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
#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%
In this episode of The Wrap, Chris Whalen breaks down Kevin Warsh's confirmation as Fed chair and explains why this represents a dramatic shift from the…
- The Julia La Roche Show
#369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming
Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss the frozen spring selling season and reveals disturbing…
- The Julia La Roche Show
#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche for episode 368 to warn that the three asset bubbles in…
- The Julia La Roche Show
#367 Chris Whalen: "No Rate Cuts For a While" — Warsh's Fed Earthquake, Silver Shortage, and Why Inflation Is Here to Stay
Warsh's arrival at the Fed actually means in practice — significant personnel changes, new models, and what Chris calls nothing short of an "earthquake at the…
- The Julia La Roche Show
#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 366 to break down what he calls the most…
- The Julia La Roche Show
#365 Rick Rule: 'All The News I See Is Bad' — Oil Shortage, Gold & Why The Worst Is Still Ahead
Veteran natural resource investor Rick Rule, CEO of Rule Investment Media and co-founder of Battle Bank, returns to break down a rapidly deteriorating macro…
- The Julia La Roche Show
#364: Chris Whalen: Powell Stays to "Block Trump" — Warsh Faces Major Obstacles and "The Fed Caused High Home Prices"
In this episode of The Wrap, Chris Whalen breaks down what he calls one of the most significant weeks in Fed history — Powell's final press conference as…
- The Julia La Roche Show
#363 Danielle DiMartino Booth: Powell's 'Patriotic' Stand Protecting Fed Independence, Fed Should Cut Despite Oil Prices, and Flirting With Liquidity Crisis as Non-Banks Too Big to Fail
In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, explains why she's "less fed up" despite disagreeing with Fed policy -…
- The Julia La Roche Show
#362 Chris Whalen: DOJ Drops Powell Probe — "Trump Could Be Attacking Warsh By Thanksgiving," Stagflation Is the Base Case, The Real Private Credit Risk, & Why Distressed Real Estate Is The Next Trade
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 Julia La Roche Show
#361 Dr. Mark Thornton: We're on the Highway to Hyperinflation
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…
- The Julia La Roche Show
#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us
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 Julia La Roche Show
#360 Michael Howell: We've Hit An Inflection Point — We're In The Speculation Phase And Turbulence Is Coming For Markets
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…
- The Julia La Roche Show
#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold
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…
- The Julia La Roche Show
#358 Danielle DiMartino Booth: The Fed Knows the Data Is Broken, Private Credit Is Contagious, and Nobody Is Fighting for American Families
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…
- The Julia La Roche Show
#357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%
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 Julia La Roche Show
#356 Chris Whalen: The Fed Can't Fix This
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 —…
- The Julia La Roche Show
#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins
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…
- The Julia La Roche Show
#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag
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…
- The Julia La Roche Show
#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore
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…
- The Julia La Roche Show
#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
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 Julia La Roche Show
#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
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…
- The Julia La Roche Show
#350 Chris Whalen: Powell Stays, Warsh Waits, and Trump Has Nobody to Blame But Himself
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…
- The Julia La Roche Show
#349 Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It
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…
- The Julia La Roche Show
#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History
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…
- The Julia La Roche Show
#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
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…
- The Julia La Roche Show
#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
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 Julia La Roche Show
#345 Chris Whalen: Private Credit Is Blowing Up, Nobody In Washington Is Paying Attention, and the Trump Administration Is Heading Toward a Financial Crisis
In this episode of The Wrap, Chris Whalen warns the Trump administration is heading toward a financial crisis, driven by private credit contagion, hidden…
- The Julia La Roche Show
#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges
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…
- The Julia La Roche Show
#343 Bill Fleckenstein: We're in a Completely Unprecedented Market Environment — And When It Changes, It's Going to Be a Really Big Deal
Bill Fleckenstein, founder and president of Fleckenstein Capital, returns for a wide-ranging conversation covering what he calls one of the most confusing…
- The Julia La Roche Show
#342 Chris Whalen: The Wharf Rats Are Coming Out — And Retail Investors Will Lose Money
In this week's episode of The Wrap, Chris Whalen analyzes the Blue Owl situation as part of a broader pattern in private credit. He argues that private credit…
- The Julia La Roche Show
#341 Danielle DiMartino Booth: Americans' Financial Wellbeing Just Hit a Record Low — And the Fed Is Discussing a Hike?
In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, calls the Federal Reserve "borderline cruel" after FOMC minutes revealed…
- The Julia La Roche Show
#340 Ted Oakley: New Highs AND New Lows Coming — Why I'm Holding 50% Cash
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, predicts that over the next 18 months, markets will…
- The Julia La Roche Show
#339 Chris Whalen: A Manic, Momentum-Driven Market Meets Reality
In this episode of The Wrap, Chris Whalen argues that the AI narrative is stalling and we're witnessing a sustained rotation from tech, AI, and crypto into…
- The Julia La Roche Show
#338 Warren Pies: The Bearish Narratives Are Overdone — Bull Market Remains Intact
Warren Pies, founder of 3Fourteen Research, lays out his thesis for a "Goldilocks" first half of 2026, characterized by growth inflecting higher alongside…
- The Julia La Roche Show
#337 Chris Whalen: Someone's Going to Be Disappointed — Trump vs. Warsh on the Fed
In this episode of The Wrap, Chris Whalen discusses the structural conflict between President Trump and incoming Fed Chair Kevin Warsh: Trump wants home prices…
- The Julia La Roche Show
#336 George Noble: The Fiscal Bill Is Coming Due, Gold Could Double From Here, and the Death of Speculation Is Underway
George Noble, CIO of Noble Capital Advisors, lays out his big theme for 2026: rotation. George argues that the debasement trade is the dominant macro…
- The Julia La Roche Show
#335 Alex Gurevich: Zero Interest Rates Are Not Off the Table, Deflation Is Coming, and the Next Perfect Trade
Alex Gurevich, founder and Chief Investment Officer of HonTe Investments, a Bay Area-based investment management firm, and the author of The Next Perfect Trade…
- The Julia La Roche Show
#334 Chris Whalen: Trump's Fed Chair Pick Kevin Warsh Is a Classic Hawk, Why Gold Is Due for a Correction But The Bull Market Isn't Over, & The Private Credit Cesspool
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's nomination of Kevin Warsh as Fed Chair, calling him "the only choice" and a…
- The Julia La Roche Show
#333 Danielle DiMartino Booth on Powell's Policy Errors, Why Unemployment Is Headed to 6%, and Gold Going Meme
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, breaks down why the Fed's decision to pause was both premature and political, arguing Powell…
- The Julia La Roche Show
#332 Chris Whalen: Trump Doesn't Want Home Prices to Fall — But He Has No Choice
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's Davos speech, noting that despite promises on housing affordability, the…
- The Julia La Roche Show
#331 Jim Rickards: Gold Is Going to $10,000 (At Least) — Here's What's Really Driving It
In this special in-person interview, Jim Rickards breaks down why the Trump administration is far more strategic than the media portrays, explaining the "flood…
- The Julia La Roche Show
#330 Rick Rule: I Sold 80% of My Silver — Here's Why and Where I'm Putting It Now
In this wide-ranging conversation, natural resource investor Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, shares his…
- The Julia La Roche Show
#329 Chris Whalen: Private Credit Is a Ticking Time Bomb | Banks Will Take Major Losses in 2026
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#328 Peter Boockvar: Why $60 Oil Is One Of The Cheapest Assets In The World
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, sees "bells ringing" on the AI tech trade with…
- The Julia La Roche Show
#327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
Jim Rogers, who has sold all his US shares, warns that the American market has been going up longer than ever in history and when people say "it's different…
- The Julia La Roche Show
#326 Chris Whalen: Trump's Idiotic Mortgage Bond Idea & Why Institutional Investors Aren't The Problem - The Fed Is
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#325 David Woo: The World Is Not The Same After This Week
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…
- The Julia La Roche Show
#324 Henrik Zeberg: Blow Off Top Underway - Real Economy Already Sinking
Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, warns that despite stock markets hitting all-time highs, the real…
- The Julia La Roche Show
#323 Chris Whalen: A Generational Reset Of Credit & Asset Valuations - Corporate Credit Worsens 2026, Housing Decline 2027-28 & The Cost Of QE
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#322 Peter Grandich: Most Concerned In 40 Year Career - Gold Heading To $5,000, $50 Trillion Debt Crisis & Why We're Becoming A Banana Republic
Peter Grandich delivers his most bearish outlook in a 40+ year career, predicting 2026-2027 could be the most challenging years in 50 years due to mounting…
- The Julia La Roche Show
#321 Carol Roth: America's Broken Fiscal Foundation & The Inflation That's Coming
Carol Roth, a “recovering” investment banker, financial television commentator, entrepreneur, and two-time New York Times best-selling author, joins Julia La…
- The Julia La Roche Show
#320 Chris Whalen: How To Really Reform The Fed
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#319 Peter Schiff: Trump Wrong On Inflation, Dollar Collapse Ahead & America's Inflationary Depression
Peter Schiff delivers a stark warning: America is headed for the biggest economic crisis of our lifetimes - not a stock market crash, but a dollar collapse…
- The Julia La Roche Show
#318 Mike Green: Why $100,000 Is The New Poverty Line In America
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 318 to break down his viral three-part…
- The Julia La Roche Show
#317 Chris Whalen: Divided Fed, Home Prices Falling, Bank Earnings Up In 2026 & Private Equity Crisis Ahead?
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#316 Melody Wright, Who Drove 10,000 Miles Across America Observing Housing Conditions, Warns Why We Could See a 38% Correction In Home Prices
Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss her outlook for housing and why we could see a price…
- The Julia La Roche Show
#315 Danielle DiMartino Booth Calls Out Fed Powell's Lies In Open Letter To The FOMC - 'Somebody Needed to Say Bullshit, And I Said Bullshit'
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC and discuss her open letter manifesto to the…
- The Julia La Roche Show
#314 Chris Whalen: The Case For Kevin Hassett For Fed Chair, No Crisis On Horizon & Why Rate Cuts Are Coming
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris…
- The Julia La Roche Show
#313 Hugh Hendry On Preparing For The Dawn Of Chaos
Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight…
- The Julia La Roche Show
#312 Dr. Mark Thornton: America's On-Ramp to Hyperinflation and Why It's Still Early in the Bull Market for Gold & Silver
Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist who correctly called the housing bubble, warns that we're living in an…