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
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.
17 snips
Jan 28, 2025 • 1h 14min
#229 David Woo: DeepSeek's Massive Macro Implications, Trump 2.0 Challenges, and Top Trade Ideas
David Woo, CEO of David Woo Unbound and a seasoned macro trends blogger, shares his insights on significant economic and political shifts. He examines China’s DeepSeek AI breakthrough and its impact on U.S. tech monopolies, emphasizing a 3% drop in the NASDAQ. Woo also discusses the challenges Trump may face in his second term, particularly regarding fiscal policy and alliances, highlighting the Freedom Caucus's influence. Additionally, he touches on the complexities of U.S.-China relations, Mexico’s role in trade and border security, and strategic investment opportunities.
11 snips
Jan 23, 2025 • 36min
#228 Steve Hanke: 'It's Going To Be A Year Of Investing Dangerously' — Bubble Detector At Highest Levels
Steve Hanke, a Professor of Applied Economics at Johns Hopkins University, shares his insights on the U.S. economy and financial markets. He warns that 2025 may be a year of risky investing due to overvalued markets, indicated by his bubble detector. Hanke discusses the impact of past monetary policies on inflation and asset prices, as well as the dangers of rising government debt. He advocates for a reduced government role in the economy and shares thoughts from his latest research and books, focusing on financial simplification.
9 snips
Jan 21, 2025 • 52min
#227 Ted Oakley: Almost Everybody is Complacent Right Now
Ted Oakley, Managing Partner of Oxbow Advisors and a seasoned investment expert, offers profound insights on the current economic landscape. He discusses the challenges posed by high government debt and rising interest rates, stressing the dangers of investor complacency. Oakley highlights shifts from legacy stocks to more stable dividend-paying investments amidst market volatility. He also shares strategies for affluent parents to teach their children financial responsibility and previews his upcoming book on generational wealth.
15 snips
Jan 16, 2025 • 52min
#226 Rick Rule: Rick Rule: "I Am Cautious" - Holding Cash For The Coming Squeeze
Rick Rule, President and CEO of Rule Investment Media and co-founder of Battle Bank, dives into the complexities of the current economic landscape. He discusses the surprising resilience of the economy amid inflation, predicting gold could skyrocket to $9,000-$10,000. Rule identifies undervalued sectors like oil & gas and community banks, while analyzing America's staggering $130+ trillion obligations. He stresses the need for younger generations to prioritize financial independence and navigate potential economic challenges.
24 snips
Jan 14, 2025 • 58min
#225 Marc Faber: "They Will Print Money Like There Is No Tomorrow" - Debt Spiral Risk, The Trump Top, Why Asset Inflation Is Ending | The Gloom, Boom & Doom Report
Marc Faber, editor and publisher of the Gloom, Boom, and Doom Report, shares his insights on the current macroeconomic landscape and the end of asset inflation. He highlights the widening wealth gap fueled by economic policies and critiques official inflation statistics. The conversation delves into the impact of monetary inflation on wealth distribution and stresses cautious investment strategies. Faber also shares his passion for collecting communist memorabilia, showcasing how history can inform modern economic perspectives.
9 snips
Jan 9, 2025 • 40min
#224 George Goncalves: The 2025 'Balancing Act' — Different Starting Points From Trump 1.0, Take Medicine Early or Keep Spending & What Could Break Markets
George Goncalves, head of U.S. macro strategy at MUFG, dives into the complexities shaping the economy as we approach 2025. He discusses the critical decision framework for the upcoming Trump administration: endure short-term pain for long-term stability or continue aggressive spending. Goncalves highlights the pivotal moment when the 10-year yield exceeds 4.75%, warning of potential market upheaval. Additionally, he analyzes the Fed's need to cut rates to mitigate recession risks and examines the disparities in economic recovery across different sectors.
23 snips
Jan 7, 2025 • 33min
#223 Chris Whalen: If Trump Doesn't Attack The Fiscal Issue Head On, He Could Be Lame Duck | 2025 Outlook
Chris Whalen, Chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, shares insightful economic forecasts. He discusses the potential rise in long-term interest rates if Trump doesn’t tackle the federal deficit. Whalen warns of disruptive consequences if Fannie Mae and Freddie Mac exit conservatorship without proper legislation. He believes focusing on Treasury policy is crucial and predicts a possible downward adjustment for stocks despite an optimistic longer-term outlook if effective leadership emerges.
40 snips
Dec 24, 2024 • 1h 4min
#222 Luke Gromen: 'Devalue The Dollar First' | Why DOGE Without Dollar Weakening Would Be 'Catastrophic
Luke Gromen, founder of FFTT, dives into the shifting influences on U.S. economic policy, arguing that the Department of Defense now plays a pivotal role. He warns that failing to devalue the dollar before implementing efficiency cuts could lead to catastrophic outcomes. Gromen discusses the need for substantial military spending to rebuild the defense industrial base and shares his investment strategy favoring gold and Bitcoin. He also explores the potential for a strategic Bitcoin reserve to rebalance global trade, highlighting the urgent economic changes ahead.
29 snips
Dec 19, 2024 • 44min
#221 Danielle DiMartino Booth: Fed Has 'Frayed Nerves,' Jobs Data 'Statistically Impossible' & How A Recession Could Get 'Pinned' On Trump
Danielle DiMartino Booth, CEO of QI Research and former Federal Reserve insider, dives into the Fed's 'frayed nerves' amid political shifts. She argues recent job data revisions are 'statistically impossible' and warns of imminent economic crises linked to rising buy-now-pay-later debt. DiMartino Booth highlights a troubling disconnect between Wall Street and Main Street, illustrating the financial struggles of everyday Americans. She also delves into how the political landscape is influencing economic stability and urges systemic reforms.
