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
17 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.
Apr 19, 2025 • 43min
#249 Dr. Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries
Dr. Gary Shilling, a renowned economist and President of A. Gary Shilling & Co., offers intriguing insights into the current economic landscape. He discusses the likelihood of an impending recession and how Trump's tariffs are complicating global trade dynamics. Despite these challenges, he expresses confidence in the safety of U.S. Treasuries and the dollar. Shilling also highlights the potential for Indian stocks over Chinese investments and advocates for maintaining strong balance sheets to navigate economic uncertainty.
12 snips
Apr 17, 2025 • 43min
#248 Larry McDonald on America's Market Wake-Up Call
Larry McDonald, a New York Times bestselling author and founder of The Bear Traps Report, shares his expert insights on the shifting currents of the market. He discusses capital flows moving away from U.S. investments as European investors retreat. McDonald highlights opportunities in copper, uranium, and oil services, alongside the potential risk of a 'Lehman moment' where stocks, bonds, and currency face simultaneous weakness. He also compares gold's stability to Bitcoin and emphasizes the need for independent research among investors.
38 snips
Apr 5, 2025 • 34min
#247 Chris Whalen: Tariffs Are a Distraction - The Real Story Is America's Retreat from Global Currency Dominance
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, dives deep into the complexity of tariffs, describing them as distractions from America's fading global currency dominance. He discusses worrying trends in consumer credit and forecasts potential defaults in multi-family housing. Whalen also analyzes the bond market's surprising rate cuts and advises investors to seek opportunities amid market volatility. His insights present a compelling picture of the shifting economic landscape.
Apr 1, 2025 • 1h 3min
#246 Jim Rickards on MAGANOMICS: Tariffs Are America's Comeback Plan, Gold Party Just Getting Started, And The Time Bomb Nobody Sees Coming
Jim Rickards, a bestselling author and investment advisor, dives into 'MAGANOMICS,' discussing Trump’s economic strategy involving tariffs and the unique 3-3-3 Plan. He highlights a looming 'time bomb' in the financial market, warns of potential recession risks, and emphasizes the momentum of the current gold rally. Rickards also explores the interplay between tariffs, oil production, and the U.S. economy, while explaining how innovative strategies can help manage national debt and drive growth in uncertain times.
12 snips
Mar 25, 2025 • 34min
#245 Axel Merk: Axel Merk: How Trump's Trade Policies Could Disrupt Global Financial Plumbing
In this engaging discussion, Axel Merk, founder and CIO of Merk Investments with over 30 years of investment experience, dives into the implications of Trump’s trade policies on global financial systems. He highlights potential disruptions in capital flows and the fragility of current economic frameworks. Merk also elaborates on gold as a contrarian indicator amidst inflation worries, addressing why there's no such thing as a safe asset today. His investment strategies and insights into stagflation risks provide valuable guidance for navigating volatile markets.
19 snips
Mar 21, 2025 • 35min
#244 Peter Boockvar: Three Major Market Shifts Creating Recession Risk
Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, discusses the urgent need for investors to adapt to three major market shifts. He highlights the end of the dominant MAG7 tech trade and warns of reduced government spending creating recession risks. Boockvar points to rising international opportunities, with notable gains in markets like Germany and Hong Kong. He emphasizes the Federal Reserve's diminishing influence in a new inflation landscape, alongside rising copper prices and the challenges faced by U.S. defense and tech sectors.
Mar 18, 2025 • 58min
#243 Jim Bianco: The Status Quo Cannot Hold - Major Economic Realignment Underway
Jim Bianco, president of Bianco Research, dives into America's K-shaped economy and its sustainability issues. He reveals how the top 10% drives half of retail sales, highlighting growing income disparity. Bianco argues that U.S. debt has become a national security concern and discusses the need for strategic policy shifts. He also touches on the bond market, predicting attractive returns and lower volatility, while suggesting that investment strategies may pivot away from stocks. His insights on tariffs and geopolitical currents add further intrigue.
