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
19 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.
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.
65 snips
Nov 10, 2025 • 55min
#304 Ed Dowd: We're Already in a Recession, "One More Pump Then It's Over" for Stocks, Oil to $30, China Facing Crisis, Deflation Scare, & Gold to $10K by 2030
Ed Dowd, a founding partner of Phinance Technologies and author of "Cause Unknown," discusses the current technical recession masked by a few dominant stocks. He highlights accelerating layoffs and the housing market's decline, alongside unexpected deflation from China’s real estate crisis. Dowd predicts oil could crash to $30 amid a tightening liquidity environment and encourages investing in treasuries. He also sees gold soaring to $10,000 by 2030 as central banks accumulate, while Bitcoin falters as a warning signal for a looming risk-off phase.
Nov 9, 2025 • 43min
#303 Chris Whalen: Stocks Running Out of Buyers, NYC's Future Under Mamdani & The Case for Gold
Chris Whalen, chairman of Whalen Global Advisors and author known for his insights into financial risk, discusses the current market dynamics. He warns of slowing stocks and crypto, attributing issues in NYC's corporate landscape to inflation. Whalen predicts a housing correction by 2027-28 and critiques the Fed's impact on home prices. He emphasizes the growing significance of gold amid central banks' reserves and shares concerns about widespread fraud in private credit markets, while expressing skepticism about the future of crypto.
35 snips
Nov 6, 2025 • 1h 1min
#302 Whitney Tilson: The Hedge Fund Manager Who Ran Against Mamdani on the "Trojan Horse" Mayor, Why NYC Will Thrive Anyway, Riding This Bull Market & His Top Stock Picks and "Stinky Six" to Avoid
Whitney Tilson, a value investor and former NYC mayoral candidate, shares his insights on the recent election of Zohran Mamdani. While he raises concerns about Mamdani's proposals and socialist ties, Tilson remains optimistic about NYC's resilience. He discusses his favorite stocks like Berkshire Hathaway and Amazon, along with the speculative pick Joby Aviation. Also highlighted is his 'Stinky Six'—stocks to steer clear of. Tune in for an engaging blend of market analysis and political commentary!
15 snips
Nov 1, 2025 • 39min
#301 Dr. Gary Shilling: Labor Markets Weakening, Recession Concerns & Why Markets May Wake Up Soon
Dr. A. Gary Shilling, an esteemed economist and president of A. Gary Shilling & Co., dives into the cooling economy and the warning signs of a potential recession. He discusses stagnating labor markets and how markets are ignoring these warning signals. Shilling highlights the dangers of rising government debt, the 'debt bomb' looming over the economy, and emphasizes the adaptability of the U.S. economy amid disruptions. With market valuations not reflecting real economic conditions, he forecasts a wake-up call for investors.
35 snips
Oct 30, 2025 • 38min
#300 Danielle DiMartino Booth: "Something Else Is Going On" at the Fed - December Rate Cut in Doubt Despite Weakening Labor Data and Worker Struggles
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research and former Federal Reserve insider, shares her insights on the recent FOMC meeting. She critiques Fed Chair Powell's hawkish stance amid rising layoffs from major companies. Danielle discusses internal Fed politics, unexpected dissenting voices, and the alarming trend of job destruction signaling recession. She emphasizes the need for compassionate awareness regarding struggling families as the holiday season approaches and highlights the increasing stress in private credit markets and corporate bankruptcies.
23 snips
Oct 28, 2025 • 52min
#299 Michael Pento: Market Warning on Three Record Bubbles, Why the Fed Can't Save Us & Why He's Net Long (For Now)
Michael Pento, president of Pento Portfolio Strategies, dives into the precarious state of the economy, highlighting three massive bubbles in stocks, bonds, and real estate. He stresses the importance of active management to navigate these distortions. Pento warns that rising bond yields could trigger a crisis, compounded by inflation rather than traditional insolvency. He also discusses how current Fed policies aim to maintain asset stability, risking long-term consequences. Lastly, he emphasizes gold's emerging role as a protective asset amid these turbulent times.
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.
