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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

00:44:31

#362 Chris Whalen: DOJ Drops Powell Probe — "Trump...

The Julia La Roche Show ·

2026/04/25

In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us through the end of 2026, and why the Fed's hands are essentially tied regardless of who sits in the chair. Chris also digs into Q1 bank earnings — what the numbers are really saying about credit risk, why most banks are still refusing to disclose their private credit exposures, and why he believes the debt in these deals will ultimately be

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00:59:22

#361 Dr. Mark Thornton: We're on the Highway to...

The Julia La Roche Show ·

2026/04/21

Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist, returns to the show to deliver a sweeping macro warning rooted in Austrian business cycle theory. After 16 years of Fed-fueled boom, he argues we are somewhere in the middle of a cycle that ends in crisis. He unpacks the Cantillon Effect and its direct link to the K-shaped economy, explains why gold is both a canary in the coal mine and a personal financial fire extinguisher, and makes the case that the petrodollar is

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00:37:11

#360 Chris Whalen: Even If We Cut a Deal Today...

The Julia La Roche Show ·

2026/04/18

In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us through the end of 2026, and why the Fed's hands are essentially tied regardless of who sits in the chair. Chris also digs into Q1 bank earnings — what the numbers are really saying about credit risk, why most banks are still refusing to disclose their private credit exposures, and why he believes the debt in these deals will ultimately be

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01:02:51

#360 Michael Howell: We've Hit An Inflection Point —...

The Julia La Roche Show ·

2026/04/17

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, returns seven months after his last appearance to update his Global Liquidity call. The peak he flagged for Q3 2025 has held, and the cycle now points to a trough in 2027. Despite the Iran conflict and market volatility, Michael argues the world economy is actually holding up better than the media suggests — but that's almost the problem, because money flowing

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00:33:48

#359 Chris Whalen: No Vision of Victory in Iran,...

The Julia La Roche Show ·

2026/04/11

In this episode of The Wrap, Chris Whalen says the US has no vision of victory in Iran — like Afghanistan and Vietnam, we went in without knowing what winning looks like and are now backing down without reopening the Strait of Hormuz. The Trump administration went from threatening to destroy Iranian civilization to total capitulation in weeks, leaving the Saudis and Israelis furious. Meanwhile Iran is extorting $1 per barrel in yuan or bitcoin to let ships through, China is standing behind the

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00:33:02

#358 Danielle DiMartino Booth: The Fed Knows the Data...

The Julia La Roche Show ·

2026/04/09

In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, joins Julia to sound the alarm on a U.S. economy she believes is being misread, misreported, and mismanaged. From growing divisions inside the FOMC to deeply troubling labor market signals — including an ISM non-manufacturing employment reading of 45.2 last seen during the Great Recession — Danielle lays out why she believes the Fed is falling

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00:59:16

#357 Henrik Zeberg: "We Have Not Seen The Top Yet" —...

The Julia La Roche Show ·

2026/04/08

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update. Despite clear deterioration in the labor market — where he argues real unemployment is closer to 5.4% than the reported 4.3% — Henrik is not calling a market top yet. In fact, he sees a 30%+ rally still ahead in the Nasdaq, echoing the 25% surge in mid-2007 and the 45% explosion in 2000, both of which happened right before everything fell apart. He breaks down why the Fed is

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00:37:05

#356 Chris Whalen: The Fed Can't Fix This

The Julia La Roche Show ·

2026/04/04

In this episode of The Wrap, Chris Whalen says this selloff is worse than Liberation Day because it's real economic dislocation — not just a market surprise — driven by the Iran war's devastating knock-on effects on energy, chemicals and global supply chains. He says the Fed should do nothing, because this inflation is caused by war not monetary policy and central banks can't fix a sulfur shortage. But he warns QE is coming anyway — "the question is not if, but when" — because

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01:03:36

#355 Brent Johnson: The Old World Is Over, America Is...

The Julia La Roche Show ·

2026/04/01

Brent Johnson, founder and CEO of Santiago Capital and creator of the Dollar Milkshake Theory, joins The Julia La Roche Show in-studio for a wide-ranging conversation on why the world most investors grew up in is over. Johnson argues that power now matters more than economics — that the old framework of spreadsheets and cash flows is no longer sufficient when supply chains, national security, and geopolitical competition determine outcomes. He breaks down the US-China power competition, the

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00:49:38

#354 Larry McDonald: Private Credit Is This Cycle's...

The Julia La Roche Show ·

2026/03/31

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 discussing the risks in the markets today. McDonald makes the case that private credit is this cycle's subprime — opaque, over-leveraged, and already cracking — and warns that the retail investors who were sold quarterly liquidity on an inherently illiquid asset class are about to find out the hard way. He also breaks down why stagflation is the

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00:33:19

#353 Chris Whalen: The Economic Damage Will Become...

The Julia La Roche Show ·

2026/03/28

In this episode of The Wrap, Chris Whalen says stagflation is now the base case — the Iran war has already cost American investors trillions in reduced investment value, Treasury auctions are weak, and mortgage rates are heading toward 7% if the 10-year hits 5%. Despite all of this, he still calls for a Fed cut in April, arguing the inflation is caused by war not monetary policy, and the Fed's real mandate is employment. He says we're heading toward a medium to long-term reset in risk

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01:03:36

#352 Jeffrey Gundlach: Private Credit Is An...

The Julia La Roche Show ·

2026/03/27

Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, makes his debut on The Julia La Roche Show for a wide-ranging conversation on the most pressing risks facing investors in 2026. Gundlach makes the case that we are living through a fundamental regime shift — one where the next recession brings rising long-term interest rates and a falling dollar, the exact opposite of what most investors expect. He breaks down why the private credit market is shaping up to be the

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00:49:21

#351 Jay Pelosky: The ‘EMification of America’ — The...

The Julia La Roche Show ·

2026/03/24

Jay Pelosky, founder of TPW Advisory, makes the case that the U.S. no longer deserves its premium valuation — and that the biggest investing opportunity in decades is happening everywhere else.Jay's framework, the Tri-Polar World thesis, argues that regional integration across Europe, Asia and the Americas is the dominant force shaping the global economy. Built on 30+ years of global macro experience, his view is that a global growth long cycle — driven by government and private sector spending

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00:39:42

#350 Chris Whalen: Powell Stays, Warsh Waits, and...

The Julia La Roche Show ·

2026/03/21

In this episode of The Wrap, Chris Whalen says the private credit unwind is now spreading to consumer credit funds and warns that retirees and pension funds will feel the pain most — while the firms that sold these products face devastating reputational damage. On the Fed, he calls Trump's handling of Powell "truly incredible, almost like he wants to screw it up" and warns Powell could remain Fed Chair for three more years if Trump doesn't back down. He says the Fed is late, oil

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00:59:38

Peter Schiff: Inflation Is Going to Double Digits —...

The Julia La Roche Show ·

2026/03/19

Peter Schiff, chief economist at Europacific Asset Management, makes the case that the U.S. economy is in far worse shape than the 1970s stagflation era, pointing to a $39 trillion national debt, accelerating inflation, a weakening labor market, and a new war that will drive deficits even higher. He argues the Fed is trapped — raising rates aggressively would trigger a financial collapse worse than 2008, so instead inflation will spiral into double or even triple digits, producing what he calls an

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00:37:28

#348 Chris Whalen: This Could Be One of the Biggest...

The Julia La Roche Show ·

2026/03/14

In this episode of The Wrap, Chris Whalen warns that private credit could become one of the biggest busts in U.S. financial history — not a systemic crisis, but a slow, painful unwind that will take years and leave many investors with no legal rights. He alleges that BDC accounting fraud is already systemic and the SEC isn't paying attention. On the macro, he says the Fed should still cut rates one to two times this year despite oil near $100 because war is not a monetary event — and that

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00:58:45

#347 Louis Gave: $120 Oil Breaks Everything — And...

The Julia La Roche Show ·

2026/03/12

Louis-Vincent Gave, founder and CEO of Gavekal Research, joins Julia to break down the three prices that drive every investment decision — the dollar, the 10-year treasury, and oil — and why right now all three are flashing red. With the Strait of Hormuz under threat, Louis explains why he sees oil heading toward $120 and why that number breaks the global economy. He makes the case that the traditional 60/40 portfolio is dead and should be replaced with 60% equities, 20% precious metals, and 20%

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01:05:01

#346 David Woo: The Market Is Completely Wrong About...

The Julia La Roche Show ·

2026/03/10

Macro trends blogger and economist David Woo, CEO of David Woo Unbound and co-author of the upcoming financial thriller Merry Go Round Broke Down, returns to the show to break down the geopolitical and market implications of the US-Iran conflict. Woo argues that markets are dangerously mispricing the situation, betting either on a quick Trump "TACO" or a rapid US victory — both of which he sees as unlikely. With the Strait of Hormuz effectively closed, oil sitting near $100 a barrel, and

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00:37:58

#345 Chris Whalen: Private Credit Is Blowing Up,...

The Julia La Roche Show ·

2026/03/07

In this episode of The Wrap, Chris Whalen warns the Trump administration is heading toward a financial crisis, driven by private credit contagion, hidden leverage, and a Washington that isn't paying attention. He breaks down the BlackRock blowup, the PIK loan problem, Iran's market impact, and explains why he's buying gold and staying out of financials.Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrapLinks: The Institutional

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00:32:45

#344 Chris Whalen: Private Credit Is Unraveling,...

The Julia La Roche Show ·

2026/02/28

In this week's episode of The Wrap, Chris Whalen breaks down the unraveling of private credit and why retail investors were never suitable for these investments in the first place. He explains how private credit shops have quietly gained access to Federal Home Loan Bank funding through insurance company acquisitions — a taxpayer-subsidized arrangement he finds extraordinary and plans to investigate further. On markets, Chris argues liquidity will be the defining theme of 2026, with money rotating

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364 results

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