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
25 snips
Oct 15, 2026 • 42min
#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed
Larry McDonald, founder of The Bear Traps Report and a New York Times bestselling author, returns to examine hidden market stress. He discusses cracks in AI data-center financing, convertible bonds as a “last saloon” warning, consumer strain, and an internal crash masked by mega-cap tech. He also explores rate cuts, a possible index drawdown, long-duration bonds, and why gold and silver may shine.
16 snips
Oct 10, 2026 • 37min
#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About
Chris Whalen, a financial analyst, author, and chairman of Whalen Global Advisors, joins Julia La Roche to examine a mortgage industry “funeral,” stubbornly high home prices, and why bonds may not rally. They explore Washington’s deficit blind spot, Treasury credibility, narrow AI-led markets, struggling banks, midterm politics, capital gains taxes, and energy risks tied to the Iran war.
30 snips
Oct 8, 2026 • 34min
#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze
Ray Dalio, founder of Bridgewater Associates and renowned global macro investor, explores the forces reshaping markets and the world order. He discusses rising bond yields, a potential debt crisis, political conflict, geopolitical shifts, and AI’s transformative power. Dalio also examines bubble risks, gold, Bitcoin, international opportunities, and the foundations of successful countries.
30 snips
Oct 6, 2026 • 57min
#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything
Nick Nemeth, a cross-asset analyst and author of Mispriced Assets, explores whether private credit could trigger the next systemic crisis. He discusses rising defaults, hidden leverage, shaky AAA CLOs, and the migration of risk from banks to insurers. The conversation examines opaque valuations, annuity holders, reinsurance contagion, regulatory blind spots, and his bold 12-month forecasts.
Oct 3, 2026 • 34min
#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials
Chris Whalen, a financial analyst and banking expert, examines why cheap credit is over. He discusses elevated inflation, stubborn Treasury yields, mortgage and consumer stress, and housing affordability threatened by soaring diesel and construction costs. Whalen explains why the K-shaped economy is becoming an L, previews a challenging midterm landscape, and makes the case for going long energy while shorting financials.
Oct 1, 2026 • 54min
#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix
Dr. Mark Thornton, a Mises Institute senior fellow and Austrian-school economist, sounds the alarm on soaring Treasury yields, $40 trillion in debt, and wartime-level deficits. He explores how borrowing fuels a K-shaped economy, why younger Americans are turning against the establishment, and whether the Fed is heading toward renewed money printing. He also discusses hyperinflation risks and the case for hard assets.
Sep 29, 2026 • 57min
#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back
Andy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, brings a seasoned macro investor’s lens to today’s markets. He explores AI’s earnings and financing promises, rising rates, inflation, crowded U.S. equities, and the renewed case for 60/40 portfolios. He also reflects on the 1987 crash and lifelong portfolio construction.
28 snips
Sep 26, 2026 • 32min
#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock
Chris Whalen, financial analyst, investment banker, author, and founder of The Institutional Risk Analyst, examines the forces reshaping markets. He discusses structurally higher Treasury yields, 7% mortgages and housing consolidation, gold’s monetary comeback, and refinery disruptions threatening fertilizer and food supplies. He also covers energy investing, Social Security, housing corrections, and private-credit risks for insurers.
11 snips
Sep 24, 2026 • 50min
#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why
Michael Pento, founder of Pento Portfolio Strategies and a macroeconomic analyst, warns of simultaneous bubbles in stocks, real estate, and credit. He explains why 2027 could bring severe economic pressure, how rising Treasury yields threaten the 60/40 portfolio, and why hyperstagflation may follow renewed money printing. Pento also shares his current positioning in short-term Treasuries, dividend payers, and precious metals.
Sep 22, 2026 • 40min
#411 George Noble: Market Is Entering a Dangerous Phase
George Noble, CIO of Noble Capital Advisors and former assistant to Peter Lynch, delivers a bracing market warning. He discusses rising Treasury yields, deficits, AI spending, and why rotation may precede recession. Noble is bearish on technology and consumer stocks, while favoring gold, energy, and cash. He also examines private credit, housing weakness, the Fed, and the risks lurking beneath inflated earnings.
