The Julia La Roche Show
Julia La Roche
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 about the guest, never the host. She speaks less and listens more. She always does her homework.
Episodes
Mentioned books
Dec 6, 2025 • 34min
#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, discusses the Federal Reserve's political influences on rate cuts, especially ahead of midterm elections. He shares insights on the possible appointment of Kevin Hassett as Fed Chair and analyzes the upcoming FOMC meeting. Whalen explores commercial real estate challenges and the outdated nature of the Fed's 2% inflation target. He also describes the K-shaped economy, highlighting the divide in recovery experiences among consumers and investors.
26 snips
Dec 5, 2025 • 1h 14min
#313 Hugh Hendry On Preparing For The Dawn Of Chaos
Hugh Hendry, a former global macro hedge fund manager and founder of Eclectica Asset Management, returns to share his bold investment strategies. He introduces his 'macro compass' portfolio, emphasizing a mix of equities, treasuries, alternatives like Bitcoin, and cash. Hendry warns of impending AI-driven unemployment and predicts that government redistribution will disrupt inflation controls. He also highlights the risks facing the UK economy and argues why tech valuations may be peaking, making this a compelling discussion for anyone interested in macroeconomic trends.
23 snips
Dec 2, 2025 • 1h 14min
#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, an Austrian economist and senior fellow at the Mises Institute, shares his insights on the looming economic crisis, which he describes as an 'everything bubble.' He discusses how Federal Reserve manipulation has led to widespread malinvestments and highlights key vulnerabilities in commercial real estate and private equity. Thornton warns that by 2026, the U.S. may face hyperinflation, making gold and silver essential hedges against fiat depreciation. He also critiques current political leaders' lack of resolve to address these pressing monetary issues.
23 snips
Nov 26, 2025 • 34min
#311 Steve Hanke: Money Supply Acceleration Could Reignite Asset Bubbles and Inflation
Economics guru and Johns Hopkins professor, Steve H. Hanke, dives into the complex world of money supply and inflation. He warns that the Fed's potential end to quantitative tightening could rev up money supply, sparking asset bubbles and inflation. Hanke critiques the Fed's data-driven policies and emphasizes the dangers of deregulation allowing massive lending boosts. He also predicts gold could soar to $6,000, while offering mixed insights on recession risks due to labor market softness and money acceleration.
38 snips
Nov 24, 2025 • 34min
#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks
Larry McDonald, founder of The Bear Traps Report and bestselling author, warns that a credit crisis has begun with multiple 'idiosyncratic' events affecting markets. He discusses a potential $6-8 trillion rotation from the NASDAQ 100 to value stocks, highlighting beaten-down sectors like coal and natural gas, which offer impressive cash flow yields. McDonald also emphasizes the risks of passive investing concentrating market power and the challenges faced by tech companies during a turbulent economic landscape.
25 snips
Nov 22, 2025 • 32min
#309 Chris Whalen Warns of Year-End Liquidity Crunch
Chris Whalen, Chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, discusses impending economic turbulence. He highlights a looming liquidity crunch as the Treasury pulls $1 trillion from the banking system, potentially squeezing year-end finances. Whalen warns of significant losses for companies with Bitcoin exposure and emphasizes a flattening housing market. He also critiques the Fed's inability to cut rates in December despite optimistic chatter, painting a concerning picture for both commercial real estate and public investors.
23 snips
Nov 20, 2025 • 36min
#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research and former Fed insider, dives into the Federal Reserve's internal conflicts and controversial decisions. She highlights the dangers of ignoring alternative data like ADP's reports while preparing for potential liquidity crises. Danielle warns that failing to cut rates in December could mirror the December 2018 market catastrophe. The conversation also touches on AI's impact on jobs, market risks from tech concentration, and the necessity of addressing small business distress.
28 snips
Nov 18, 2025 • 48min
#307 Brian Hirschmann: Gold to Double From Here In Next Crisis, Most Dangerous Time in Financial History
Value investor Brian Hirschmann, managing partner of Hirschmann Capital, shares his insights on the precarious state of today's financial landscape, highlighting three massive bubbles in equities, real estate, and bonds. He predicts that gold could soar beyond $8,000 as the next crisis unfolds and emphasizes the exceptional opportunities in gold mining developers. Hirschmann also discusses the implications of government debt, suggesting we’re at a breaking point, and critiques Bitcoin’s viability as a fiat alternative.
54 snips
Nov 15, 2025 • 32min
#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, dives deep into the current market landscape. He highlights troubling signs reminiscent of the November 2018 crisis, with tightening liquidity and market volatility. Whalen discusses the Fed's challenges in measuring reserve availability and anticipates potential shifts in interest rates. He also analyzes Bitcoin's pullback and the pressures facing private credit, suggesting investors should reconsider their allocations in gold and other tangible assets.
15 snips
Nov 13, 2025 • 57min
#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 macroeconomic analyst, discusses the impact of a government shutdown that has locked $1 trillion in the Treasury General Account, causing liquidity concerns. He warns that many Americans have lost 25% of their purchasing power since 2020 and highlights the growing divide in wealth, with the top 1% gaining significantly more than the bottom 50%. Lavish stresses the importance of hard assets like Bitcoin and gold, cautioning against mistaking liquidity influx for real economic prosperity.
