The Julia La Roche Show | Going Forward... @TheJuliaLaRocheShow | Uploaded August 2023 | Updated October 2024, 1 hour ago.
Hey everyone!

This isn't a typical episode. I just wanted to take a moment to express my gratitude for you all helping me reach 10,000 subscribers on the exact one-year anniversary of the show. I also want to share some background on why I started this channel and give a preview of what's coming up next week. Thank you all for your kind words and support. It's truly a dream to be able to do this week after week.

Julia

Kyle Bass On China: We Sit At A Hinge In History Right Now

How Liquidity Drives Markets And Where Were Likely Headed

Herb Greenberg On The Golden Era Of Business Journalism

The Fed Is Trapped And Unable To Fight Inflation | Bill Fleckenstein

Why We Could Have A Worse Recession Than Investors Anticipate

A Too Strong Economy The Biggest Risk For Investors? | Bob Elliott

Is The Feds Next Move A Rate Hike? | Andreas Steno

Charles Payne: We Dont Realize How Great We Have It

Analyst Who Nailed 2016 & 2020 U.S. Elections Sees Huge Economic Headwind With 2024 Vote | David Woo

Willem Middelkoop On Silicon Valley Bank Collapse, The Big Reset, And The Financial Endgame

$The Fed Jumped The Shark And Made A Terrible Mistake | Chris Whalen 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 Feds mistake by cutting rates, 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 endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.6% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 9/18/2024. A bond’s yield is a function of its market price, which can fluctuate, and a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Stanley Middleman book: https://www.amazon.com/Seeing-Around-Corners-Achieving-Business/dp/B0D5PTSJVC/ 00:00 Introduction and welcome Chris Whalen 01:10 Macro view and Federal Reserve actions 02:56 Feds rate cut mistake and implications 05:14 Feds credibility and narrative challenges 07:12 Global economic outlook and banking sector issues 09:13 Inflation and its impact on different economic segments 12:09 Analysis of proposed first-time homebuyer policy 15:01 Discussion on oil markets and OPEC 16:48 US 10-year yields and mortgage rates 19:46 Outlook for upcoming bank earnings 22:19 Basel Accord and banking regulation issues 26:25 Market risks and bank solvency concerns 28:16 Implications of rising 10-year Treasury yields 30:36 2024 US election outlook and key issues 33:00 Closing thoughts and upcoming book releases$

Going Forward... @TheJuliaLaRocheShow