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
#131 Sallie Krawcheck: Nothing Bad Happens When Women Have More Money
In this conversation, Julia interviews Sallie Krawcheck, the CEO and founder of Ellevest, about the economy, the role of women in finance, and the retirement…
- The Julia La Roche Show
#130 Dr. Charles Calomiris On Fiscal Dominance And The Return of Zero-Interest Bank Reserve Requirements
Dr. Charles Calomiris, Henry Kaufman Professor of Financial Institutions Emeritus at Columbia Business School, joins The Julia La Roche Show to discuss his…
- The Julia La Roche Show
#129 Fundstrat's Tom Lee, Analyst Who Nailed The 2023 Stock Market Rally, Shares His 2024 Market Outlook
Tom Lee, Managing Partner and Head of Research at Fundstrat and FS Insight, returns to The Julia La Roche Show to share his market outlook. Lee was among the…
- The Julia La Roche Show
#128: Felix Zulauf: 'Hell Will Break Loose' — The Next Big Crisis In Late 2020s Will Be A Shocker
Former hedge fund manager Felix Zulauf, who is the founder and CEO of Zulauf Consulting, joined The Julia La Roche Show to share his insights on…
- The Julia La Roche Show
#127 Grant Williams: Get Rid Of Certainty — Be Prepared For A Recession And A Soft Landing
Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 127 for a wide-ranging…
- The Julia La Roche Show
#126 Liz Ann Sonders On The 2024 Market Outlook, A Different Investing Environment, And Why You Can’t Rule Out A Recession
Liz Ann Sonders, Chief Investment Strategist for Charles Schwab, discusses the macro picture, behavior of asset classes, active management, Federal Reserve…
- The Julia La Roche Show
#125 Jason Calacanis On American Society And Getting Past The Victim Mentality, Friendship With Elon Musk And Owning The First Tesla Model S, The All-In Podcast And Leaving Millions On The Table
Angel investor and entrepreneur Jason Calacanis, “The World’s Greatest Moderator” and co-host/Bestie of All-In Podcast, joins Julia La Roche on episode 125 for…
- The Julia La Roche Show
#124 Michael Howell: Rising Liquidity, Monetary Inflation, And Why Gold Could Surge To $3,000
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The…
- The Julia La Roche Show
#123 Cullen Roche On Inflation, Why The Fed Won't Cut Rates Soon, And Is The S&P 500 Broken?
Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, returns to The Julia La Roche Show for episode 123. Going into 2023, Cullen’s big…
- The Julia La Roche Show
#122 Charles Payne On The Bifurcated Economy, Being An Unbreakable Investor, And The Roaring 2020s
Charles Payne, host of FOX Business Network’s (FBN) Making Money with Charles Payne (weekdays 2-3PM/ET), joined Julia La Roche on episode 122 to discuss his…
- The Julia La Roche Show
#121 Raoul Pal: Get Ready For ‘Macro Summer’ — Falling Rates, Falling Inflation, And Growth Picking Up
Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 121 to share his macro outlook, views on…
- The Julia La Roche Show
#120 Dr. Gary Shilling On Recession Risk, Inflation, Rate Cuts, And Bonds
Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 120…
- The Julia La Roche Show
#119 Michael Kao: The Four Horsemen Of Economic Resilience, And Why We Haven't Seen A Hard Landing (Yet)
Michael Kao (@Urbankaoboy) joins Julia La Roche on episode 119 to discuss his macro outlook, why we haven’t seen a hard landing yet thanks to the “four…
- The Julia La Roche Show
#118 Jim Rogers: A Recession Is Not Here Today, But I Can See It Coming
Legendary investor and “adventure capitalist” Jim Rogers returns to The Julia La Roche Show for episode 118 to discuss the economy, markets, and where he’s…
- The Julia La Roche Show
#117 Ted Oakley On Staying Rich With A Balanced Portfolio
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins in-person in Austin, Texas, for episode 117 to discuss the economy, markets, life, and his…
- The Julia La Roche Show
#116 Lyn Alden On Broken Money, Higher Inflation, Gold, And Bitcoin
Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 116 to discuss her new…
- The Julia La Roche Show
#115 Dr. Lacy Hunt On The Impending Recession
Legendary economist Dr. Lacy Hunt joins Julia La Roche on episode 115 for a wide-ranging discussion on the economy and why we're facing an impending recession…
- The Julia La Roche Show
#114 Bob Elliott On Why It's Time For A 10% Gold Allocation
Bob Elliott ( @BobEUnlimited), cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative…
- The Julia La Roche Show
#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy
Jim Rickards (@JamesGRickards) returns to the podcast to discuss what the Israel-Hamas war could mean for the global economy, the impact on oil prices, and the…
- The Julia La Roche Show
#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate
Darius Dale (@DariusDale42), founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing…
- The Julia La Roche Show
#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
David Hay, co-CIO at Evergreen Gavekal and author of the Haymaker newsletter on Substack, joins Julia La Roche on episode 111. In this episode, Hay makes a…
- The Julia La Roche Show
#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over
Marc Chandler, chief market strategist at Bannockburn Global Forex and author of the blog Marc To Market, joins Julia La Roche on episode 110. Chandler, who…
- The Julia La Roche Show
#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 109. In this…
- The Julia La Roche Show
#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession
Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia La Roche…
- The Julia La Roche Show
#107 Claudia Sahm: The Economy Is At An Inflection Point
Former Fed economist Claudia Sahm, the founder of Sahm Consulting and creator of The Sahm Rule — a recession indicator — joins Julia La Roche on episode 107…
- The Julia La Roche Show
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
Dr. Harald Malmgren and Nicholas Glinsman, co-founders and partners of Malmgren Glinsman Partners, join Julia La Roche on episode 106 for a deep discussion on…
- The Julia La Roche Show
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
Sam Burns, chief strategist of Mill Street Research (www.millstreetresearch.com), an independent research firm, joins Julia La Roche on episode 105. In this…
- The Julia La Roche Show
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees just under $6 billion in assets under management, joins Julia La…
- The Julia La Roche Show
#103 Matt Higgins: The Only Way Out Is A Reckoning
Wall Street Journal bestselling author Matt Higgins, author of “Burn the Boats” and co-founder and CEO of RSE Ventures — a private investment firm that focuses…
- The Julia La Roche Show
#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
Masha Bucher, founder and general partner of Day One Ventures, joins Julia La Roche on episode 102 for a discussion of the state of venture capital, investing…
- The Julia La Roche Show
#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
Larry McDonald (@convertbond), author of the New York Times bestseller “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman…
- The Julia La Roche Show
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
Billionaire investor Bill Ackman (@BillAckman), CEO of Pershing Square Capital, joins Julia La Roche on episode 100 for an exclusive and wide-ranging…
- The Julia La Roche Show
#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
Market strategist Peter Cecchini, director of research at Axonic Capital, a hedge fund with $4.5 billion in AUM, joins Julia on episode 99 to explain why the…
- The Julia La Roche Show
#098 Rick Rule: 'Potent And Very Ugly Cocktail' In A Rising Interest Rate Environment
Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 98, featuring a…
- The Julia La Roche Show
#097 Peter Borish: My Concern Is More Than A Recession
Legendary trader Peter Borish, president of the Computer Trading Corporation, joins Julia La Roche on episode 97. In this episode, Peter shares his macro…
- The Julia La Roche Show
#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
Michael Howell (@crossbordercap), CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global…
- The Julia La Roche Show
#095 Carol Roth: You Will Own Nothing
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
#094 Todd Gordon: Why We're Not Headed Toward Recession
Todd Gordon, founder of Inside Edge Capital, joins Julia La Roche on episode 94 to break down markets and the opportunities he sees in this current…
- The Julia La Roche Show
#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
Neil Howe, author, historian, economist, and consultant who is best known for his work on social generations and generational trends, joins Julia La Roche on…
- The Julia La Roche Show
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
Milton Berg, CFA, the CEO and Director of Research of MB Advisors (https://miltonberg.com), joins Julia La Roche on episode 92 for a deep dive into his…
- The Julia La Roche Show
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
On episode 91, Julia La Roche is joined by Peter Atwater, an adjunct professor of economics at William & Mary, and author of "The Confidence Map: Charting a…
- The Julia La Roche Show
#090 Jens Nordvig On How AI Is Changing Investing Forever
Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest…
- The Julia La Roche Show
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
Macro researcher Jim Bianco (@BiancoResearch), the president of Bianco Research, joins Julia La Roche again for a wide-ranging conversation on the…
- The Julia La Roche Show
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
Dr. Edward I. Altman, Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University, joins Julia La Roche on episode 88 for…
- The Julia La Roche Show
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has…
- The Julia La Roche Show
#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
The Acid Capitalist Hugh Hendry (@Hendry_Hugh) joins Julia La Roche again for an unfiltered conversation on macro, markets, Bitcoin, the Fed, and more. Hendry…
- The Julia La Roche Show
#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm…
- The Julia La Roche Show
#084 Michael Green On Passive Investing Creating Distortions In The Market Right Now
Michael Green (@profplum99), Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 84 for a wide-ranging…
- The Julia La Roche Show
#083 Nassim Taleb And Scott Patterson On Black Swans And Chaos Kings
Nassim Nicholas Taleb (@nntaleb), the author of “The Black Swan” and “Antifragile," joins episode 83 of The Julia La Roche show alongside veteran Wall Street…
- The Julia La Roche Show
#082 David Hunter On Melt Up In Stocks, Global Bust, And Gold $20,000 Forecast
David Hunter (@DaveHcontrarian), Chief Macro Strategist at Contrarian Macro Advisors, joins Julia La Roche on episode 83 to discuss his forecast for the market…
- The Julia La Roche Show
#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way
Steve H. Hanke (@Steve_Hanke), professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied…
- The Julia La Roche Show
#080 Nick Glinsman: Investors Beware China
Macro investor Nicholas Glinsman (@nglinsman), co-founder of Malmgren Glinsman Partners, joins Julia La Roche on episode 80 for a wide-ranging discussion on…
- The Julia La Roche Show
#079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis
Brent Johnson (@SantiagoAuFund), the CEO of Puerto Rico-based wealth management firm Santiago Capital and the creator of the Dollar Milkshake Theory, returns…
- The Julia La Roche Show
#078 Guy Spier On How Lunch With Warren Buffett Changed His Life
Zurich-based author and investor Guy Spier (@GSpier), the founder and CEO of Aquamarine Capital, joins Julia La Roche one episode 78. In 2008, Guy and his…
- The Julia La Roche Show
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs)…
- The Julia La Roche Show
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
Herb Greenberg (@HerbGreenberg) is the editor of the Empire Financial Daily e-letter, Herb Greenberg's QUANT-X System, and Empire Real Wealth. Previously, he…
- The Julia La Roche Show
#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
Mike Maloney (@mike_maloney), author of Guide To Investing In Gold And Silver and founder and CEO of GoldSilver.com, joins Julia La Roche on episode 75 to…
- The Julia La Roche Show
#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
Bob Elliott (@BobEUnlimited), cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative…
- The Julia La Roche Show
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
Banker and author Chris Whalen (@rcwhalen), chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, joins Julia La Roche…
- The Julia La Roche Show
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia La Roche on…