Best Nassim Taleb Podcasts (2025)

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#267 Danielle DiMartino Booth & George Goncalves: Fed Is 'Behind the Curve' as We're Already in Recession and There's More Than One Economy in America 48:32

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5d ago48:32

48:32

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook. Sponsors: Monetary Metals: https://monetary-metals.com/ju…

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Gummo - Hacking, The Fight for Privacy, and Quantum Computing 1:02:55

6d ago1:02:55

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The digital world we inhabit grows more complex by the day, with threats evolving at breakneck speed. In this profound conversation, I'm joined by the legendary hacker known as Gummo - a figure whose journey from desperate teenager to Bitcoin billionaire to digital guardian defies easy categorization. Gummo's story begins with heartbreak. Left alon…

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#266 Rick Rule: '10 Years of Reckoning' Ahead - Why Gold Could Hit $10,000 57:50

7d ago57:50

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Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show for episode 266 for his quarterly appearance. In this episode, Rule predicts the US dollar will lose 75% of its purchasing power over the next decade, similar to the 1970s crisis. He explains that $130 trillion in total government liab…

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Chris Rawlinson - 42: The Answer to Everything (Including Education) 1:08:16

10d ago1:08:16

1:08:16

Ever wondered why traditional education still looks largely unchanged since the industrial revolution? Chris Rawlinson, founder of 42 Courses, takes us on a fascinating journey from his days as an Ogilvy advertising executive to revolutionising online learning through behavioural science. Rawlinson explains how applying advertising principles to ed…

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#265 Steve Hanke: Regime Uncertainty, 80% Recession Probability & How To Fix Monetary Policy 47:11

12d ago47:11

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Professor 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 265 to discuss the economy and his new book "Making Money Work: How to Rewrite the Rules of Our Financial Sy…

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#264 Chris Whalen: No Fed Cuts Coming, Silent Subprime Crisis Brewing & Why Gold Still Wins 30:37

14d ago30:37

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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog and author of "Inflated: Money, Debt and the American Dream," returns to the show with a monthly update on markets and the economy. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia In this episode, Whalen a…

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#263 Lawrence Lepard: Get Ready for The Big Print, The Fall Of Fiat Currency, And The Rise Of Sound Money 56:59

21d ago56:59

56:59

Lawrence Lepard, author of "The Big Print," warns that America is witnessing the endgame of a decades-long monetary experiment that has created massive wealth inequality and put the country on an inevitable path toward high inflation. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: X: https://x.c…

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#262 George Noble: We're In A Regime Shift — End of US Dominance And Now Is The Time For Gold And Foreign Markets 48:09

25d ago48:09

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George Noble, CIO of Noble Capital Advisors, argues we're in a regime shift where US exceptionalism is ending. He sees global rotation away from dollar assets as foreign capital heads home. He expects bond yields to rise significantly until markets force politicians' hands, recommending investors get out of paper money and into scarce assets like g…

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#261 Mel Mattison: "We're Just Beginning to Inflate" a Massive Asset Bubble - S&P 7000, Bitcoin $150K, Gold $3500 57:57

27d ago57:57

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Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset bubbles rather than economic collapse. He correctly predicted the S&P's drop to 5,000 in early 2025 and expects it to reach 7,000 by year-end, driven by Trump administration policies that priori…

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#260 David Woo: Stock Market Making "Huge Mistake" On Trade War - Next 6 Weeks Are Going To Be Scarier 59:08

1M ago59:08

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Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 260 to discuss tariffs, markets, and geopolitics. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://…

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#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons 57:02

1M ago57:02

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Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national d…

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Megan Preston Meyer - Uncertainty, Supply Chains, and Stories that Matter 53:03

1M ago53:03

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What happens when a data analytics expert trades boardrooms for bedtime stories? In this captivating conversation, Megan Preston Meyer reveals her remarkable journey from corporate number-cruncher to children's book author with a fascinating twist. For over a decade, Megan worked in analytics and supply chain management, helping companies extract v…

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#258 Chris Whalen: No Recession, Tariffs Just 'a Distraction,' Why Stocks Rise & Gold Is 'a Great Trad 39:14

1M ago39:14

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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show to discuss his newly released book "Inflated: Money, Debt and the American Dream." Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: kalshi.com/julia In this episode, Whalen offers a contrarian perspective on cu…

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#257 Dr. Edward Altman: We're Entering The 'Stressed' Zone In The Credit Cycle, Why Bankruptcies Last Year Exceeded Financial Crisis Levels, And And Why Defaults Lead Recessions 1:03:25

1M ago1:03:25

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Dr. Edward Altman, creator of the Z-Score bankruptcy prediction model and Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, joins Julia La Roche on episode 257 for an in-depth discussion on where we are in the credit cycle. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In th…

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#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red 43:56

2M ago43:56

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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia DiMartino Booth argues that Fed monetary policy remains overly restrictive whil…

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#255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets 1:02:12

2M ago1:02:12

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Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 255 where he discusses what he calls a fundamental "100-year pivot" reshaping the global landscape. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Williams warns that we've …

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#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum 1:02:29

2M ago1:02:29

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In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an economic "interregnum" where five convergent forces are aligning to depress growth. Dr. Hunt methodically explains how tariffs will ultimately prove deflationary rather than inflationary, why t…

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#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It' 47:00

2M ago47:00

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Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, war…

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#252 Melody Wright: The U.S. Housing Market Is In A Massive Bubble 29:27

2M ago29:27

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Melody Wright joins Julia La Roche on episode 252 to discuss the state of the U.S. housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Melody debunks the "inventory shortage" myth in housing and reveals startling truths about the current market. She explains how March home s…

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Leila Johnston - Freelance Writing, AI Anxiety, and the Library of Mistakes 53:49

2M ago53:49

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What if the greatest threat to creative careers isn't competition but rather the rapid advancement of technology itself? In this thought-provoking conversation, wordsmith Leila Johnston pulls back the curtain on the real world of freelance writing. Leila's journey from journalism to digital copywriting reveals the psychological challenges of freela…

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#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already? 58:47

2M ago58:47

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Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy. Sponsor: This ep…

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#250 Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next 37:45

2M ago37:45

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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Ch…

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#249 Dr. Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries 43:21

2M ago43:21

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Legendary economist 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 249 to discuss the state of the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Dr. Shilling explains …

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#248 Larry McDonald on America's Market Wake-Up Call 42:37

2M ago42:37

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New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US m…

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#247 Chris Whalen: Tariffs Are a Distraction - The Real Story Is America's Retreat from Global Currency Dominance 33:33

3M ago33:33

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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 247 to discuss tariffs, markets, and the economy. Sponsor: This episode is brought to you by Monetary Metals. ⁠https://monetary-metals.com/julia⁠ Chris Whalen explains why the tariff debate is largely a …

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#246 Jim Rickards on MAGANOMICS: Tariffs Are America's Comeback Plan, Gold Party Just Getting Started, And The Time Bomb Nobody Sees Coming 1:03:25

3M ago1:03:25

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Jim Rickards returns to The Julia La Roche Show to discuss "MAGAnomics" - the multi-faceted economic strategy of the Trump administration. Rickards explains the three-legged stool of Trump's economic policy: Bessent's 3-3-3 Plan, Navarro's tariff strategy, and Miran's "Mar-a-Lago Accord." He warns of a potential "time bomb" in the financial system …

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#245 Axel Merk: Axel Merk: How Trump's Trade Policies Could Disrupt Global Financial Plumbing 34:26

3M ago34:26

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Axel Merk, CIO and founder of Merk Investments with over $2 billion in AUM, shares his perspective on the current macro landscape. He explores how Trump's executive policies around trade and tariffs might alter the "plumbing" of the global financial system, potentially disrupting international capital flows that have long benefited the US. Merk dis…

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#244 Peter Boockvar: Three Major Market Shifts Creating Recession Risk 34:52

3M ago34:52

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Peter Boockvar explains why investors must discard the playbook that has worked for the past few years due to three major shifts: the end of the MAG7 tech trade, potential cuts in government spending, and declining foreign flows into US assets. Boockvar notes that these seven stocks reached 35% of the S&P 500 - exceeding the concentration seen in M…

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#243 Jim Bianco: The Status Quo Cannot Hold - Major Economic Realignment Underway 57:37

3M ago57:37

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Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 242 to discuss the markets and the economy. He explains why America's K-shaped economy - where the top 10% drives 50% of retail sales - has made the status quo unsustainable. He argues Trump's policies reflect the reality that our $36 trillion debt has become a…

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#242 Lynette Zang: 'We're at the End of the Dollar's Life Cycle' - Gold's Fundamental Value of $40,000+ and Coming Hyperinflationary Depression? 1:04:31

3M ago1:04:31

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Lynette Zang, financial analyst and economist, explains why the US dollar is at the end of its life cycle, with only 3 cents of purchasing power remaining from the original dollar. She details how currency collapses follow predictable patterns, with the current system having effectively died in 2008. Zang calculates gold's fundamental value at over…

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#241 Chris Whalen: No Recession This Year, Fed 'Playing Chicken' With Trump, No 'Big Selloff' Expected Without External Event 32:42

4M ago32:42

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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 240 to discuss markets and the state of the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Whalen explains why market euphoria has faded under Trum…

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#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades 52:47

4M ago52:47

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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 Show where he analyzes global liquidity trends and warns of market risks ahead. Howell explains we're entering an "air pocket" in global liquidity despite the overall upward tre…

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#239 Jeff Snider: The 'Recovery' Was Artificial - We Never Left the Last Recession 50:08

4M ago50:08

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Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Snider explains why we never actually left the 2020 recession - the apparent recovery was an illusion …

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#238 Larry McDonald: Why Trump Needs a Recession to Fix the Economy 34:56

4M ago34:56

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New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy…

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#237 Dr. Judy Shelton: We're at a Monetary Crossroads, It's Time to Audit the Fed, and Demand Sound Money 33:30

4M ago33:30

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Dr. Judy Shelton, senior fellow at the Independent Institute and author of "Good as Gold: How To Unleash The Power of Sound Money," explains why the U.S. stands at a monetary crossroads requiring fundamental reform. She critiques the Federal Reserve's practice of paying banks billions not to lend, the distortionary effects of currency manipulation …

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#236 Bob Elliott: 'Curb Your Enthusiasm' as Negative Growth Surprise Ahead 34:41

4M ago34:41

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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 236. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ell…

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#235 Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected 34:44

4M ago34:44

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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 235 to discuss mounting signs of disinflation and labor market stress in early 2025. She points to falling rents, rising vacancy rates, and a wave of both private and public sector job cuts that could for…

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#234 Bill Fleckenstein: 'Doing Less Rather Than More' as Markets Enter Honeymoon Period | Gold's Strange Strength, Government Waste, and the Passive Bid Risk 46:02

4M ago46:02

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Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 234 to discuss markets in 2025. He explains why he's waiting to see how new government initiatives play out before taking strong market positions, while maintaining significant precious metals exposure. Fleckenstein emphasizes that the p…

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#233 Michael Pento: The Great Asset Bubble Reckoning is Coming, Why We Could See A 50% Correction 37:34

4M ago37:34

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Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 233 where he delivers a stark warning about the state of financial markets. Pento challenges Fed Chair Powell's recent victory lap on inflation, pointing out that prices have remained above the Fed's 2% target for nearly four years. He outlines…

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Emanuel Derman - My Life as a Capetonian 58:19

5M ago58:19

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Join us as we uncover the intriguing journey of Emanuel Derman, a pioneering figure in quantitative finance. Emanuel shares his compelling transition from a physicist to a quant, offering a firsthand look at how Wall Street came to embrace PhD physicists as essential contributors. Through entertaining anecdotes and insightful reflections, Emanuel i…

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#232 Ed Dowd: Why The Next Recession Is Different — The Coming Economic Reset in 2025 56:50

5M ago56:50

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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 232 to his macro thesis for 2025 and beyond. Dowd explains why he believes the US economy was propped up by unsustainable factors under the B…

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#231 Chris Whalen: Fed 'Playing Chicken' with Liquidity as High Debt Levels Persist, Balance Sheet Shrinks 32:24

5M ago32:24

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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins Julia La Roche for episode 231 where he shares his perspective on the economic and market implications of President Trump's pivot back to 19th century-style tariffs. Whalen argues that while tariffs are unlikely to significantly slow the US eco…

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Common Stocks and Uncommon Profits by Philip A. Fisher 6:40

5M ago6:40

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“Common Stocks and Uncommon Profits” by Philip A. Fisher emphasizes the importance of investing in companies with strong growth potential over the long term. Fisher introduces the concept of “scuttlebutt,” or the practice of gathering information from various sources to gauge a company’s investment potential. He outlines 15 points to look for in a …

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The Little Book That Still Beats the Market by Joel Greenblatt 7:02

5M ago7:02

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“The Little Book That Still Beats the Market” by Joel Greenblatt presents a straightforward investment strategy known as the “Magic Formula,” designed to outperform the market. This formula focuses on buying good companies at bargain prices, specifically looking at high return on capital and high earnings yields to pick stocks. Greenblatt explains …

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#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut 54:13

5M ago54:13

54:13

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 230 for an in-person Fed day analysis following the January FOMC meeting. She breaks down Powell's press conference, newly released 2019 Fed transcripts, and signals of labor market weakness that official…

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#229 David Woo: DeepSeek's Massive Macro Implications, Trump 2.0 Challenges, and Top Trade Ideas 1:13:58

5M ago1:13:58

1:13:58

Macro trends blogger and economist David Woo, CEO of David Woo Unbound, joins Julia La Roche on episode 228 in a two-part interview. On Monday, he rejoined to provide analysis on China's DeepSeek AI breakthrough and the massive macro implications. On Friday, he provided a deep dive into Trump's second term strategy and the global chess moves, from …

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A Random Walk Down Wall Street by Burton G. Malkiel 8:30

5M ago8:30

8:30

“A Random Walk Down Wall Street” by Burton G. Malkiel advocates for the efficient market hypothesis, which suggests that stock prices reflect all available information and are thus inherently unpredictable. Malkiel argues that, due to market efficiency, it’s unlikely for investors to consistently outperform the market through either technical analy…

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The Essays of Warren Buffett by Warren Buffett 8:12

5M ago8:12

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“The Essays of Warren Buffett” is a collection of letters from Warren Buffett to Berkshire Hathaway shareholders. In these letters, Buffett discusses his fundamental investment strategies and business principles, emphasizing value investing and prudent corporate governance. He advises on understanding a company’s intrinsic value, maintaining a stro…

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#228 Steve Hanke: 'It's Going To Be A Year Of Investing Dangerously' — Bubble Detector At Highest Levels 36:20

5M ago36:20

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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 227 to shares his outlook for the US economy and financial markets in 2025. Applying his famed "quantity theory of mon…

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#227 Ted Oakley: Almost Everybody is Complacent Right Now 52:13

5M ago52:13

52:13

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans spark…