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
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.
33 snips
Sep 20, 2025 • 38min
#288 Chris Whalen: Fed Caused Housing Emergency, Rate Cuts Won't Fix It
Chris Whalen, Chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, dives into macroeconomic insights and housing-market analysis. He highlights the Fed's role in escalating housing prices and discusses the looming housing emergency. Whalen explores homeowner psychology amidst fluctuating mortgage rates and offers a critical outlook on bank balance sheets with underwater mortgage securities. He also touches on the potential impacts of a weaker dollar and shares his high-conviction trades in gold and silver.
25 snips
Sep 19, 2025 • 34min
#287 Danielle DiMartino Booth: The Fed Chose Independence Over The Economy Even As A Double-Dip Recession Unfolds
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research and author of 'Fed Up,' brings her macroeconomic expertise to the conversation. She critiques the Fed's recent 25bp cut as prioritizing independence over economic relief. Highlighting alarming data, she asserts that the U.S. has created zero jobs since April and predicts a double-dip recession beginning in Q2 2024. Danielle stresses the potential risks of the 'Fed put' becoming obsolete, warning that hidden leverage in private markets could lead to systemic vulnerabilities.
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.
