En iyi Ted And Carrie podcastleri (2024)

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#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can" 54:08

1d ago54:08

54:08

Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 121 to share his macro outlook and why he thinks we're headed for an Economic Singularity with the rise of AI. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨Paid endorsement for Public In…

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#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles 48:28

4d ago48:28

48:28

Bill Fleckenstein, president and founder of Fleckenstein Capital, returns to The Julia La Roche Show for episode 197. ✨ This episode is sponsored by Public.com. Lock in your 6.9% 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. …

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Making Fan-Favorite TV Series Fargo, The Big Door Prize and PEN15 with cinematographer Bella Gonzales 1:04:10

4d ago1:04:10

1:04:10

We welcome onto today's show Bella Gonzales, an accomplished director of photography whose remarkable work spans across several prestigious series. Bella is known for her exceptional contributions to episodic series such as FX's Fargo, Apple TV+'s The Big Door Prize, and Hulu's PEN15. Her unique vision and technical prowess have made her a standout…

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#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade' 1:02:55

11d ago1:02:55

1:02:55

Brent Johnson, founder and CEO of Santiago Capital, returns for episode 196, in which he discusses the current macro landscape, focusing on Fed policy, global markets, and his Dollar Milkshake Theory. He explores gold's role as a signal of economic stress, the dynamics of carry trades, and potential market volatility ahead. ✨ This episode is sponso…

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Elizabeth Olsen, Carrie Coon and director Azazel Jacobs talk making His Three Daughters 1:06:37

11d ago1:06:37

1:06:37

Elizabeth Olsen, Carrie Coon and director Azazel Jacobs talk making His Three Daughters. Alright, cinephiles, welcome back to The Filmmakers Podcast! This week, we're in for a treat as we delve into the world of "His Three Daughters" with the film's director, Azazel Jacobs, and two of its brilliant stars, Carrie Coon and Elizabeth Olsen. Carrie Coo…

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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

14d ago1:15:18

1:15:18

🔍 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…

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#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation 35:45

18d ago35:45

35:45

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing…

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'TOUCH' & 'BEAST' director/writer Baltasar Kormákur on going from indie films to studio films and back again. 49:23

18d ago49:23

49:23

On this weeks episode we are joined by director and writer Baltasar Kormákur. He talks to Dom Lenoir about going from indie films to studio films and back again with his latest film TOUCH. Baltasar has made films such as Contraband (2012), 2 Guns (2013), Everest (2015) and Beast (2022) and has worked with star-actors such as Mark Wahlberg, Denzel W…

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#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America 59:38

25d ago59:38

59:38

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. 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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Making indie feature 'Sing Sing' with non actors - Director Greg Kwedar, Producer Monique Walton and Writer Clint Bentley 1:15:08

25d ago1:15:08

1:15:08

This week we are joined by the team behind the superb prison drama Sing Sing! Dom Lenoir sits and chats with Producer Monique Walton and Writer Clint Bentley and also Director Greg Kwedar about how they made their movie starring Coleman Domingo, the difficulties of making an indie film in a prison with many non actors They talk about: Working with …

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#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now 48:11

30d ago48:11

48:11

✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. Tom i…

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#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy 1:00:50

1M ago1:00:50

1:00:50

Legendary economist Dr. Lacy Hunt, EVP and Chief Economist of Hoisington Investment Management Company, joins Julia La Roche on episode 192 for a wide-ranging discussion on the deteriorating economy. In this episode, Dr. Hunt explains that non-farm payrolls overshot by five standard errors, making it the worst miss since a 9 standard one for 2009, …

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From Failure to Prime No.1 movie success with 'Jackpot' Screenwriter and Exec Rob Yescombe 1:28:27

1M ago1:28:27

1:28:27

Screenwriter Rob Yescombe joins us the week to chat about going from failing with a game to succeeding with his screenwriting feature film 'Jackpot' starring John Cena and Awkwafina and directed by Paul Feig (Bridesmaids). Rob chats with Giles Alderson and Dom Lenoir about how he wrote Jackpot, where the idea came from and why it 'moved so quickly …

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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

1M ago1:39:12

1:39:12

🔍 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…

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Black Dog: The Making of an independent masterpiece with George Jaques and Ken Petrie. 1:42:29

1M ago1:42:29

1:42:29

On this weeks episode we chat with up and coming director and writer George Jaques and his producing partner Ken Petrie about their recently released indie feature film Black Dog. They talk with Giles Alderson and Dom Lenoir about raising funds, getting sales agents on board, the casting process and making your debut feature. They also talk about: …

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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37

1M ago1:39:37

1:39:37

🔍 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…

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#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You' 46:58

1M ago46:58

46:58

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique inve…

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#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction 50:50

2M ago50:50

50:50

Brian Wesbury, Chief Economist at First Trust Advisors LP, joins Julia La Roche episode 190 to discuss the macro picture and why the economy is likely headed toward recession. He also thinks this overvalued stock market could see a 15-20% correction. Links: website: https://www.ftportfolios.com/ blog: https://www.ftportfolios.com/retail/blogs/Econo…

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Ted Lasso, Scrubs and Bad Monkey writer & exec Bill Lawrence and actress Michelle Monaghan 1:06:59

2M ago1:06:59

1:06:59

Actress Michelle Monaghan (Kiss Kiss Bang Bang, Mission Impossible) & writer and exec producer Bill Lawrence (Scrubs, Ted Lasso) join Giles Alderson & Dom Lenoir to talk making their new series Bad Monkey. Michelle talks acting, improv, working with Vince Vaughn, the difference between directors and how to cope and gives some great acting advice. B…

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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24

2M ago58:24

58:24

🔍 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…

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#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity 45:13

2M ago45:13

45:13

Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 189, featuring a discussion on the macro environment, warning signs, and investment opportunities. Link to Rick's private placements bootcamp: https://events.ringcentral.com/events/rick-rule-s-virtual-private-…

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#188 Chris Whalen On The Difficult Economic Environment Ahead 31:51

2M ago31:51

31:51

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 188 to discuss the economy. This episode was recorded on Friday, Aug. 2. Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institu…

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NO Crew! NO Problem! How to make a microbudget indie feature with Stephanie Lynn and Bryden Lando 'Aloha Also Means Goodbye' 1:15:55

2M ago1:15:55

1:15:55

This week we chat with filmmakers Stephanie Lynn and Bryden Lando about making their micro budget indie film 'Aloha Also Means Goodbye' with a one man rig and no crew. Husband and wife team Stephanie and Bryden sat down with hosts Giles Alderson and Dom Lenoir to chat making their feature and the trials and tribulations of doing so. They talk: Shoo…

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#169 Recreating the Flow State with Barefoot Ted 1:39:01

2M ago1:39:01

1:39:01

Text the show! Barefoot Ted is widely known for his role in the book Born to Run, but that's just a small part of who he is. In this episode, Ted discusses his approach to life and how to maintain a regular connection with the flow state in everyday life. Show Notes and Links The Connection Between Movement, Music, and Ideas Barefoot Running and th…

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#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy 50:31

2M ago50:31

50:31

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 187 to discuss a dangerous triumvirate of bubbles in the economy: a real estate bubble, an equity bubble, and a credit bubble. These bubbles have been fueled by 20 years of a negative real Fed funds rate. Pento predicts that these bubbles will …

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How to Make a Netflix dystopian thriller with 'The Kitchen' Director Kibwe Tavares & Producer Dan Emmerson 53:44

2M ago53:44

53:44

Join us on this special episode as we chat with producer Daniel Emmerson and director Kibwe Tavares as they chat their Netflix movie The Kitchen. The Kitchen written and co directed by Oscar Winner Daniel Kaluuya is out now on NETFLIX. Daniel Emmerson who's previous movies were Calm with Horses and Scrapper talks about his producing background and …

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#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong 1:00:03

2M ago1:00:03

1:00:03

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 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump …

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How to make a Hit Movie for a streaming channel -The Making of 'Robin and the Hoods' with director Phil Hawkins 1:42:22

2M ago1:42:22

1:42:22

Want to make a Streaming hit movie (for Sky Cinema or others) then you can't go wrong by listening to this feature length episode masterclass with regular filmmakers podcast host and successful indie filmmaker Phil Hawkins who joins us to chat with new movie 'Robin and the Hoods'. Phil Hawkins, who is know for Prancer: A Christmas Tale and Star War…

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#185 Jim Rickards: We're Probably Already In A Civil War 1:02:16

2M ago1:02:16

1:02:16

Jim Rickards returns to the podcast for episode 185 to discuss the macro view and political turmoil in the U.S., including the attempted assassination of former President Trump. This episode was recorded on July 18. Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers,…

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#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way 29:40

2M ago29:40

29:40

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 81 for a wide-ranging conversation on the economy. Three years ago, using the quantity theory of money — which links a…

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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 1:28:29

2M ago1:28:29

1:28:29

🔍 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…

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Twisters - Ashley Jay Sandberg on rising up the ranks from Assistant to Exec Producer and getting your studio movie greenlit 1:10:39

2M ago1:10:39

1:10:39

On this weeks episode we pretty much go from the mail room to Assisting to Exec Producing one of this summers soon to be biggest hit 'Twisters'. Well, we don't but Ashley Jay Sandberg does as she sits and chats to Giles Alderson and Dom Lenoir all about the twists and turns to her huge rise to Exec Producer at Kennedy/Marshal and working with Spiel…

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#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump 1:17:58

2M ago1:17:58

1:17:58

Neil Howe, an author, historian, demographer, economist, and consultant best known for his work on social generations and generational trends, joins Julia La Roche on episode 183 to discuss the Fourth Turning. Julia and Neil recorded this episode on Friday, July 12. After the attempted assassination of former President Donald J. Trump at a rally in…

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

3M 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…

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

3M 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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Cinematography Masterclass with 'Lola' DOP Oona Menges 1:14:45

3M ago1:14:45

1:14:45

Today, hosts Giles Alderson and Andrew Rodger welcome cinematographer Oona Menges to the show. They sat down to chat all about her latest feature film Lola as well as: her career path the pros and cons of virtual production shooting on film building trust the importance of prep working with archival footage lighting with reflectors and so much more…

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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

3M 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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