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
19 snips
Dec 17, 2024 • 56min
#220 Felix Zulauf: Sailing In Dangerous Waters — US Stocks Are In A Bubble And Here's What Could Break It
Felix Zulauf, founder of Zulauf Consulting and a former hedge fund manager, provides a sharp analysis of the current market climate. He warns that U.S. stocks are in a bubble, highlighting the importance of monitoring the Japanese yen for clues on global liquidity. Zulauf predicts a significant drop in AI stocks and a tumultuous 2025 for markets. He discusses the structural challenges faced by China and Europe, the economic impact of Trump’s tariffs, and offers a bullish Bitcoin price target while cautioning about an 80% correction.
26 snips
Dec 12, 2024 • 1h 5min
#219 Campbell Harvey: End of Boom-Bust Cycle? | Will Yield Curve Show First False Signal?
Professor Campbell Harvey, a finance expert from Duke University and creator of the inverted yield curve, sheds light on the current economic landscape. He discusses the surprising resilience of the economy in 2023 and the potential end of the boom-bust cycle. The conversation dives into how technological innovations and the impact of wealthy consumers shape growth prospects. Harvey also critiques the Federal Reserve's policies and explores the implications of the inverted yield curve, offering insights into the future of U.S. economic stability.
8 snips
Dec 10, 2024 • 59min
#218 James Lavish: The Debt Is Unsustainable, All Roads Lead to Inflation, And Why I'm Bullish On Bitcoin
In this engaging discussion, James Lavish, a reformed hedge-fund manager and co-managing partner of the Bitcoin Opportunity Fund, dives deep into the unsustainable debt crisis facing the U.S. economy. He argues that all roads lead to inflation and sheds light on the widening wealth gap in America. Lavish also explores MicroStrategy's innovative Bitcoin strategy and predicts a promising outlook for institutional adoption of cryptocurrencies, especially as Bitcoin surpasses the $100K milestone.
Dec 5, 2024 • 59min
#217 Anthony Scaramucci: If I'm Right, Bitcoin Will Be Worth 10X From Where It Is Today
Anthony Scaramucci, managing partner of SkyBridge Capital and author of "The Little Book of Bitcoin," shares his journey from short-lived White House tenure to major cryptocurrency investment. He discusses the thrill and perils of risk-taking and reflects on his company’s near-collapse during Bitcoin's rise. Scaramucci predicts Bitcoin's value could soar to between $150K and $300K in the next few years, emphasizing the power of patience in investment strategies and the importance of loyalty in personal and professional relationships.
4 snips
Dec 3, 2024 • 37min
#216 Chris Whalen: If Trump Administration Gets Serious About Deficit, Rates Will Fall Without Fed
Chris Whalen, Chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, shares valuable insights on the financial landscape following a new administration. He discusses how serious measures on deficit reduction could lead to lower rates without Federal Reserve intervention. Whalen also analyzes Treasury Secretary pick Scott Bessent, the future of Fannie Mae and Freddie Mac, and the implications of Bitcoin as an inflation indicator. His perspectives on the bond market and economic strategies are both intriguing and thought-provoking.
6 snips
Nov 28, 2024 • 38min
#215 Jim Rogers: Market Party Will End in Crisis | Why He's Not Shorting 'Yet'
Jim Rogers, a legendary investor and co-founder of the Quantum Fund, shares his insights on the looming debt crisis in America. He warns about current market euphoria, likening it to past financial peaks. Despite concerns, he's still investing in China and Uzbekistan due to their promising economic prospects. Rogers encourages caution, emphasizing the risks associated with excessive debt and the potential pitfalls of crypto, advocating instead for silver as a viable investment. His analysis highlights the importance of being informed and prepared in unpredictable markets.
Nov 26, 2024 • 59min
#214 Peter Grandich: America's Living Beyond Its Means Will End In 'Debt Implosion'
Peter Grandich, a Wall Street veteran with over 40 years of experience, discusses America's alarming debt trajectory and its potential for a devastating 'debt implosion.' He emphasizes the need for personal and governmental financial discipline, sharing insights on the geopolitical shifts with BRICS nations challenging U.S. dominance. Grandich also critiques the speculative nature of Bitcoin compared to gold and reveals a heartfelt personal story about forgiveness and the importance of gratitude, especially during the holiday season.
5 snips
Nov 21, 2024 • 50min
#213 Epsilon Theory's Ben Hunt: Markets Have Entered 'What The F*ck Animal Spirits' Post-Election — Why It's Time To 'Take Some Chips Off The Table'
Ben Hunt, author of Epsilon Theory and co-founder of Second Foundation Partners, offers sharp insights into how narratives drive financial markets and influence investor behavior. He discusses the unsettling shift to 'WTF animal spirits' post-election, warning about changes in market sentiment from optimism to chaos. Hunt also highlights the importance of storytelling in understanding Bitcoin's evolution and critiques the objective truth in media, advocating for critical engagement with our news sources as narratives shape perceptions.
Nov 19, 2024 • 45min
#212 Michael Howell: Markets Are 'Front Running Liquidity' and Will Get 'Sandpapered to Death' by Bond Yields
Michael Howell, CEO of CrossBorder Capital and author of "Capital Wars: The Rise Of Global Liquidity," delves into the complexities of global liquidity and its impact on markets. He highlights the risks posed by rising bond yields, urging caution amidst equity market euphoria. Howell critiques traditional investment strategies, suggesting gold and Bitcoin as essential hedges against inflation. He also discusses the intertwining of debt, liquidity, and economic challenges, emphasizing the importance of innovative asset allocation as we approach 2025.
Nov 14, 2024 • 48min
#211 Charlie Gasparino: Trump Put A Big Nail In The Coffin Of Woke
Charlie Gasparino, a veteran journalist and bestselling author known for his sharp insights on corporate culture, dives into his book, "Go Woke, Go Broke," examining the clash between progressive values and traditional ideals in corporate America. He discusses how recent election outcomes reflect a pushback against 'woke' culture and critiques the shift to stakeholder capitalism. The conversation also touches on the evolution of media, the backlash against 'woke' policies, and Gasparino's personal journey from the Bronx to business journalism.
