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
Mar 4, 2025 • 50min
#239 Jeff Snider: The 'Recovery' Was Artificial - We Never Left the Last Recession
Jeff Snider, host of Eurodollar University, is an expert on the global monetary system. In this engaging discussion, he argues that the U.S. never truly emerged from the 2020 recession, citing misleading indicators fueled by government interventions. Snider highlights a staggering 5 million job deficit and warns of risks arising from China's banking system. He dissects the disconnect between stock market optimism and weak bond signals, and emphasizes the overlooked complexities of the Eurodollar system affecting global economies.
36 snips
Mar 2, 2025 • 35min
#238 Larry McDonald: Why Trump Needs a Recession to Fix the Economy
Larry McDonald, founder of The Bear Traps Report and bestselling author, shares his insights on the economy and markets. He discusses the engineered economic slowdown as the government confronts inflation and massive debt. McDonald highlights how the top 10% of consumers drive 60% of spending and suggests that hard assets like copper may outperform tech stocks during stagflation. He explains the concept of 'financial repression' and its role in managing the staggering $37 trillion debt burden.
15 snips
Feb 28, 2025 • 34min
#237 Dr. Judy Shelton: We're at a Monetary Crossroads, It's Time to Audit the Fed, and Demand Sound Money
Dr. Judy Shelton, a senior fellow at the Independent Institute and author of "Good as Gold," discusses the urgent need for U.S. monetary reform. She critiques the Federal Reserve's practices, including paying banks not to lend and the troubling implications of a 2% inflation target that undermines savings. Shelton advocates for auditing the Fed and restoring accountability. She also explores the historical context of the gold standard and proposes gold-linked bonds as a pathway to sound money, emphasizing its importance for economic liberty.
17 snips
Feb 24, 2025 • 35min
#236 Bob Elliott: 'Curb Your Enthusiasm' as Negative Growth Surprise Ahead
Bob Elliott, cofounder and CEO of Unlimited, shares insights on the economic landscape and investment outlook. He warns of a potential growth disappointment in 2025, driven by shifting Fed policies and rising tariffs. Elliott highlights the contrast between high growth expectations in the stock market and the low confidence levels among professional investors. The conversation also covers the implications of partisan perspectives on market sentiment and the growing demand for gold as a safe haven amid economic uncertainty.
19 snips
Feb 20, 2025 • 35min
#235 Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected
Danielle DiMartino Booth, CEO of QI Research and author of "Fed Up," dives into pressing economic issues. She discusses signs of disinflation, including falling rents and rising job cuts, suggesting more Fed rate cuts might be on the horizon. DiMartino Booth raises alarms about student loan delinquencies impacting credit, and the shifting dynamics in the housing market favoring buyers. The conversation also touches on the emergence of a 'white collar recession' and the urgent need for affordable housing to support changing demographics.
Feb 18, 2025 • 46min
#234 Bill Fleckenstein: 'Doing Less Rather Than More' as Markets Enter Honeymoon Period | Gold's Strange Strength, Government Waste, and the Passive Bid Risk
Bill Fleckenstein, founder and president of Fleckenstein Capital, shares his market insights with a focus on 2025. He discusses the 'elephant in the room'—the impact of passive investing—and addresses the unexpected strength of gold amid economic uncertainty. Fleckenstein warns about government waste and explores the complexities of U.S. debt, urging caution for young investors. He further critiques the illusion of gold revaluation as a solution to national debt, highlighting the need for informed investment strategies in today's climate.
Feb 14, 2025 • 38min
#233 Michael Pento: The Great Asset Bubble Reckoning is Coming, Why We Could See A 50% Correction
Michael Pento, President and founder of Pento Portfolio Strategies, warns of a looming financial disaster. He critiques the Fed's inflation tactics, stating it’s been above 2% for years. Pento identifies a trio of asset bubbles in stocks, real estate, and credit that could lead to a shocking 50% market correction. Drawing from over three decades of experience, he emphasizes the importance of monitoring liquidity and discusses the impact of political shifts and the burgeoning national debt.
12 snips
Feb 6, 2025 • 57min
#232 Ed Dowd: Why The Next Recession Is Different — The Coming Economic Reset in 2025
Ed Dowd, Founding Partner of Phinance Technologies and author of "Cause Unknown," analyzes the U.S. economy and forecasts a recession in 2025 as an opportunity for necessary restructuring. He argues that current economic stability is unsustainable and contemplates how shifting immigration patterns might impact growth. Dowd also discusses the misinterpretation of inflation, the risks of passive investing as markets change, and how recessions can present generational wealth transfer opportunities for savvy investors.
26 snips
Feb 4, 2025 • 32min
#231 Chris Whalen: Fed 'Playing Chicken' with Liquidity as High Debt Levels Persist, Balance Sheet Shrinks
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, discusses critical economic issues. He critiques President Trump's return to 19th-century tariffs and predicts limited impact on the economy. Whalen warns that the Fed is 'playing chicken' with liquidity amid soaring deficits. He anticipates a housing market reset by 2027-28 and highlights the Treasury's funding challenges. The conversation dives into risks beneath buoyant markets and the limitations of mixed economic data for investors.
11 snips
Jan 30, 2025 • 54min
#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut
Danielle DiMartino Booth, CEO and Chief Strategist of QI Research, is a prominent expert on monetary policy and author of "Fed Up." In this engaging discussion, she analyzes recent signals pointing to labor market weaknesses that may not be reflected in official data. She warns about deteriorating job security while spotlighting the Fed's shift towards market-focused inflation metrics, hinting at possible rate cuts. DiMartino Booth also explores the evolving role of artificial intelligence in the economy and the rising importance of creative skills in future job markets.
