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
17 snips
Oct 23, 2025 • 48min
#298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory
Chris Irons, also known as Quoth the Raven, is a financial commentator and author renowned for his macroeconomic insights. He discusses the unprecedented state of global monetary policy and predicts the Fed may resort to yield curve control to save the bond market, risking a dollar decline. Irons emphasizes central banks as crucial buyers of gold, dismissing meme speculation, and warns about the inevitable deleveraging ahead. Drawing on his background in short selling, he highlights the challenges facing this sector amidst Fed liquidity and urges listeners to conduct their own research.
30 snips
Oct 21, 2025 • 47min
#297 Jim Bianco: Markets at All-Time Highs - So Why Is the Fed Cutting Rates?
Jim Bianco, president of Bianco Research, shares his insights on the perplexing decision of the Fed to cut rates while markets soar. He explains the shocking drop in job creation from 158,000 to 29,000 due to a collapse in immigration and population growth. Bianco warns that lower rates may reignite inflation through rising tariffs and empowered remote workers. He also draws parallels between today's AI stock concentration and the late-90s bubble, cautioning about potential market mispricing due to aggressive retail buying.
26 snips
Oct 18, 2025 • 58min
#296 David Woo on the Macro Trade Everyone's Missing: What the US-China Trade War Is Really About
David Woo, an economist and CEO of David Woo Unbound, dives into the implications of the US-China trade war and the looming threat of stagflation. He highlights how tariffs are finally impacting consumer behavior, resulting in weaker holiday shopping. Woo argues that China is outpacing the US in the tech race, bolstered by automation and AI. He declares the current situation a critical macro trade, warning investors about an AI bubble and the US's market miscalculations. The conversation closes with Woo's candid insights on geo-political risks and market positioning.
21 snips
Oct 16, 2025 • 1h 1min
#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream
Lawrence Lepard, a sound-money advocate and author of The Big Print, dives into the shifting landscape of monetary debasement. He discusses gold's surge to $4,200 and silver's climb to new heights, signaling a bullish trend. Lawrence predicts Bitcoin will soon follow suit, potentially reaching $250K. He compares the current economic climate to the inflationary pressures of the 1970s, emphasizing the importance of hard assets like gold and silver. Additionally, he explores the implications of Fed policies and the role of short sellers in today's markets.
39 snips
Oct 14, 2025 • 47min
#294 Tommy Thornton: "I Definitely Think We're at a Blow-Off Top" — Market Extremes and What's Next
Thomas Thornton, founder of Hedge Fund Telemetry and an experienced market analyst, shares insights on the current market landscape. He warns of a potential blow-off top driven by excessive leverage and a gambling mentality among investors. Thornton highlights risks from concentrated stock performances, particularly in tech, and the pitfalls of passive investing. He discusses the limitations of the Fed's intervention capability and emphasizes the need for cautious positioning, urging investors to reduce exposure and await better buying conditions.
37 snips
Oct 9, 2025 • 42min
#293 Danielle DiMartino Booth: Fed Quietly Reclassified $300B In Loans With No Comment - Is This Systemic?
Danielle DiMartino Booth, CEO of QI Research, shares her insights as a former Fed insider. She reveals how the Fed reclassified $300 billion in loans with no announcement, drawing alarming parallels to Enron. Booth highlights the rising youth unemployment rates due to AI adoption and warns that the Class of 2025 is facing dire prospects. She argues gold has morphed into a speculative asset and discusses the implications of the government's data shutdown for the Fed's upcoming decisions. Tune in for a thought-provoking conversation on the economy!
21 snips
Oct 4, 2025 • 34min
#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, provides provocative insights on gold and the economy. He discusses why Americans are uneasy about gold despite its rising value, implying dollar weakness. Whalen predicts gold may reach $5,000+ as U.S. allocations increase. He highlights the Fed's historical gold ties and warns about financial repression that could hurt assetless individuals. With political dysfunction looming, he foresees potential credit stresses but resilience in markets.
16 snips
Oct 2, 2025 • 1h 1min
#291 Henrik Zeberg: Everything Bubble Bust Coming After Final Blow-Off Top
Henrik Zeberg, head macroeconomist at SwissBlock and author of The Monetary House of Cards, dives into his intriguing business cycle framework. He predicts a severe crash following a final blow-off top, with the S&P possibly hitting 7,500. Zeberg warns gold is in a 'mini bubble' before a potential decline, and shares his bold thesis on how post-deflationary Fed policies could lead to stagflation. He highlights the disconnect between the financial markets and the real economy, urging a focus on leading indicators for better policy timing.
14 snips
Sep 25, 2025 • 39min
#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge
Axel Merk, Chief Investment Officer of Merk Investments, shares insights on gold's record highs and the shift of fiscal sustainability concerns into mainstream discourse. He explores the divide between conservative gold investors and speculative miners, emphasizing the significance of management quality in developers. Merk critiques the Fed's micromanagement of the economy, linking it to inefficient capital allocation. He also discusses the changing dynamics of gold's market and advises on personal investment strategies to navigate the current environment.
52 snips
Sep 23, 2025 • 53min
#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top
Michael Howell, CEO of CrossBorder Capital and author of Capital Wars, dives into global liquidity cycles and market risks. He discusses the current late stage of a bull run, revealing looming dangers like a massive debt refinancing wall from COVID-era borrowing. Howell projects gold prices soaring to $10,000 by the late 2030s and $25,000 by 2052, influenced by U.S. monetary inflation and China's debt crisis. He advocates for gold and Bitcoin as hedges against currency weakening, offering crucial insights for investors.
