The Only Way Out Is A Reckoning | Matt Higgins @TheJuliaLaRocheShow

The Julia La Roche Show | The Only Way Out Is A Reckoning | Matt Higgins @TheJuliaLaRocheShow | Uploaded September 2023 | Updated October 2024, 1 day ago.
Wall Street Journal bestselling author Matt Higgins, author of “Burn the Boats” and co-founder and CEO of RSE Ventures — a private investment firm that focuses on sports and entertainment, media and marketing, food and lifestyle, and technology — joins Julia La Roche for episode 103 for a wide-ranging discussion on the economy, the consumer, artificial intelligence, and unlocking your individual potential.

Links:
Burn the Boats: amazon.com/Burn-Boats-Overboard-Unleash-Potential/dp/006308886X?
Matt Higgins on X: twitter.com/mhiggins
Matt Higgins on LinkedIn: linkedin.com/in/matt-higgins-rse
RSE Ventures: rseventures.com

Timestamps:
0:00 Welcome Matt Higgins
1:16 Macro view
2:29 The consumer is laboring under a mountain of debt
5:00 Housing market at a stalemate
6:03 “‘Soft landing’ is a euphemism for 'soft peddling'”
8:50 Valuations
10:45 Purpose of raising rates
13:12 Only way out is a reckoning
13:45 How is Matt Higgins preparing?
15:45 Bullish long-term
17:30 Greatest catalyst of wealth creation in our lifetime
20:12 Burn The Boats book
25:30 Metaphorical boats that hold you back
31:09 Career
35:50 The education system not designed to meet a student where they are
38:30 Opening up
41:30 The most important skills of a founder
42:45 Rex Ryan
46:15 Best part of the book
48:40 Parting thoughts

A quick correction: I mistakenly referred to an episode featuring Peter Cecchini in a discussion about the consumer. The episode I should have referred to would have been the most recent Larry McDonald episode (ep. 101). I apologize for the error. -Julia

$A Recession Is Still On The Way — What The Money Supply Tells Us About The Economy | Steve Hanke 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 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://x.com/steve_hanke Capital, Interest, and Waiting: Controversies, Puzzles, and New Additions to Capital Theory https://link.springer.com/book/10.1007/978-3-031-63398-0 Making Money Work: How to Rewrite the Rules of Our Financial System: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260 https://www.barnesandnoble.com/w/making-money-work-matt-sekerke/1146170520 Timestamps: 00:00 Introduction and welcome Professor Hanke 02:06 Discussion on Chinas economy and inflation 04:29 U.S. economy and money supply contraction 07:29 European economic situation 10:41 Focus on money supply vs interest rates 15:59 Discussion on job report revisions and data reliability 21:17 Inflation forecast and bond yields 25:57 Feds record on predicting economic trends 27:29 Book recommendations on economic theory 31:57 Analysis of upcoming election (polls vs prediction markets) 38:17 Economic policies of candidates 42:40 Industrial policy and protectionism 45:15 Government spending as percentage of GDP 48:40 Parting thoughts and new book announcements 50:22 Closing remarks$

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