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 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.
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.
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.
20 snips
Dec 18, 2025 • 59min
#319 Peter Schiff: Trump Wrong On Inflation, Dollar Collapse Ahead & America's Inflationary Depression
Peter Schiff, Chief Economist at Euro Pacific Asset Management and a renowned commentator on macroeconomics, delivers a grim forecast for the U.S. economy, predicting a looming dollar collapse and inflationary depression. He argues that gold and silver prices are alarming indicators of this crisis. Schiff critiques both Trump and Biden for their roles in the inflation crisis and shares his belief that a radical left Democrat will win in 2028. He stresses the importance of protecting wealth through precious metals and foreign assets as the economy faces severe challenges.
12 snips
Dec 16, 2025 • 49min
#318 Mike Green: Why $100,000 Is The New Poverty Line In America
Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, discusses his viral analysis of America's real poverty line. He reveals that families earning $100,000-$140,000 are caught in the 'valley of death,' where benefits vanish before wages can compensate. Green highlights how rising childcare costs and outdated tax codes contribute to the financial struggles of young families. He predicts potential market crashes driven by passive investing and reflects on the broader implications of economic inequality, stressing the need for systemic reform.
39 snips
Dec 13, 2025 • 38min
#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 a leading voice in credit and banking analysis, dives into pressing financial topics. He unpacks the divided Fed's recent decisions and forecasts a home price correction on the horizon. Whalen raises alarms about 15-20% of private equity firms teetering on insolvency. He also highlights risks in commercial real estate, scrutinizes JPMorgan's expense guidance, and challenges the utility of stablecoins. Plus, he shares insights on bank earnings and the hidden dangers in non-depository lending.
26 snips
Dec 12, 2025 • 34min
#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, a housing market analyst and author of M3 Melody Substack, shares her insights after driving 10,000 miles across America examining housing conditions. She warns of a potential 38% correction in home prices, emphasizing that the middle class is being squeezed out of homeownership. Melody debunks the myth of a structural housing shortage, citing high vacancy rates and rising inventory. She discusses how the current crisis could impact millennials more severely than in 2008, urging prospective buyers to hold off and prepare for a turbulent market ahead.
20 snips
Dec 11, 2025 • 35min
#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 of QI Research and author of 'Fed Up,' passionately critiques Federal Reserve policy in her open letter to the FOMC. She discusses the misunderstanding around QE, the Fed's dual mandate, and rising inequality where the top 10% thrive while the middle class suffers. Danielle warns of serious consequences from unchecked Fed practices, advocating for a reset in monetary policy that prioritizes everyday Americans. Her insights into labor market dynamics and the impact of AI on job opportunities are equally riveting.
25 snips
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.
50 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.
