadcast Aired on Sunday June 9th 2024 - With your host Joe Chisholm Featuring; - Jarrett Butcher winner at Scotia Speedworld in East Coast Int'l Pro Stock Tour - Lance Erskine won at Ohsweken Speedway - Trevor Collver takes Victory at Delaware Speedway - Treyten Lapcevich spots for Glenn Styres at Flamboro United Racing Serie…

1
Back to the Beach (1987) Frankie Avalon, Annette Funicello, Lori Loughlin, Demian Slade & Pee Wee Herman 52:22

1M ago52:22

52:22

Hosts Sonia Mansfield and Margo D. drink two Stunned Mullets and dork out about 1987’s BACK TO THE BEACH, starring Frankie Avalon, Annette Funicello, Lori Loughlin, Demian Slade, and Connie Stevens. Also discussed, HIT MAN, PERFECT MATCH, and THE FIRST OMEN Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker…

1
Running a Student Housing Platform with Grant Collard, CEO of Redstone Residential 36:34

1M ago36:34

36:34

In this episode of Real Talk, I speak with Grant Collard, CEO of Redstone Residential, an integrated multi-family and student housing real estate firm that acquires, develops, and operates residential projects in sixteen states. We discuss: * Why student housing asset class is stronger than traditional multi-family * The ability to concurrently own…

1
#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You 43:40

1M 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/…

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

1M 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:…

1
Terminator 2: Judgment Day (1991) Arnold Schwarzenegger, Linda Hamilton, & Edward Furlong 1:06:47

1M ago1:06:47

1:06:47

Hosts Sonia Mansfield and Margo D. need your clothes, your boots, and your motorcycle because they’re dorking out about 1991’s TERMINATOR 2: JUDGMENT DAY, starring Arnold Schwarzenegger, Linda Hamilton, Edward Furlong, and Robert Patrick. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotify Tune In St…

1
Processing Entitlements with Dana Sayles, Founder of Three6ixty 39:09

2M ago39:09

39:09

In this episode of Real Talk, I speak with Dana Sayles, founder and owner of three6ixty. Three6ixty provides service for every aspect of the development process from land acquisition through finished product. They specialize in complex projects including multi-family residential and mixed-use developments, commercial/creative office space, food-ser…

1
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 28:33

2M ago28:33

28:33

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
9 to 5 (1980) RIP Dabney Coleman; Plus, Lily Tomlin, Jane Fonda, and Dolly Parton (Replay from 2019) 43:51

2M ago43:51

43:51

Hosts Sonia Mansfield and Margo D. pour themselves a cup of ambition and dork out about "9 to 5," starring Dolly Parton, Lily Tomlin, Jane Fonda, and Dabney Coleman (RIP). Dork out everywhere … Subscribe on Apple Podcasts and Spotify http://dorkingout.com/ https://twitter.com/dorkingoutshow https://www.facebook.com/dorkingoutshow…

1
Ep 452. Analyzing Debt: Optimal Capital Structures 23:17

2M ago23:17

23:17

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
#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

2M 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…

1
The Emotional Journey of Running a Family Office with Joseph Tagliente, Principal of Tage Capital 45:33

2M ago45:33

45:33

In this episode of Real Talk, I speak with Joseph Tagliente, Principal of Tage Capital. We discuss: * The humbling beginnings of their first asset, a single Burger King franchise * How he built a hotel while going to the Cornell School of Hotel Administration * How he made the ultimate bet on himself by taking a 2nd mortgage on his personal residen…

1
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 50:33

2M ago50:33

50:33

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
#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

2M 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…

1
2024 Joe Chisholm Jr Cory McAllister Jr Farrelly Jr Fitzpatrick Grant Enfinger 2:01:20

2M ago2:01:20

2:01:20

2024 May 19th 2024 Race Time Radio Featuring: Joe Chisholm Jr fresh Back From Sunset and Canadian Tire Motorsport Park, Cory McAllister winner of the Ontario Sportsman Series, Jr Farrelly winner in the United Racing Series. Jr Fitzpatrick ran at Owosso Speedway in Michigan. Grant Enfinger finshes 2nd in the NASCAR Craftsman Truck Series. This video…

1
The Princess Diaries (2001) Anne Hathaway, Julie Andrews, Hector Elizondo, & Garry Marshall 1:06:34

2M ago1:06:34

1:06:34

Hosts Sonia Mansfield, Margo D., and Adam Riske from F This Movie put on a tiara and dork out about 2001’s THE PRINCESS DIARIES, starring Anne Hathaway, Julie Andrews, and Hector Elizondo. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotify Tune In Stitcher http://dorkingoutshow.com/ https://bsky.app…

1
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 1:08:02

2M ago1:08:02

1:08:02

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong 38:55

2M 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…

1
Providing Multi-Family Housing in Today’s Market with Sean Burton, CEO of Cityview 33:05

2M ago33:05

33:05

In this episode of Real Talk, I speak with Sean Burton, CEO of Cityview, a vertically integrated real estate investment management and development firm focused on multifamily housing in gateway markets in the Western U.S. We discuss: * Emerging trends in the multi-family transactional market * Over-supply in the Sun Belt but a housing crisis in gat…

1
#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence 31:45

2M 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:…

1
2024 - AshtonTucker Gary Adeianensen Trevor Collver Andrew Ranger, Austin MacDonald 2:00:53

2M ago2:00:53

2:00:53

Sunday May 12th 2024 With Your Race Time Radio Host Joe Chisholm To Watch This Broadcast: https://www.youtube.com/watch?v=ZxXKNeNkOgw Featuring: AshtonTucker Gary Adeianensen Trevor Collver Andrew Ranger NASCAR Canada Austin MacDonald #Racing #Motorsports #RacingSeries #SportsBy Race Time Radio

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Wayne's World (1992) Mike Myers, Dana Carvey, Tia Carrere, Rob Lowe, & Penelope Spheeris 1:14:53

2M ago1:14:53

1:14:53

Party time! Excellent! Hosts Sonia Mansfield and Margo D. are dorking out about 1992’s WAYNE’S WORLD, starring Mike Myers, Dana Carvey, Tia Carrere, and Rob Lowe. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotify Tune In Stitcher http://dorkingoutshow.com/ https://bsky.app/profile/dorkingout.bsky.s…

1
Ep 449. Focused Compounding's Plan for Parks! America 46:11

2M ago46:11

46:11

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused…

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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

2M 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…

1
Disintermediating the Residential Brokerage Industry with Jack Ryan, CEO of Rex Homes 38:41

2M ago38:41

38:41

In this episode of Real Talk, I speak with Jack Ryan, CEO of Rex Homes. We discuss: * Jack’s views on how the Residential Brokerage Industry is a bigger cartel than OPEC * Current status of antitrust litigation concerning residential brokerage commissions * Jack’s book – “Bringing Adam Smith Into the American Home: A Case Against Home Ownership" Le…

1
#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble 21:47

2M 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…

1
Moneyball (2011) Brad Pitt, Philip Seymour Hoffman, and Jonah Hill 1:07:36

2M ago1:07:36

1:07:36

Hosts Sonia Mansfield and Margo D. get romantic about baseball and dork out about 2011’s MONEYBALL, starring Brad Pitt, Jonah Hill, Chris Pratt, and Phillip Seymour Hoffman. Dork out everywhere … Email at dorkingoutshow@gmail.com Subscribe on Apple Podcasts Spreaker Spotify Tune In Stitcher http://dorkingoutshow.com/ https://bsky.app/profile/dorkin…

1
2024 Jr Farrelly DJ Kennington Josh Stade Amanda Balson Flamboro Speedway Steve Slaughter Classic 2:00:56

2M ago2:00:56

2:00:56

Race Time Radio Aired Sunday May 5th 2024 To Watch This Broadcast: SundayMay5th2024__RaceTimeRadio Featuring: JR Farrelly No.72 ready for APC United Racing Series and 6 shows at Oswego including the International Classic. DJ Kennington No.17 NASCAR Canada Series ready for Canadian Tire Motorsport. Josh Stade No.17 announces exciting new sponsorship…

1
#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

2M 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…

1
#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

2M 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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