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PODCAST

The Julia La Roche Show

Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the show

business investing

All Episodes

00:39:00

#301 Dr. Gary Shilling: Labor Markets Weakening,...

The Julia La Roche Show ·

2025/11/01

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 301 on FOMC day. In this episode, Dr. Shilling warns that the economy is cooling with weakening labor markets and stagnant job creation, yet security markets continue to rise without reflecting this underlying weakness. Despite the government shutdown limiting official data, private sector information reveals businesses

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00:37:53

#300 Danielle DiMartino Booth: "Something Else Is...

The Julia La Roche Show ·

2025/10/30

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the October 2024 FOMC meeting and Fed Chair Powell's surprisingly hawkish stance despite mounting evidence of labor market weakness. Danielle questions whether the Fed is ignoring its dual mandate as major companies like UPS, GM, Meta, and Amazon announce tens of thousands of layoffs. She discusses the dissents from both Stephen Miran and Jeffrey Schmid, explores potential political dynamics at

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00:52:26

#299 Michael Pento: Market Warning on Three Record...

The Julia La Roche Show ·

2025/10/28

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche for episode 299. Pento continues to warn of three unprecedented asset bubbles in stocks, bonds, and credit existing concurrently. Despite being net long and up handsomely this year, he emphasizes the critical need for active management. Pento explains why the next crisis will likely stem from spiking bond yields and intractable inflation rather than insolvency alone, making traditional Fed interventions

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00:48:26

#298 'Quoth The Raven' Chris Irons: We Are Completely...

The Julia La Roche Show ·

2025/10/23

Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular Fringe Finance substack, warns we're in "completely off the rails, unprecedented territory" with the Fed trapped between printing money to save markets or allowing deflationary debt defaults. He predicts the Fed will ultimately implement yield curve control to bail out the bond market, pushing America down an emerging market path negative for the dollar—which gold's historic rally is

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00:47:23

#297 Jim Bianco: Markets at All-Time Highs - So Why...

The Julia La Roche Show ·

2025/10/21

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 297 for an in-studio appearance. Bianco argues the Fed is making a policy error by cutting rates when financial markets are at all-time highs across the board—stocks, gold, bonds, M2, and home prices. He explains that job creation has slowed from 158,000 to 29,000 per month not because the economy is weak, but because immigration has essentially stopped, reducing population growth to an 80-year low—meaning

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00:58:09

#296 David Woo on the Macro Trade Everyone's Missing:...

The Julia La Roche Show ·

2025/10/18

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 296 to discuss the trade war, AI, and markets. Sponsors: Monetary Metals. https://monetary-metals.com/julia In this episode, Woo warns that the US economy is heading toward stagflation as tariff impacts finally materialize, with holiday shopping expected to be weak due to

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01:00:45

#295 Lawrence Lepard: Get Ready for The Big Print as...

The Julia La Roche Show ·

2025/10/16

Lawrence Lepard explains how the "monetary debasement trade" has gone mainstream as gold hit $4,200 and silver broke to $52. He presents a chart showing Bitcoin lags gold by months before moving harder, predicting Bitcoin will hit $250K as signs point to the "imminent big print" with Powell's May 2026 term ending. Sponsor: Monetary Metals. https://monetary-metals.com/julia Links: X: https://x.com/LawrenceLepard Website: https://ema2.com/ The Big Print book:

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00:47:07

#294 Tommy Thornton: "I Definitely Think We're at a...

The Julia La Roche Show ·

2025/10/14

Thomas Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss extreme market conditions with investors "all in, levered, and complacent." He argues we're at a blow-off top characterized by record call buying, leverage through ETFs, and a gambling mentality fueled by 0DTE options and sports betting culture. Thornton highlights dangerous market mechanics: the Goldman Sachs most shorted basket is up 38% year-to-date, meaning short sellers have been

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00:41:30

#293 Danielle DiMartino Booth: Fed Quietly...

The Julia La Roche Show ·

2025/10/09

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the Fed minutes. In this episode, DiMartino Booth highlights how the Fed quietly reclassified nearly $300 billion in loans on a Friday afternoon with no comment, shifting them from stodgy commercial categories into the "black box" of non-depository financial institution (NDFI) lending now totaling $1.7 trillion. She draws parallels to Enron as First Brands bankruptcy exposes what

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00:33:36

#292 Chris Whalen: Gold Over $5,000 Next Year,...

The Julia La Roche Show ·

2025/10/04

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dollar weakness after 150 years of reserve currency dominance. He reveals FDR seized the Federal Reserve's gold in 1933 with little compensation, while today US gold allocation sits under 1% of portfolios versus growing central bank accumulation. Whalen defends his call for earlier Fed cuts. He sees

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01:01:14

#291 Henrik Zeberg: Everything Bubble Bust Coming...

The Julia La Roche Show ·

2025/10/02

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, presents his business cycle framework showing leading indicators crossed in November 2024 (Titanic hit iceberg), but imminent recession indicators haven't triggered yet (ship not sinking). He sees a final blow-off top with S&P potentially hitting 7,500 and NASDAQ 28,000 before a potential 50% crash that would still leave valuations at third-highest ever with market cap to GDP at unprecedented 220%

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00:39:08

#290 Axel Merk: Fiscal Views Moving From Fringe To...

The Julia La Roche Show ·

2025/09/25

Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains how "fringe" fiscal sustainability concerns have moved mainstream, driving gold to new highs above $3,700. He provides a gold mining primer, distinguishing between speculative junior miners and established producers, while focusing on developers with proven management teams as the

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00:52:50

#289 Michael Howell: Time To Start Thinking About The...

The Julia La Roche Show ·

2025/09/23

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market risks ahead. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Howell presents his global liquidity cycle framework showing markets are late in a 35-month bull run that began in late 2022, with early warning signs emerging in repo markets as

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00:38:13

#288 Chris Whalen: Fed Caused Housing Emergency, Rate...

The Julia La Roche Show ·

2025/09/20

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, housing, and his highest conviction ideas.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Inflated book (2nd edition):

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00:34:02

#287 Danielle DiMartino Booth: The Fed Chose...

The Julia La Roche Show ·

2025/09/19

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the September FOMC. DiMartino Booth argues the Fed "chose independence over economy" with its 25bp cut, as Waller and Bowman sacrificed potential Fed chair positions by not dissenting for larger cuts. She presents compelling evidence the US has created zero jobs since April in the core private sector and calls a double-dip recession starting Q2 2024. DiMartino Booth's thesis is

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00:31:02

#286 Chris Whalen: Time To Go Risk-Off, Why A...

The Julia La Roche Show ·

2025/09/09

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show his monthly appearance. In this episode, Whalen reports taking a risk-off position after 30% gains this year, noting Wall Street hedge funds are similarly going net short amid concerns about Treasury market stability. He warns that upcoming Supreme Court tariff decisions could force costly refunds while the Treasury faces mounting deficits from recent legislation. Whalen criticizes

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00:41:46

#285 Ted Oakley: Expensive Markets, Fed Mistakes, And...

The Julia La Roche Show ·

2025/09/06

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window to sell long bonds before higher structural inflation takes hold over the next 5-10 years

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00:31:00

#284 Melody Wright: We're In An Insane Housing Bubble...

The Julia La Roche Show ·

2025/08/28

Melody Wright, author of M3 Melody Substack, returns to the show for episode 284 where she delivers a stark assessment of the housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links:YouTube; https://www.youtube.com/@m3_melodyX: https://x.com/m3_melodySubstack: https://m3melody.substack.com/Timestamps0:00 Welcome and introduction - Melody Wright returns to the show1:26 Big picture housing outlook - abysmal spring and summer selling

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00:46:04

#283 Warren Pies On The Widening Perception Gap In...

The Julia La Roche Show ·

2025/08/26

Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spending rather than Fed policy. He argues that anger directed at the Fed should be redirected toward fiscal authorities who created unprecedented pro-cyclical deficits. Pies is benchmark long equities and bullish on hard assets like gold, having hit his $3,500 gold target this year. He believes Fed rate cuts

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00:31:07

#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson...

The Julia La Roche Show ·

2025/08/22

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 282 to react to Fed Chair Jerome Powell's Jackson Hole speech on Friday. Bianco argues Powell "caved" on rate cuts despite inappropriate conditions, with core inflation above 3% and markets at all-time highs. He explains that the pandemic permanently changed the economy, while Trump's immigration crackdown created net negative population growth for the first time in 50 years, making current job

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302 results

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