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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

00:38:13

#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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00:46:38

Peter Grandich: The Stock Market Is 'Very Vulnerable'...

The Julia La Roche Show ·

2025/08/15

Peter Grandich, veteran of 40+ years on Wall Street, delivers his most dire warning yet, saying he's more concerned than during the 1987 crash, dot-com bubble, or 2008 financial crisis due to deteriorating political, social, and economic conditions. He describes a dangerous "K-economy" where the top 10% own 86% of assets while the bottom 50% use credit cards for basic necessities, creating fertile ground for socialist candidates. Grandich warns markets are in a final melt-up phase

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00:40:17

#280 Chris Whalen On Why The Fed Won't Be Cutting...

The Julia La Roche Show ·

2025/08/13

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is unlikely to cut rates in September despite market expectations, with only a one-in-three chance due to FOMC dynamics and persistent inflation. He expects radical Fed reforms under Trump's nominee Steve Mirren, including potentially moving the Fed out of Washington to restore independence. Whalen is bullish on gold as the world returns to sound money, sees

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00:48:40

#279 Marc Faber: The Asset Price Illusion Will...

The Julia La Roche Show ·

2025/08/08

Dr. Marc Faber, editor of the Gloom Boom and Doom Report, provides his characteristically pessimistic outlook, arguing that while Asian economies have bottomed out, mature Western economies are turning down amid unsustainable asset price inflation. He believes the 40-year asset bubble since 1980-81 is ending and "everything will go down eventually," making preservation of capital more important than growth. Faber is ultra-bearish on all paper currencies, expects residential real estate to decline

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00:47:22

#278 Anna Wong: What If We Are In A Recession And...

The Julia La Roche Show ·

2025/08/05

Anna Wong, Chief US Economist at Bloomberg Economics, analyzes shocking jobs revisions showing only 35,000 jobs added over three months and questions whether this signals real weakness or statistical noise. Using her team's "12 million prices project," she reveals tariff pass-through is already happening with audio equipment up 11%, while services inflation may rebound as consumer sentiment improves. Drawing on White House experience during the 2019 trade war, Wong argues tariff

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00:24:14

#277 Danielle DiMartino Booth: What the historic Fed...

The Julia La Roche Show ·

2025/07/31

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio on Fed day to analyze the historic FOMC meeting featuring the first double dissent since 1993, arguing it could have been a triple dissent based on softened statement language. She criticizes Powell's dismissive handling of the dissenters and Trump's public attacks on the Fed chair, warning of an "Armageddon scenario" if Trump continues his pressure campaign. DiMartino Booth presents

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00:52:32

#276 Bill Fleckenstein: We've Gone Past The Point Of...

The Julia La Roche Show ·

2025/07/24

Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 276 where he provides an assessment of America's financial predicament, arguing that 30 years of Federal Reserve easy money policies have created damage to the economy and society. He explains how the Treasury is attempting to manage the $36 trillion debt crisis by rolling financing to the short end of the curve while allowing banks to increase leverage ratios, creating demand for

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00:44:15

#275 Nick Maggiulli On 'The Wealth Ladder' And Why...

The Julia La Roche Show ·

2025/07/22

Nick Maggiulli, COO at Ritholtz Wealth Management and author of "The Wealth Ladder," presents his data-driven framework for understanding wealth progression. He explains his six-level wealth ladder system (from under $10K to over $100M) and introduces the 0.01% spending rule for lifestyle decisions. Maggiulli emphasizes focusing on controllable factors rather than macro predictions, shares his personal journey from working-class background to level four wealth through consistent content

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00:54:57

#274 Henrik Zeberg: Markets Approaching Historic...

The Julia La Roche Show ·

2025/07/15

Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching 6,700-6,900 before a devastating crash. Using his business cycle model, he argues we've already hit the "Titanic moment" - where leading indicators have collapsed while markets surge to bubble extremes. Zeberg predicts this "Everything Bubble" will lead to a deflationary crash potentially worse than 2008, followed

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00:30:31

#273 Larry McDonald: 'Liz Truss Moment' for America -...

The Julia La Roche Show ·

2025/07/10

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00

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00:38:10

#272 Chris Whalen: Fed 'Clearly Late,' Big Beautiful...

The Julia La Roche Show ·

2025/07/08

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is "clearly late" in addressing a commercial real estate nightmare while consumer credit remains quiet, creating a "silent recession" ignored by markets. He warns the "Big Beautiful Bill" will drive inflation higher despite Trump's demands for rate cuts, with Treasury Secretary Bessent's shift to T-bill issuance representing

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00:32:50

#271 Meredith Whitney: Main Street Is Heading Into...

The Julia La Roche Show ·

2025/07/03

Meredith Whitney, CEO of Meredith Whitney Advisory Group, returns to The Julia La Roche Show to discuss her outlook on a bifurcated economy where 52% of households are entering their second recession since COVID stimulus ended, while high-end consumers continue driving economic growth. Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://meredithwhitneyllc.com/Timestamps:0:00 Intro 0:54 Macro outlook and consumer segmentation 2:37 Recession

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01:07:55

#270 David Rosenberg: Nobody Sees the Recession...

The Julia La Roche Show ·

2025/07/01

David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy "solid" while real GDP has been negative sequentially in 2 of the past 3 months and survey data suggests 1% contraction. He highlights a major market dichotomy with stocks up 24% while the dollar is in an 11%

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00:53:46

#269 Luke Gromen: The Fiscal Situation Is Completely...

The Julia La Roche Show ·

2025/06/27

Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the bond market through higher rates. Gromen notes that funding currency relationships between the yen and dollar have broken down, signaling both central

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329 results

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