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
5 snips
Jun 4, 2024 • 1h 15min
#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market
Dave Collum shares his grim macro view on financial markets and economics, predicting a potential long-term bear market and discussing the future of the American experiment. He also delves into his remarkable journey to financial success, wise investment decisions, and insights on detecting financial crises. Additionally, the podcast explores market cycles, global alliances, sensitive topics like the Khashoggi murder and election rigging, prepping for catastrophic events, handling controversy and cancel culture, and strategies for YouTube risks and writing.
6 snips
May 23, 2024 • 59min
#172 John Cochrane On The Fiscal Theory Of The Price Level, Causes Of Inflation, And The Need To Stop Throwing Money Down Trillion-dollar Rat Holes
John Cochrane, Senior Fellow at the Hoover Institution, discusses the US economy, fiscal theory of the price level, inflation causes, and debt implications. Emphasizes supply-side efficiency, fiscal discipline, tax code reforms, and AI's growth potential. Warns against stifling innovation and highlights the interconnectedness of policies to address the fiscal picture.
May 21, 2024 • 48min
#171 Dave Friedberg, CEO Of Ohala And Co-Host of The All-In Podcast, On The New Breakthrough Can Boost Crop Yields By 50-100% And Could Change Farming Forever
David Friedberg, CEO of O'Halo Genetics, discusses a genetic breakthrough for world hunger. Topics include challenges of civilization, revolutionizing agriculture with new plant reproduction tech, sustainable impact, economic challenges, and reflections on technology and progress.
May 16, 2024 • 39min
#170 Bob Elliott: The Biggest Risk For Equity Investors Is The Economy Remains Too Strong
Bob Elliott, CEO of Unlimited, discusses the income-driven economic expansion causing challenges for the Fed. He warns that the biggest risk for equity investors is the economy remaining too strong, putting pressure on the bond market. Elliott advises holding cash, gold, and commodities while being cautious about stocks and bonds.
May 14, 2024 • 32min
#169 Carol Roth: The Stagflationary Economy Is Making A Resurgence
Guest Carol Roth discusses the economy, inflation in assets, deficit-driven economy, fiscal dominance, stagflation, the Fed, debt, gold, and the challenges faced by small businesses in a conversation with Julia La Roche.
May 9, 2024 • 1h 22min
#168 The ‘Acid Capitalist’ Hugh Hendry On The Fed’s No-Win Situation, The Fragility Of Valuations, Gold As ‘The Alchemy Of Chaos,’ Buying Bitcoin, And The Dangerous Sign The Japanese Yen Is Sending
Hugh Hendry, The Acid Capitalist, discusses the Fed's dilemma, the fragility of valuations, the potential of gold and Bitcoin, and the warning signals from the Japanese Yen. He shares insights on market bubbles, risky investments, and the challenges faced by the Fed in today's economic environment. Hendry also reflects on his past hedge fund years, the importance of authenticity, and the influence of personal quirks on investment decisions.
May 7, 2024 • 22min
#167 Michael Pento: If Rates Don't Come Down Across The Yield Curve Relatively Quickly, The Economy's In For Big Trouble
Michael Pento from Pento Portfolio Strategies discusses the economy's risks, including rising inflation, debt burden, and potential GDP slowdown. Predicts Fed rate cuts and stagflation, advises on energy, metals, and gold investments. Highlights impacts on housing market, equities, and bonds.
May 2, 2024 • 39min
#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors
Nancy Davis, founder of Quadratic Capital Management, discusses the Fed Meeting, inflation, and opportunities for investors. She highlights the history of high inflation and the options available now to protect portfolios. Nancy also talks about IVOL, rates market indicators, and the importance of monitoring inflation-protected bonds.
Apr 30, 2024 • 37min
#165 Jim Bianco On Stickier Inflation, A 10-20% Chance Of A Rate Hike, And Why The 10-Year Treasury Yield Could Surge To 5-5.5%
Jim Bianco, President of Bianco Research, discusses the potential impact of inflation on the economy, predicting higher interest rates. He delves into the bifurcated nature of the economy, concerns about the Bitcoin ETF, and the need for a comprehensive alternative financial system.
Apr 25, 2024 • 34min
#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage
Chris Whalen, investment banker and author, discusses the dichotomy between consumer and commercial sectors, predicts rising interest rates favoring income-focused investments, emphasizes the need for reimagining cities, and highlights struggles due to rising costs in the economy.
