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
24 snips
May 20, 2025 • 57min
#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons
Tommy Thornton, founder of Hedge Fund Telemetry and former senior trader at a major hedge fund, dives deep into the volatile market landscape of 2025. He discusses the rising risks in the bond market, particularly the impact of increasing treasury yields. Thornton weighs in on the role of tariffs and the Federal Reserve's strategies amid fears of recession and stagflation. He also offers insights on gold investments and critiques traditional trading strategies in today's fluctuating environment.
12 snips
May 15, 2025 • 39min
#258 Chris Whalen: No Recession, Tariffs Just 'a Distraction,' Why Stocks Rise & Gold Is 'a Great Trad
Chris Whalen, chairman of Whalen Global Advisors and author of 'Inflated: Money, Debt and the American Dream,' shares his contrarian views on the economy. He dismisses recession fears while spotlighting a silent downturn in commercial real estate. Whalen critiques the Treasury-Fed relationship as crucial to America's economy and warns of a potential commercial real estate collapse. He also examines the impact of inflation on housing affordability, emphasizing the challenges faced by average citizens versus asset holders.
15 snips
May 13, 2025 • 1h 3min
#257 Dr. Edward Altman: We're Entering The 'Stressed' Zone In The Credit Cycle, Why Bankruptcies Last Year Exceeded Financial Crisis Levels, And And Why Defaults Lead Recessions
Dr. Edward Altman, a finance expert and creator of the Z-Score bankruptcy model, dives deep into the rising tide of corporate bankruptcies, which has hit levels unseen since the 2008 crisis. He highlights why we're shifting from a benign to a stressed credit phase, touching on the stark differences in defaults between bank loans and high-yield bonds. Altman also discusses distress exchanges as a lifeline for companies and emphasizes the critical role of credit cycles as predictors of economic downturns, urging caution for investors.
33 snips
May 8, 2025 • 44min
#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, shares her insights as a former Federal Reserve insider. She highlights alarming economic indicators, such as rising long-term unemployment and record credit card payments, suggesting an urgent need for rate cuts. The discussion also touches on the challenges in the job market, including declining pay for gig jobs like Uber. Despite these concerns, she finds hope in the determination of the younger generation to shape a better future amidst economic uncertainty.
31 snips
May 6, 2025 • 1h 2min
#255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets
Grant Williams, author of “Things That Make You Go Hmmm…” and host of his own podcast, dives into a seismic 100-year pivot reshaping our global landscape. He discusses the upcoming tariff impacts on corporate earnings and the necessity for investors to focus on capital preservation rather than chasing wealth. Williams highlights gold's resurgence as central banks lose faith in the US dollar and emphasizes adapting to profound socio-economic shifts. His insights prompt a crucial reevaluation of trust in institutions and investment strategies for a new era.
30 snips
May 3, 2025 • 1h 2min
#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum
Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, shares his decades of economic wisdom, discussing five forces leading to an economic "interregnum". He argues that tariffs will be deflationary, critiques the Federal Reserve's restrictive policies, and highlights how federal spending cuts and massive debt hinder recovery. With insights dating back to the 1920s, Hunt warns of a difficult recession ahead in 2025, emphasizing the need to address declining demographics and the importance of legal immigration for future stability.
12 snips
May 1, 2025 • 47min
#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'
Ted Oakley, Managing Partner at Oxbow Advisors and author of 'Second Generation Wealth', shares his insights on the current economic climate and market behaviors. He warns about investor complacency amid deteriorating economic indicators and highlights the importance of maintaining liquidity in investment strategies. Oakley discusses his gold investment approach, emphasizing bullion as a hedge while viewing gold miners as tradeable assets. He wraps up with thoughts on teaching children financial responsibility and the value of independence.
25 snips
Apr 29, 2025 • 29min
#252 Melody Wright: The U.S. Housing Market Is In A Massive Bubble
Melody Wright, a writer and technologist with expertise in the housing market, dives deep into the current U.S. housing bubble. She debunks the myth of inventory shortage and reveals that March home sales dipped below 2008 levels amid population growth. Melody discusses Wall Street's influence, the surge of short-term rentals like Airbnb, and the ongoing effects of the 2008 crisis on today's market. With insights from her extensive road trip across America, she hopes to shed light on the struggles of millennial homebuyers seeking affordability.
Apr 24, 2025 • 59min
#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already?
Darius Dale, Founder and CEO of 42 Macro, discusses the critical intersections of politics, economics, and market dynamics. He delves into Trump's shift from Main Street to Wall Street and explores macroeconomic challenges, including sticky inflation and capital distribution. Dale analyzes the implications of a potential technical recession, foreign investment influences on the U.S. Treasury, and the KISS investment strategy. He emphasizes democratizing financial knowledge, making complex strategies accessible for everyone.
12 snips
Apr 22, 2025 • 38min
#250 Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, is a prominent voice in monetary policy and economics. She discusses the U.S. potentially being in recession, alongside a collapse in market confidence. DiMartino Booth highlights critical trends in consumer credit and employment data, emphasizing the political tensions between Trump and Powell. She sheds light on rising bankruptcies and the dire state of the housing market, warning about the implications for first-time homebuyers and economic stability.
