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
8 snips
Oct 10, 2024 • 1h 4min
#201 Eric Basmajian On What's Really Going On With The Economy Right Now
Eric Basmajian, founder and CEO of EPB Research, provides deep insights into current economic conditions. He discusses a four economies framework, offering clarity on macroeconomic trends, inflation, and the effects of construction on growth. Basmajian delves into rising unemployment issues and recent job data revisions that impact forecasts. The conversation highlights long-term economic challenges, including government influence on growth and the effects of skyrocketing housing prices on demographics. Tune in for a thought-provoking analysis!
Oct 8, 2024 • 36min
#200 Chris Whalen: The Fed 'Jumped The Shark' With Its Rate Cut
Investment banker Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, shares insights on the Fed's controversial rate cuts and their implications for the banking sector. He explores the economic strain on low-income families amid rising prices and critiques government policies that may worsen housing and grocery costs. Additionally, Whalen delves into the complex dynamics of the upcoming election, discussing how issues like inflation and immigration are shaping voter sentiment and candidate recognition.
Oct 1, 2024 • 50min
#199 Josh Brown: You Weren't Supposed To See That
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, shares his insights as a prominent investment advisor and CNBC commentator. He discusses the disconnect between investor sentiment and actual market performance, encouraging a long-term perspective. Brown emphasizes the power of an abundance mindset in fostering collaboration within finance. He reflects on overcoming imposter syndrome and highlights the importance of authenticity and community in the financial advisory landscape, especially during market volatility.
6 snips
Sep 26, 2024 • 54min
#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can"
Raoul Pal, Founder and CEO of Real Vision, offers an insightful lens on the looming Economic Singularity driven by AI advancements. He discusses the urgency for investors to capitalize on opportunities in the next six years. Key topics include navigating liquidity amidst economic cycles and the transformative impact of technology on energy costs. Pal emphasizes the importance of adapting financial strategies and exploring innovations in cryptocurrency to thrive as the economy evolves. His optimism shines through in the face of significant change.
7 snips
Sep 24, 2024 • 48min
#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles
Bill Fleckenstein, president and founder of Fleckenstein Capital, delves into the Federal Reserve's recent rate cut, calling it a potential blunder amidst rising inflation. He highlights the disconnect with the bond market and warns of the dangers posed by increasing national debt. The discussion reveals insights into investor psychology, exploring how herd behavior and FOMO shape market bubbles. Fleckenstein also emphasizes the importance of developing personal investing strategies and staying adaptable in this volatile climate.
26 snips
Sep 17, 2024 • 1h 3min
#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade'
Brent Johnson, founder and CEO of Santiago Capital, shares his insights on the global economy and his Dollar Milkshake Theory. He explains how the Fed's policies may lead to market volatility and rising gold demand as a safe haven. Brent dives into the dynamics of carry trades and the implications of U.S. dollar dominance in the current economic climate. He also examines the potential impact of upcoming elections on the economy and the mechanics of the yen carry trade, revealing its risks and rewards in today’s market.
Sep 10, 2024 • 36min
#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation
Chris Whalen, an investment banker and chairman of Whalen Global Advisors, discusses the economic landscape and the Federal Reserve's challenges in fighting inflation. He analyzes the current indicators, revealing a complex relationship between rising home prices and monetary policy. Whalen highlights the struggles of first-time buyers and the government's failure to address housing supply issues. He emphasizes the need for fiscal responsibility and the importance of resilience as the economy faces uncertainties, encouraging active engagement for future improvements.
Sep 3, 2024 • 60min
#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America
Dr. Art Laffer, a renowned economist and the mind behind the Laffer Curve, shares his insights on U.S. economic policies. He discusses the potential for an economic renaissance under Trump’s leadership, comparing past administrations. Laffer critiques current trade sanctions, advocating for free trade as a means to enhance international relations. He highlights the role of government unemployment benefits on work incentives and calls for policies that promote growth to ensure a prosperous future for America.
17 snips
Aug 29, 2024 • 48min
#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now
Tom McClellan, an expert in market analysis and forecasting, discusses the intricacies of market trends and indicators like the McClellan oscillator. He highlights the seasonal impacts of election cycles on stock prices and Wall Street's confidence. The conversation delves into the paradox of excess liquidity affecting high-yield bonds and gold dynamics. McClellan also examines inflation's influence on food prices, recession indicators, and the complexities of upcoming Federal Reserve actions, offering insights into strategic investment timing.
10 snips
Aug 27, 2024 • 1h 1min
#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy
Dr. Lacy Hunt, a legendary economist and Chief Economist at Hoisington Investment Management Company, dives into alarming revisions in U.S. job data. He explains how the significant overshoot impacts productivity and labor costs while revealing the broader implications of negative national savings. Hunt emphasizes the consequences of recent monetary policies on living standards and critiques outdated economic models. The discussion also addresses rising debt dynamics globally, shedding light on the complex interplay between economic indicators and their effects on everyday life.
