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
#311 Steve Hanke: Money Supply Acceleration Could Reignite Asset Bubbles and Inflation
Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics…
- The Julia La Roche Show
#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 310. McDonald warns that a…
- The Julia La Roche Show
#309 Chris Whalen Warns of Year-End Liquidity Crunch
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
#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC minutes. Danielle discusses the deep divisions…
- The Julia La Roche Show
#307 Brian Hirschmann: Gold to Double From Here In Next Crisis, Most Dangerous Time in Financial History
Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, warns we're in the most dangerous time in financial history with three…
- The Julia La Roche Show
#306 Chris Whalen: Markets Running Out of Buyers, Fed Flying Blind & Setting Up for 2018-Style Repo Crisis
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for the debut of his weekly…
- The Julia La Roche Show
#305 James Lavish: The TGA — The Most Important Macro Concept Right Now That Most People Are Missing
James Lavish, co-managing partner of the Bitcoin Opportunity Fund and author of The Informationist newsletter, joins Episode 305 of the Julia La Roche Show. In…
- The Julia La Roche Show
#304 Ed Dowd: We're Already in a Recession, "One More Pump Then It's Over" for Stocks, Oil to $30, China Facing Crisis, Deflation Scare, & Gold to $10K by 2030
Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths…
- The Julia La Roche Show
#303 Chris Whalen: Stocks Running Out of Buyers, NYC's Future Under Mamdani & The Case for Gold
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns for an in-person conversation for episode 303…
- The Julia La Roche Show
#302 Whitney Tilson: The Hedge Fund Manager Who Ran Against Mamdani on the "Trojan Horse" Mayor, Why NYC Will Thrive Anyway, Riding This Bull Market & His Top Stock Picks and "Stinky Six" to Avoid
Value investor and former New York City mayoral candidate Whitney Tilson returns to The Julia La Roche Show following the election of Zohran Mamdani, a…
- The Julia La Roche Show
#301 Dr. Gary Shilling: Labor Markets Weakening, Recession Concerns & Why Markets May Wake Up Soon
Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La…
- The Julia La Roche Show
#300 Danielle DiMartino Booth: "Something Else Is Going On" at the Fed - December Rate Cut in Doubt Despite Weakening Labor Data and Worker Struggles
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…
- The Julia La Roche Show
#299 Michael Pento: Market Warning on Three Record Bubbles, Why the Fed Can't Save Us & Why He's Net Long (For Now)
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche for episode 299. Pento continues to warn of three unprecedented…
- The Julia La Roche Show
#298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory
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…
- The Julia La Roche Show
#297 Jim Bianco: Markets at All-Time Highs - So Why Is the Fed Cutting Rates?
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…
- The Julia La Roche Show
#296 David Woo on the Macro Trade Everyone's Missing: What the US-China Trade War Is Really About
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
#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream
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…
- The Julia La Roche Show
#294 Tommy Thornton: "I Definitely Think We're at a Blow-Off Top" — Market Extremes and What's Next
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…
- The Julia La Roche Show
#293 Danielle DiMartino Booth: Fed Quietly Reclassified $300B In Loans With No Comment - Is This Systemic?
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…
- The Julia La Roche Show
#292 Chris Whalen: Gold Over $5,000 Next Year, Americans Still Uncomfortable Admitting Dollar Weakness, And Why Fed Will Monetize Debt Through Financial Repression
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold…
- The Julia La Roche Show
#291 Henrik Zeberg: Everything Bubble Bust Coming After Final Blow-Off Top
Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, presents his business cycle framework showing leading indicators…
- The Julia La Roche Show
#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge
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…
- The Julia La Roche Show
#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top
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…
- The Julia La Roche Show
#288 Chris Whalen: Fed Caused Housing Emergency, Rate Cuts Won't Fix It
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…
- The Julia La Roche Show
#287 Danielle DiMartino Booth: The Fed Chose Independence Over The Economy Even As A Double-Dip Recession Unfolds
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…
- The Julia La Roche Show
#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show his monthly appearance. In this…
- The Julia La Roche Show
#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities
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…
- The Julia La Roche Show
#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008
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…
- The Julia La Roche Show
#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential,
Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years…
- The Julia La Roche Show
#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake
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…
- The Julia La Roche Show
#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007
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…
- The Julia La Roche Show
#280 Chris Whalen On Why The Fed Won't Be Cutting Rates In September
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…
- The Julia La Roche Show
#279 Marc Faber: The Asset Price Illusion Will Eventually Collapse
Dr. Marc Faber, editor of the Gloom Boom and Doom Report, provides his characteristically pessimistic outlook, arguing that while Asian economies have bottomed…
- The Julia La Roche Show
#278 Anna Wong: What If We Are In A Recession And People Haven't Noticed Yet?
Anna Wong, Chief US Economist at Bloomberg Economics, analyzes shocking jobs revisions showing only 35,000 jobs added over three months and questions whether…
- The Julia La Roche Show
#277 Danielle DiMartino Booth: What the historic Fed dissent really exposed about Powell's leadership crisis and why Trump's relentless pressure campaign could trigger an Armageddon scenario
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…
- The Julia La Roche Show
#276 Bill Fleckenstein: We've Gone Past The Point Of No Return, Only An Epic Crisis Can Fix
Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 276 where he provides an assessment of…
- The Julia La Roche Show
#275 Nick Maggiulli On 'The Wealth Ladder' And Why Being A Millionaire Isn't Special Anymore
Nick Maggiulli, COO at Ritholtz Wealth Management and author of "The Wealth Ladder," presents his data-driven framework for understanding wealth progression…
- The Julia La Roche Show
#274 Henrik Zeberg: Markets Approaching Historic Blow-Off Top Before Major Crash
Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching…
- The Julia La Roche Show
#273 Larry McDonald: 'Liz Truss Moment' for America - Bond Panic Coming, Buy Hard Assets
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…
- The Julia La Roche Show
#272 Chris Whalen: Fed 'Clearly Late,' Big Beautiful Bill Drives Inflation - America Needs 'Milei Moment
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…
- The Julia La Roche Show
#271 Meredith Whitney: Main Street Is Heading Into Another Recession While Markets Hit Highs
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…
- The Julia La Roche Show
#270 David Rosenberg: Nobody Sees the Recession Coming - But It's Already Here
David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff…
- The Julia La Roche Show
#269 Luke Gromen: The Fiscal Situation Is Completely Cooked - Powell Faces Impossible Choice, Get Out of Government Bonds Into Hard Assets
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…
- The Julia La Roche Show
#268 Michael Pento: The Grand Reconciliation Coming - Credit, Stock, and Real Estate Bubbles Will Burst
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 268, warning of a coming "grand reconciliation" where…
- The Julia La Roche Show
#267 Danielle DiMartino Booth & George Goncalves: Fed Is 'Behind the Curve' as We're Already in Recession and There's More Than One Economy in America
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on…
- The Julia La Roche Show
#266 Rick Rule: '10 Years of Reckoning' Ahead - Why Gold Could Hit $10,000
Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show for episode 266 for his quarterly…
- The Julia La Roche Show
#265 Steve Hanke: Regime Uncertainty, 80% Recession Probability & How To Fix Monetary Policy
Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics…
- The Julia La Roche Show
#264 Chris Whalen: No Fed Cuts Coming, Silent Subprime Crisis Brewing & Why Gold Still Wins
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog and author of "Inflated: Money, Debt and the American…
- The Julia La Roche Show
#263 Lawrence Lepard: Get Ready for The Big Print, The Fall Of Fiat Currency, And The Rise Of Sound Money
Lawrence Lepard, author of "The Big Print," warns that America is witnessing the endgame of a decades-long monetary experiment that has created massive wealth…
- The Julia La Roche Show
#262 George Noble: We're In A Regime Shift — End of US Dominance And Now Is The Time For Gold And Foreign Markets
George Noble, CIO of Noble Capital Advisors, argues we're in a regime shift where US exceptionalism is ending. He sees global rotation away from dollar assets…
- The Julia La Roche Show
#261 Mel Mattison: "We're Just Beginning to Inflate" a Massive Asset Bubble - S&P 7000, Bitcoin $150K, Gold $3500
Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset…
- The Julia La Roche Show
#260 David Woo: Stock Market Making "Huge Mistake" On Trade War - Next 6 Weeks Are Going To Be Scarier
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
#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons
Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He…
- The Julia La Roche Show
#258 Chris Whalen: No Recession, Tariffs Just 'a Distraction,' Why Stocks Rise & Gold Is 'a Great Trad
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show to discuss his newly released book…
- The Julia La Roche Show
#257 Dr. Edward Altman: We're Entering The 'Stressed' Zone In The Credit Cycle, Why Bankruptcies Last Year Exceeded Financial Crisis Levels, And And Why Defaults Lead Recessions
Dr. Edward Altman, creator of the Z-Score bankruptcy prediction model and Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, joins…
- The Julia La Roche Show
#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an…
- The Julia La Roche Show
#255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets
Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 255 where he discusses what…
- The Julia La Roche Show
#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum
In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an…
- The Julia La Roche Show
#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets. Sponsor: This episode is…
- The Julia La Roche Show
#252 Melody Wright: The U.S. Housing Market Is In A Massive Bubble
Melody Wright joins Julia La Roche on episode 252 to discuss the state of the U.S. housing market. Sponsor: This episode is brought to you by Monetary Metals…