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
23 snips
Jan 17, 2026 • 33min
#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, shares his critical insights on the current financial landscape. He argues that the GSE release is politically motivated and discusses crypto as a speculative gamble. Whalen highlights a 2026 risk concerning private equity, labeling it a ticking time bomb for banks. He favors gold over silver for stability and predicts major housing price corrections are needed for affordability. His analysis sheds light on complex financial dynamics and potential market shifts.
13 snips
Jan 16, 2026 • 46min
#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, shares his insights on the economic landscape. He highlights $60 oil as a key investment opportunity, predicting prices could exceed $70. Peter identifies energy, agriculture, and consumer staples as top sectors for 2026. He discusses the geopolitical implications of Venezuela's oil situation and cautions about the fading AI tech trade. His analysis emphasizes potential shifts in market dynamics and the challenges ahead.
18 snips
Jan 15, 2026 • 30min
#327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
In this insightful discussion, veteran investor Jim Rogers shares why he sold all his U.S. stocks, citing historical market highs and emerging bubble traits. He warns of a looming financial crisis fueled by staggering national debt and expresses skepticism toward extreme market exuberance. While he owns gold and silver, he remains hesitant to buy more at peak prices. Rogers also critiques U.S. actions abroad, particularly towards Venezuela. His stark advice? Young Americans may face significant challenges ahead.
22 snips
Jan 10, 2026 • 37min
#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 renowned for his insights on banking and macroeconomic risk, joins the discussion. He criticizes Trump's mortgage bond plan as 'idiotic', emphasizing that the real issue is the Fed's actions driving up home prices. Whalen warns against the systemic risk posed by AI hype on tech valuations and highlights dangerous Fed strategies involving long-duration securities. He also calls for action on Venezuela sooner and expresses concerns over future consumer credit deterioration.
27 snips
Jan 9, 2026 • 55min
#325 David Woo: The World Is Not The Same After This Week
David Woo, economist and CEO of David Woo Unbound, discusses the seismic shift in global politics following the capture of Maduro, predicting the end of the rule-based international order. He argues this makes gold a safe bet as trust in the dollar wanes. Woo shares bold predictions for 2026, including a short on oil and a potential $2,000 tariff rebate stimulus. He also warns about the AI bubble's risk, citing Microsoft's January earnings as pivotal. It's a mix of macro analysis, bold market calls, and geopolitical insight.
25 snips
Jan 8, 2026 • 57min
#324 Henrik Zeberg: Blow Off Top Underway - Real Economy Already Sinking
Henrik Zeberg, a macro economist and head of SwissBlock, discusses alarming trends in the economy and financial markets. He reveals that private job creation has plummeted, with 90% of consumers worse off than during previous crises. Using a Titanic metaphor, he illustrates widening wealth inequality while predicting a potential stock market blow-off top followed by a severe downturn. Zeberg emphasizes the dangers of central bank interventions, suggesting they could lead to stagflation, and shares insights on gold's future amidst economic turbulence.
21 snips
Jan 3, 2026 • 40min
#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, shares his astute market insights. He warns of an impending market correction reminiscent of 2008, largely driven by private equity challenges. Whalen exposes the rise of AI-fueled fraud in housing and discusses a potential housing market downturn by 2027-28. He also highlights a shift in global gold pricing to Shanghai and predicts that Jerome Powell will remain on the Fed board through 2028, navigating political tensions.
10 snips
Dec 24, 2025 • 54min
#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, a seasoned macro market strategist with over 40 years under his belt, shares his most concerning insights about the economy. He predicts 2026-2027 could yield significant challenges due to soaring national debt and a struggling middle class. Having transitioned fully into gold in 2021, he envisions price targets of $5,000 for gold and $100 for silver. Grandich also discusses the alarming trend towards de-dollarization and cultural divisions hinting at a possible future as a banana republic.
15 snips
Dec 22, 2025 • 51min
#321 Carol Roth: America's Broken Fiscal Foundation & The Inflation That's Coming
Carol Roth, a former investment banker and two-time New York Times bestselling author, shares her insights on America's fiscal challenges. She discusses the implications of a K-shaped economy, where wealth is unevenly distributed, and explains how rising costs in housing and education contribute to national stress despite apparent abundance. Carol predicts inflation will serve as a release valve for the debt crisis. She also makes a bullish case for gold as central banks shift their strategies and outlines potential economic scenarios for 2026.
11 snips
Dec 20, 2025 • 33min
#320 Chris Whalen: How To Really Reform The Fed
Chris Whalen, chairman of Whalen Global Advisors and financial historian, discusses crucial reforms for the Federal Reserve. He critiques Kevin Hassett’s chances for Fed Chair after his comments on Trump's views. Whalen proposes a decentralized model for the Fed focused solely on sound money, advocates for abandoning the dual mandate, and warns of rising inflation as the new normal. He also shares insights on the potential home price correction, the role of precious metals, and addresses hidden risks in private credit.
