The Julia La Roche Show

Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, shares his decades of economic wisdom, discussing five forces leading to an economic "interregnum". He argues that tariffs will be deflationary, critiques the Federal Reserve's restrictive policies, and highlights how federal spending cuts and massive debt hinder recovery. With insights dating back to the 1920s, Hunt warns of a difficult recession ahead in 2025, emphasizing the need to address declining demographics and the importance of legal immigration for future stability.

Ted Oakley, Managing Partner at Oxbow Advisors and author of 'Second Generation Wealth', shares his insights on the current economic climate and market behaviors. He warns about investor complacency amid deteriorating economic indicators and highlights the importance of maintaining liquidity in investment strategies. Oakley discusses his gold investment approach, emphasizing bullion as a hedge while viewing gold miners as tradeable assets. He wraps up with thoughts on teaching children financial responsibility and the value of independence.

Melody Wright, a writer and technologist with expertise in the housing market, dives deep into the current U.S. housing bubble. She debunks the myth of inventory shortage and reveals that March home sales dipped below 2008 levels amid population growth. Melody discusses Wall Street's influence, the surge of short-term rentals like Airbnb, and the ongoing effects of the 2008 crisis on today's market. With insights from her extensive road trip across America, she hopes to shed light on the struggles of millennial homebuyers seeking affordability.

Darius Dale, Founder and CEO of 42 Macro, discusses the critical intersections of politics, economics, and market dynamics. He delves into Trump's shift from Main Street to Wall Street and explores macroeconomic challenges, including sticky inflation and capital distribution. Dale analyzes the implications of a potential technical recession, foreign investment influences on the U.S. Treasury, and the KISS investment strategy. He emphasizes democratizing financial knowledge, making complex strategies accessible for everyone.

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, is a prominent voice in monetary policy and economics. She discusses the U.S. potentially being in recession, alongside a collapse in market confidence. DiMartino Booth highlights critical trends in consumer credit and employment data, emphasizing the political tensions between Trump and Powell. She sheds light on rising bankruptcies and the dire state of the housing market, warning about the implications for first-time homebuyers and economic stability.

Dr. Gary Shilling, a renowned economist and President of A. Gary Shilling & Co., offers intriguing insights into the current economic landscape. He discusses the likelihood of an impending recession and how Trump's tariffs are complicating global trade dynamics. Despite these challenges, he expresses confidence in the safety of U.S. Treasuries and the dollar. Shilling also highlights the potential for Indian stocks over Chinese investments and advocates for maintaining strong balance sheets to navigate economic uncertainty.

Larry McDonald, a New York Times bestselling author and founder of The Bear Traps Report, shares his expert insights on the shifting currents of the market. He discusses capital flows moving away from U.S. investments as European investors retreat. McDonald highlights opportunities in copper, uranium, and oil services, alongside the potential risk of a 'Lehman moment' where stocks, bonds, and currency face simultaneous weakness. He also compares gold's stability to Bitcoin and emphasizes the need for independent research among investors.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, dives deep into the complexity of tariffs, describing them as distractions from America's fading global currency dominance. He discusses worrying trends in consumer credit and forecasts potential defaults in multi-family housing. Whalen also analyzes the bond market's surprising rate cuts and advises investors to seek opportunities amid market volatility. His insights present a compelling picture of the shifting economic landscape.

Jim Rickards, a bestselling author and investment advisor, dives into 'MAGANOMICS,' discussing Trump’s economic strategy involving tariffs and the unique 3-3-3 Plan. He highlights a looming 'time bomb' in the financial market, warns of potential recession risks, and emphasizes the momentum of the current gold rally. Rickards also explores the interplay between tariffs, oil production, and the U.S. economy, while explaining how innovative strategies can help manage national debt and drive growth in uncertain times.

In this engaging discussion, Axel Merk, founder and CIO of Merk Investments with over 30 years of investment experience, dives into the implications of Trump’s trade policies on global financial systems. He highlights potential disruptions in capital flows and the fragility of current economic frameworks. Merk also elaborates on gold as a contrarian indicator amidst inflation worries, addressing why there's no such thing as a safe asset today. His investment strategies and insights into stagflation risks provide valuable guidance for navigating volatile markets.