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
22 snips
Sep 9, 2025 • 31min
#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, shares his insights on the current financial landscape. He discusses a 'risk-off' strategy after substantial market gains, warning of potential instability in the Treasury market. Whalen critiques the Federal Reserve's policies and predicts the dollar's decline in favor of gold as countries seek alternatives. He also forecasts a housing market reset, likening it to past speculation, suggesting it may create buying opportunities for patient investors.
17 snips
Sep 6, 2025 • 42min
#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, shares his insights from over forty years in finance. He warns that current market valuations are unsustainably high while economic growth falters. Oakley predicts Fed rate cuts could lead to significant market mistakes, urging investors to hold cash and commodities for protection. He draws parallels between today’s retail trading frenzy and the late 1990s, emphasizing the need for risk management and long-term strategies, especially for wealth preservation in uncertain times.
9 snips
Aug 28, 2025 • 31min
#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008
In this discussion, Melody Wright, an insightful analyst and author of M3 Melody Substack, delivers a stark warning about the current housing market's instability. She outlines how speculative investment is driving a bubble even worse than 2008, with owners interested in profits rather than homeownership. Wright highlights the difficulties faced by first-time buyers, including a significant rise in mortgage fraud and the implications of upcoming changes to FHA loan programs. She also shares hopeful trends emerging in specific markets, like North Carolina.
37 snips
Aug 26, 2025 • 46min
#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential,
Warren Pies, founder of 3Fourteen Research, discusses the significant shift from a deflationary mindset to one of debasement, driven by fiscal policy rather than the Fed. He urges listeners to redirect criticism away from the Fed and highlights a bullish stance on equities and hard assets like gold, having achieved his $3,500 target. Pies argues that Fed rate cuts will have little effect, and inflation is influenced by tariff-driven changes. He also explores the widening perception gap in macroeconomics and its implications for investment decisions.
11 snips
Aug 22, 2025 • 31min
#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake
Jim Bianco, founder and president of Bianco Research, offers sharp insights into today's economic landscape. He discusses skepticism around anticipated Fed rate cuts, the intricate dance between inflation and interest rates, and their effects on various income groups. Bianco highlights the labor market's challenges due to worker availability and the vital role of immigration. He also explores rising gold prices and innovative ways to generate yields without selling. Amid economic concerns, he shares optimism about AI creating new job opportunities.
34 snips
Aug 15, 2025 • 47min
#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007
Peter Grandich, a Wall Street veteran with over 40 years of experience, shares stark warnings about the stock market, expressing greater concern now than during past crashes. He discusses the 'K-economy,' where wealth is heavily concentrated among the top 10%. Grandich emphasizes the risks posed by passive investing and highlights the looming threat of de-dollarization amid ongoing trade wars. With rising economic and political tensions, he advocates for gold and international investments, cautioning that traditional strategies may not suffice in the face of potential downturns.
51 snips
Aug 13, 2025 • 40min
#280 Chris Whalen On Why The Fed Won't Be Cutting Rates In September
Chris Whalen, Chairman of Whalen Global Advisors and a prominent Wall Street analyst, shares his insights on the Federal Reserve's unlikely rate cuts this September amid persistent inflation. He discusses upcoming reforms under Trump's nominee, Steve Mirren, which may enhance Fed independence. Whalen also expresses bullish sentiments on gold as a sound money alternative and anticipates significant shifts in the housing market by 2028. He warns of risks from crypto platform failures while highlighting SoFi's impressive performance compared to Bitcoin.
Aug 8, 2025 • 49min
#279 Marc Faber: The Asset Price Illusion Will Eventually Collapse
Dr. Marc Faber, editor of the Gloom Boom and Doom Report, shares his pessimistic view on the global economy. He believes asset price inflation is unsustainable and warns that the current debt situation in the U.S. may end badly, potentially escalating into conflict. Faber critiques the illusion of wealth and highlights the declining affordability in housing. He’s bearish on paper currencies and advocates for investing in precious metals, citing that while liquidity remains plentiful, traditional assets may falter.
13 snips
Aug 5, 2025 • 47min
#278 Anna Wong: What If We Are In A Recession And People Haven't Noticed Yet?
Anna Wong, Chief US Economist at Bloomberg Economics, dives deep into the troubling employment data, revealing only 35,000 jobs added over three months. She discusses the implications of this dismal figure and whether it's a fluke or signs of a real recession. Wong also examines tariff impacts on inflation, predicting rising service costs as consumer sentiment improves. Drawing from her time at the White House, she warns that tariff uncertainty may hurt the economy more than the tariffs themselves, and anticipates delays in Fed rate cuts.
Jul 31, 2025 • 24min
#277 Danielle DiMartino Booth: What the historic Fed dissent really exposed about Powell's leadership crisis and why Trump's relentless pressure campaign could trigger an Armageddon scenario
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, is a leading expert on the Federal Reserve and the U.S. economy. She delves into the historic double dissent at the FOMC, asserting it reflects deeper issues in Powell's leadership. DiMartino critiques Trump’s growing pressure on the Fed, warning it could lead to an economic meltdown. She also highlights alarming signs of recession, including job losses and deflation in key sectors, challenging Powell's optimistic take on the job market.
