Shows / The Julia La Roche Show
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…
Episodes
- The Julia La Roche Show
#429 Henrik Zeberg: Now We Rally — Not Because Things Are Great, But Because Things Are Bad
Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, joins Julia the morning after the midterms with a bold call: the…
- The Julia La Roche Show
#428 Jim Bianco: After 6 Years Bearish, I’m Finally Turning on Bonds — Why 5% Is the New Normal
Jim Bianco, president of Bianco Research, joins Julia La Roche in studio for the first time in a year with a big shift: after six years of being bearish on…
- The Julia La Roche Show
#427 Chris Whalen: Warsh’s Credibility Is Eroding, Private Credit Beats Regulators, Mortgage Pain Ahead
In this episode of The Wrap with Chris Whalen, Chris reacts to the Fed’s 10–2 hold. He compares Kevin Warsh to Paul Volcker, who he says paused his inflation…
- The Julia La Roche Show
#426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day Reaction
On Fed Day, Danielle DiMartino Booth, CEO and chief strategist at QI Research, joins Julia in studio to react to the Fed’s 10–2 vote to hold rates. She calls…
- The Julia La Roche Show
#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Axel Merk, founder and CIO of Merk Investments, which manages about $2.5 billion, joins Julia ahead of this week’s FOMC meeting. He explains why Fed Chair…
- The Julia La Roche Show
#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
In this episode of The Wrap with Chris Whalen, Chris calls Treasury Secretary Scott Bessent’s comments on Fannie Mae and Freddie Mac a “pump and dump.” He…
- The Julia La Roche Show
#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Long-time macro investor Jordi Visser, founder of Visser Labs, makes his in-studio debut with a bold message: the only macro force that matters right now is…
- The Julia La Roche Show
#422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%
David Rosenberg, founder of Rosenberg Research and author of Bear in the Bull Ring, says he has never seen so many imbalances in the economy and markets in his…
- The Julia La Roche Show
#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike
In this week's episode of The Wrap with Chris Whalen, Julia and Chris start with President Trump’s $5,000 cash dividend promise, which Whalen calls “bread and…
- The Julia La Roche Show
#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to explain why he believes the market’s…
- The Julia La Roche Show
#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About
In this week's episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to break down why affordability, the economy and the Iran war have put…
- The Julia La Roche Show
#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze
Ray Dalio, founder of Bridgewater Associates, joins The Julia La Roche Show for a special episode featuring their fireside chat from the Greenwich Economic…
- The Julia La Roche Show
#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything
Is private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia La Roche to explain why he sees systemic risk building in…
- The Julia La Roche Show
#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials
The Wrap with Chris Whalen is back after a weak jobs report, with just 29,000 jobs added against expectations of 90,000, and long-term yields still elevated…
- The Julia La Roche Show
#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix
Dr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-year…
- The Julia La Roche Show
#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back
Andy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, makes his debut on The Julia La Roche Show. He lays out his…
- The Julia La Roche Show
#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock
Chris Whalen joins Julia La Roche to break down a turbulent week in markets, as the 30-year Treasury hits its highest yield since 2004 and the 10-year breaks…
- The Julia La Roche Show
#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche Show to warn that the U.S. faces what he calls a…
- The Julia La Roche Show
#411 George Noble: Market Is Entering a Dangerous Phase
George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield breaks 5%…
- The Julia La Roche Show
#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed
Chris Whalen returns after the FOMC's 25-basis-point hike and calls it what he wrote in his notes: lame. His argument is that the Fed has become the tail and…
- The Julia La Roche Show
#409 Danielle DiMartino Booth: Fed Is Hiking Into Recession, Consumers Tapped Out, & Credit Tightening
Danielle DiMartino Booth, CEO of QI Research and author of Fed Up, joins Julia La Roche to break down the Fed's 25 basis point rate hike under Chair Kevin…
- The Julia La Roche Show
#408 Jeffrey Gundlach: We've Crossed to the Hard Side of the Street
Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, returns to The Julia La Roche Show. He warns that the market has "crossed over…
- The Julia La Roche Show
#407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country
The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the…
- The Julia La Roche Show
#407 Larry McDonald: The Bond Market's Biggest Contrarian Trade
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to break down what he's hearing from…
- The Julia La Roche Show
#406 Chris Whalen Answers Your Questions on Gold, the Fed, and Retirement Risk
In part two of the all-viewer-question edition of The Wrap, Chris Whalen and Julia tackle everything from gold confiscation to credit union safety. Chris…
- The Julia La Roche Show
#405 Ted Oakley: Gold Still Cheap at $4,600, The Energy Move Could Be Bigger, & 3 Signs of a Stock Market Top
Ted Oakley, founder and managing partner of Oxbow Advisors, returns to explain why he sold all his silver and much of his gold exposure in late 2025 and early…
- The Julia La Roche Show
#404 Chris Whalen Answers Your Questions on the Fed, Rates & the Next Bailout
In part one of The Wrap's viewer question special, Chris Whalen takes on a full slate of audience questions about the Fed, the Treasury, and where rates go…
- The Julia La Roche Show
#403 Harry Dent on the Everything Bubble — And the Only Safe Haven Left
Economic forecaster and bestselling author Harry Dent makes his debut on the show with one of the most aggressive bearish calls we've hosted. Dent — who built…
- The Julia La Roche Show
#402 Chris Whalen: Private Credit's First Big Unwind — and Why Insurance Is Next
In this episode of The Wrap with Chris Whalen, Chris breaks down the 777 Partners bankruptcy — a sprawling collapse touching insurance, reinsurance, soccer…
- The Julia La Roche Show
#401 Jim Rickards: The Iran War, "Trump's on the Losing Side of That Bet," The Case for $10,000 Gold, and the Japanese Yen Carry Trade Unwind — The Most Important Financial Story in the World
Jim Rickards returns for a wide-ranging macro conversation on a world where geopolitics and economics have fully merged. He lays out the US–Iran standoff as a…
- The Julia La Roche Show
#400 Michael Howell: The Liquidity Cycle Has Turned, Low Quality Returns for Stocks, The Real Driver Behind Gold
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to explain why the global liquidity cycle peaked…
- The Julia La Roche Show
#399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out
In this episode of The Wrap with Chris Whalen, Chris breaks down the week across mortgages, rates, and precious metals. He opens with United Wholesale…
- The Julia La Roche Show
#398 Marc Faber: The First Phase Of The Greatest Investment Mania Is Being Pierced
Dr. Marc Faber editor and publisher of the Gloom, Boom & Doom Report, returns to argue that we are witnessing the first phase of the piercing of the greatest…
- The Julia La Roche Show
#397 Mickey Maini: What Physics Knows That Markets Don't — And Why the Next 2 Years Are the Toughest
Mickey Maini, founder of Solstice Laboratory, makes his debut on The Julia La Roche Show. In this episode, he lays out the thesis behind his new book The…
- The Julia La Roche Show
#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe
In this episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to argue that Kevin Warsh has a credibility problem: he's holding rates, avoiding…
- The Julia La Roche Show
Danielle DiMartino Booth: Nobody's Happy, Cracks Are Showing, & the Bond Market Already Tightened
Danielle DiMartino Booth breaks down a contentious FOMC meeting where new Fed Chair Kevin Warsh held rates steady over three dissents, arguing the "good family…
- The Julia La Roche Show
#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party
In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50…
- The Julia La Roche Show
#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500
Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a…
- The Julia La Roche Show
#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"
George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has…
- The Julia La Roche Show
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning
In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing problem. Wall…
- The Julia La Roche Show
#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Stick to Your…
- The Julia La Roche Show
#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes markets are…
- The Julia La Roche Show
#388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable
In this episode of The Wrap with Chris Whalen, Chris expects the Federal Reserve will deliver one rate hike before Labor Day despite Warsh's preference to…
- The Julia La Roche Show
#387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail
Danielle DiMartino Booth praises the FOMC minutes as "clean" under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—and notes…
- The Julia La Roche Show
#386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins
Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and…
- The Julia La Roche Show
#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree
Chris Whalen kicks off the July 4th episode of The Wrap by diving into private credit implosion with BDCs turning unprofitable, using the acronym POOP…
- The Julia La Roche Show
#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered
Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets and the…
- The Julia La Roche Show
#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next
Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns…
- The Julia La Roche Show
#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset
Chris Whalen joins Julia La Roche on this week's episode of "The Wrap with Chris Whalen" to break down what he calls a "slow motion train wreck" in private…
- The Julia La Roche Show
#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse
Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious: after 42…
- The Julia La Roche Show
#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year
Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above…
- The Julia La Roche Show
#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed
Chris Whalen is back for The Wrap after his fishing trip in Maine, where he caught a 21-inch smallmouth bass! He's very positive on Kevin Warsh's "less is…
- The Julia La Roche Show
#378 Danielle DiMartino Booth: Warsh Gets 9/10, Finally "Fed Up Too," Removes Dot Plot
In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, gives Kevin Warsh a 9 out of 10 on his first FOMC meeting and press…
- The Julia La Roche Show
#377 Ted Oakley: We're Toward The End, Late Stage Market, Lemmings Everywhere
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of…
- The Julia La Roche Show
#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead
In this episode of The Wrap, Chris Whalen reveals an "explosive" John Dizard interview dropping next week on rationing of synthetic lubricants for turbines and…
- The Julia La Roche Show
#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio…
- The Julia La Roche Show
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as…
- The Julia La Roche Show
#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes
In this episode of The Wrap, Chris Whalen breaks down how the Iran war situation is sinking GOP hopes for the midterms as he predicts double-digit inflation by…
- The Julia La Roche Show
#372 Ted Oakley: Why Energy Could Surge Like Gold Did Last Year, and Most Investors Don't Own Enough
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss the stark disconnect between Wall…
- The Julia La Roche Show
#371 George Noble: Fed's Hands Tied, Bond Vigilantes Waking Up, Buy the Dip Dead, Margin of Safety Thin
George Noble, CIO of Noble Capital Advisors, returns to review his February predictions on bonds, energy, and the AI trade, warning that the margin of safety…