John Lodera
Lead partner at New Harbor Financial and market strategist who provides technical and tactical market analysis focused on risk management and sector rotation.
Best podcasts with John Lodera
Ranked by the Snipd community
37 snips
Feb 16, 2025 • 1h 27min
Jim Grant: A Multi-Decade Bond Bear Market Lies Ahead
Jim Grant, founder of Grant's Interest Rate Observer and a leading authority on interest rates, joins Mike Preston and John Lodera from New Harbor Financial. They discuss the end of a four-decade bond bull market amid persistent inflation and disruptive U.S. policies. Grant emphasizes that higher interest rates are likely here to stay, while exploring the risks tied to U.S. public finances and auction failures. The trio also examines the appeal of gold versus bonds and how to navigate the evolving investment landscape during uncertain economic times.
15 snips
Mar 8, 2026 • 1h 8min
Does A "Lost Decade" For Stocks Lie Ahead? | New Harbor Financial
Mike Preston, lead partner and portfolio manager focused on downside protection. John Lodera, lead partner and market strategist specializing in tactical risk management. They debate headline-driven volatility, Iran-related market moves, bond and commodity reactions, narrow S&P ranges that could burst, valuation signals of weak long-term returns, sector rotation, AI hype risks, and how to balance offense and defense in portfolios.
