Les meilleurs podcasts Hugh Hendry (2024)

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Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation 1:04:42

27d ago1:04:42

1:04:42

Step into the dim glow of our dive bar of financial musings in the humid, Caribbean night air, where the ACID Capitalist, Hugh Hendry, the sardonic Brent Johnson (@SantiagoAuFund), and the ever-perceptive Tracy Shuchart (@chigrl) huddle over a table of half-empty glasses and half-baked theories. This is a raw, unfiltered exploration into the underb…

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

2d 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

9d 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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A Different Perspective with Dr Daniel Daniel, The Crypto Investing Program 1:01:53

9d ago1:01:53

1:01:53

This week Nick talks to Dr Daniel Daniel Dr Daniel Daniel has over 24 years in dentistry and a deep understanding of cryptocurrency. Daniel specialises in teaching busy professionals, like dentists, how to invest in crypto confidently. His journey started at Dalhousie University, where he developed a passion for math and finance before his Dentistr…

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

14d 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

16d 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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A Different Perspective with Magnus Houston, Alternative Investor and Entrepreneur 30:20

23d ago30:20

30:20

This week, Nick talks to Magnus Houston. Magnus has diverse career background that spans professional motorcycle racing for Suzuki GB, where he competed in a support race to the World Superbikes, and self-taught creel fishing. He has founded and managed multiple seafood companies and has experience in the alternative investment sector. Additionally…

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

23d 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

28d 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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#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…

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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

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/…

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#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:…

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A Different Perspective with Marc Adams, CEO of Acquisitions4you 53:44

1M ago53:44

53:44

This week Nick talks to Marc Adams Marc Adams is the CEO of Acquisitions4you, a specialized business consultancy firm that focuses on facilitating mergers and acquisitions (M&A) for small to mid-sized companies. They provide end-to-end support throughout the acquisition process, ensuring that their clients achieve strategic growth objectives. The f…

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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

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…

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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

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…

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A Different Perspective with the Acid Capitalist Hugh Hendry - The Macro Maze 1:10:36

2M ago1:10:36

1:10:36

This week Nick talks to long time friend of the show, Hugh Hendry the Acid Capitalist. Hugh Hendry is a prominent investor and hedge fund manager, best known for founding Eclectica Asset Management. Hendry gained considerable attention for his contrarian investment style and outspoken personality. He began his career at Baillie Gifford before movin…

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The ACID Capitalist Unplugged: Subscriber Q&A 6:21

2M ago6:21

6:21

Some folks possess the philosophers stone. Me? I just have this fabulous oversized sofa at Maison Blanc Bleu, and as this glorious weekend unfolds, I'm rolling out my life creed. Journeys morph and twist. I embarked on an epic voyage from a haunting housing project to a chouette Caribbean island. Sacrifices were made, asses were kissed, and I, a pr…

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#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…

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The Stoned Investor Sees All 30:38

2M ago30:38

30:38

Strap in for a wild ride through the cannabis revolution with Peter Barsoom, the mastermind behind 1906, where ancient botanicals meet modern science in a dazzling maze of Dadaist innovation. In this episode, Peter takes us behind the scenes of crafting cannabis products that aren't just about getting high—they're about elevating your well-being. F…

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#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:…

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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…

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A Different Perspective with Mark Sheppard, Fund Manager M&L Capital Management 51:15

2M ago51:15

51:15

In the 50th episode of A Different Perspective, Nick talks to Mark Sheppard. Mark is a certified chartered accountant with previous experience at Deloitte and ABN Amro Hoare Govett. He holds a degree in Economics from the University of Exeter and a BSc (Honours) in Computing & IT from the Open University. Mark is the Co/Founder of Manchester and Lo…

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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

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…

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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

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…

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Fools Gold: The ACID Capitalist Reveals How to Trade Gold 32:29

2M ago32:29

32:29

Welcome to a journey into the gold markets on today’s podcast, where I, alongside a valued member from the John Galt community, dive deep into the glittering realms of gold trading. For the next 50 minutes, we’re going to tackle some burning questions, slicing through the noise with sharp insights and fearless forecasts. Whether you're a battle-har…

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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

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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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage 33:39

3M ago33:39

33:39

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 su…

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#163 Professor Scott Galloway: We're Turning Into Something That's Not Very American 51:04

3M ago51:04

51:04

Scott Galloway, Professor of Marketing at NYU Stern School of Business, returns to the pod to join Julia La Roche on episode 163 to discuss his newest book, “The Algebra of Wealth: A Simple Formula for Financial Security.” The Algebra of Wealth book: https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024 0:00 Intro and welco…

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A Different Perspective with Brian Cook, fitness entrepreneur 46:06

3M ago46:06

46:06

Brian R. Cook is a seasoned entrepreneur with nearly three decades of experience, having launched close to 200 locations for various boutique fitness brands. He holds a B.S. in exercise physiology from Northeastern University and an M.B.A. from Babson College. His latest venture is StretchMed, a franchise specialising in 1-on-1 stretching sessions,…

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#162 Keith Fitz-Gerald, Investor Who Nailed 2023 Market Rally, Says The Fed Doesn’t Matter — Investing In Optimism Does 31:03

3M ago31:03

31:03

Keith Fitz-Gerald, principal of the Fitz-Gerald Group, shares his macro view of the world and the five big picture lenses through which he sees the world. He believes that investing in optimism and knowing where the world is going is better than trying to be right at specific moments in time. He emphasizes the importance of focusing on companies th…

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#161 Michael Howell On Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, Gold, The US Dollar 35:22

3M ago35:22

35:22

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche for episode 161 to discuss the global liquidity cycle and its impact on the economy. He explains that liquidity is a key driver of asset prices and that the current liquidity cy…

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Les Étoiles Vagabondes 31:31

3M ago31:31

31:31

Step off Wall Street's grimy sidewalks and plunge into the wilderness with the ACID Capitalist as your guide on another mind-bending journey. We've connected with Tom Morgan, a standout from this year's Ira Sohn conference and a fellow traveler lost in the financial wilds. Tom tells me that it's fantastic being telepathic, that he’s read my mind, t…

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#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation 43:42

3M ago43:42

43:42

Bill Fleckenstein, president and founder of Fleckenstein Capital, discusses the macro view of the world and the impact of the Federal Reserve's monetary policies. He criticizes the Fed for its incompetence and reckless policies that have led to the creation of two huge bubbles and misallocated capital. Fleckenstein also highlights the power of the …

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#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle 32:49

3M ago32:49

32:49

Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss the macro view of the economy, focusing on fiscal dominance. Alden highlights the wide performance gaps between sectors, which are influenced by fiscal and monetary policies. She discusses the implicati…

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A Different Perspective with Houman Ashrafzadeh, Co-Founder of Urban Greens and Founder of Padium 42:09

3M ago42:09

42:09

In this week's episode Nick talks to Houman Ashrafzadeh Houman is a serial entrepreneur with diverse experiences in business, finance, and management consulting, Houman has developed a unique skill set and a problem-solving approach to business challenges. Houman has current roles as Co-Founder of Urban Greens and CEO & Founder of Padium. Nick and …

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The Path to Serfdom 41:00

3M ago41:00

41:00

Dive into the vaults with the ACID Capitalist, as I resurrect a mentoring session from July '23, "The Path to Serfdom". The young Padawan and I dissect the how and why of the financial depression gripping the majority, questioning the orthodoxies that pin us down in a world seemingly designed by and for the elite. This isn't a chat; it's a rebel ye…

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#158 Larry McDonald: We’re Entering A Sustained Inflation Regime, Why Trillions Of Dollars Are Currently Misallocated, And The Opportunity Right Now In Hard Assets 34:35

3M ago34:35

34:35

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to discuss his newest book, “How To Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” According to McDonald, we’re in the financial equivalent of the “Fourth Turning,” where th…

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#157 Dr. Gary Shilling On The Hidden Flaws In The Economy 38:19

3M ago38:19

38:19

Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 157 for a wide-ranging conversation on the economy. In this episode, Dr. Shilling discusses the current economic picture, including the possibility of a soft landing and signs of a potential rec…

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#156 Tom McClellan On Why The Recession Is Still Coming And Why The Second Half Of 2024 Could Be Unpleasant For Stocks 45:54

4M ago45:54

45:54

Tom McClellan, editor of The McClellan Market Report and a prominent figure in stock market and technical analysis, joins Julia La Roche on episode 156. In this episode, Tom shares his views on the economy and markets in a presentation of charts, from the message crude oil prices send stocks to the Presidential Cycle Pattern and, of course, the fam…

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#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami' 34:07

4M ago34:07

34:07

Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer. Last year, she did not expect a recession because of the strong consumer. Today, she describes the economy as “bifurcated” because higher-earning households are driving consumer spending. Whitney also explores the housing market and pre…

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A Different Perspective with Giles English, Founder Bremont Watch Company 37:08

4M ago37:08

37:08

Giles and his brother Nick co-founded the Bremont Watch Company in 2002, specialising in the creation of luxury mechanical watches. As one of the select British watch manufacturers, Bremont was, in 2008, awarded the title of Best British Emerging Luxury Brand. By 2009, Bremont’s reputation for crafting classic aviation-inspired watches propelled th…

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#154 Dr. Art Laffer: We Are In The Middle Of A Massive Redistribution Revolution And It's Destroying Growth 1:04:40

4M ago1:04:40

1:04:40

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 154. 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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#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call 36:13

4M ago36:13

36:13

Amy Nixon, a housing and economic analyst, makes her first podcast appearance in six months after making a pivot on her deflationary recession call. In his episode, Amy discusses the current macroeconomic environment and the challenges it presents. She highlights the combination of tight monetary policy and loose fiscal policy as a significant fact…

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Acid Therapy - Episode 3 16:49

4M ago16:49

16:49

Welcome back, my enlightened audience, to another episode of Acid Therapy, where yours truly, The Acid Capitalist, delves once more into the mental maelstrom with Denise Shull's guidance. This episode serves as a serenade to the chaos of existence, exploring a myriad of topics from the rollercoaster of my personal life to the philosophical musings …

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#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History 47:01

4M ago47:01

47:01

Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, makes his debut on episode 152 of The Julia La Roche Show. In this episode, Hirschmann argues that we're currently in the most dangerous time in financial history and that three bubbles—stocks, real estate, and global bonds—could all burst. Hirschmann also makes the…

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A Different Perspective with Judith Batchelar OBE, Chair, Non Executive Director, Trustee and Advisor 39:12

4M ago39:12

39:12

This week, Nick talks to Judith Batchelar OBE. Judith Batchelar OBE is a distinguished figure with over 35 years of experience in the food and drink industry. Her career began in manufacturing before she transitioned into retail, working at Marks and Spencer. From 2004 to 2021, she was pivotal at Sainsbury’s as the Director of Sainsbury’s Brand, ov…

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#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom 53:09

4M ago53:09

53:09

Former hedge fund manager Whitney Tilson, now Editor at Stansberry Research, returns to The Julia La Roche Show for a wide-ranging discussion on the economy, markets, and common mistakes investors make. Whitney discusses the strength of the macro picture and the importance of not betting against America. In this conversation, Whitney shares stock p…

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Acid Therapy - Episode 2 31:39

4M ago31:39

31:39

Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise Shull. If you thought our first Tango-in-Paris was a trip down the rabbit hole, brace yourselves for a sequel that delves deeper into the psyche of trading, investing, an…

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Acid Therapy - Episode 1 31:17

4M ago31:17

31:17

Switching it up with a throwback from the archives. About a year ago, I had a series of 3 interviews with Denise Shull. She's a certified pro, cut from the same cloth as Wendy from Billions – you know, that HBO show about Bobby Axelrod, the hedge fund big shot. Denise even took a swing at the show's creators, claiming they owed her royalties for us…

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#150 Alfonso Peccatiello On The Risk of a Global Recession Triggered by China's Deleveraging And The Spillover Effects Not Many Are Paying Attention To 30:30

4M ago30:30

30:30

Alfonso Peccatiello, founder of the Macro Compass, discusses the macro view of the current market and investor expectations. He challenges the narrative of a structurally stronger US economy and presents a contrarian perspective. Peccatiello highlights the ambiguous data and warning signs in the economy, particularly in relation to China's delevera…

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