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
5 snips
Aug 15, 2024 • 47min
#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'
Ted Oakley, a seasoned investment advisor and founder of Oxbow Advisors, shares his insights on navigating today's challenging market. He critiques the Federal Reserve's straying focus from core economic responsibilities, warns about rising inequality affecting the middle class, and discusses the implications of potential rate cuts on businesses. Oakley emphasizes the importance of liquidity, balanced portfolios, and canny investments during downturns, urging listeners to adopt defensive strategies and reflect on wealth management practices for future generations.
5 snips
Aug 13, 2024 • 51min
#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction
Brian Wesbury, Chief Economist at First Trust Advisors LP, shares insightful perspectives on the economy. He predicts a looming recession and a potential 15-20% correction in the overvalued stock market. Wesbury highlights the fragility of recovery post-lockdown and warns of the impacts of rising unemployment. He critiques the Federal Reserve's separation of money supply and interest rates, and discusses the growing wealth disparity. The conversation also touches on ideological battles between capitalism and state-run economies as the U.S. election approaches.
4 snips
Aug 8, 2024 • 45min
#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity
Rick Rule, a seasoned investor and CEO of Rule Investment Media, discusses critical economic warning signs and opportunities for savvy investing. He emphasizes the importance of learning from the Japanese carry trade unwind and recognizes unnoticed risks in the global economy. Rule highlights the unsustainability of government entitlements for younger generations and underscores gold's value amid economic uncertainty. He also critiques the upcoming elections for their lack of serious discourse on debt, urging listeners to prioritize financial education and independence.
Aug 6, 2024 • 32min
#188 Chris Whalen On The Difficult Economic Environment Ahead
Chris Whalen, an investment banker and author known for his economic insights, shares his analysis of the challenging economic landscape. He discusses the risks in corporate credit and commercial real estate, emphasizing the need for vigilance as defaults rise. Whalen elaborates on the implications of the upcoming election for the economy and why he believes the Fed won’t make rate cuts this year. He also highlights investment opportunities amid uncertainty and the ongoing issues surrounding Fannie Mae and Freddie Mac.
Jul 30, 2024 • 51min
#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy
Michael Pento, the president and founder of Pento Portfolio Strategies, dives into the precarious state of the economy, highlighting the looming dangers of simultaneous real estate, equity, and credit bubbles. He forewarns of a potential stagflationary environment, driven by two decades of negative real Fed funds rates. Pento critiques the erosion of the middle class amidst inflation and discusses the complexities of Federal Reserve policy and the shifts towards gold as a safeguard against the declining dollar.
17 snips
Jul 23, 2024 • 1h
#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
Economist David Woo discusses why the market may have the 'Trump trades' wrong, the risks of a second Trump presidency, challenges in financing tax cuts, potential for a global trade war, US budget deficit, immigration policies, defensive trades amidst political uncertainties, US corporate profit margins, and promoting fact-based debates over opinions.
10 snips
Jul 20, 2024 • 1h 2min
#185 Jim Rickards: We're Probably Already In A Civil War
Jim Rickards, bestselling author, discusses U.S. political turmoil, Trump's potential victory, Democratic Party dynamics, and the risks of a recession and stock market bubble. He explores AI threats, national security concerns, and the dangers of trade manipulations. Recommended strategies include diversifying investments and preparing for market crashes.
6 snips
Jul 18, 2024 • 30min
#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way
Professor Steve Hanke, expert in applied economics, accurately predicted 9% inflation using the Quantity Theory of Money. He forecasts 2.5-3% inflation by year-end and anticipates a recession. Critiques Federal Reserve policies, advocates for constitutional amendment to control government spending, and warns of the consequences of debt. Discusses the impact of fiscal illusion and tax collection on the economy.
36 snips
Jul 15, 2024 • 1h 18min
#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump
Neil Howe discusses the Fourth Turning and generational cycles, detailing how historical patterns shape societal changes and political polarization. The conversation delves into trust in institutions, tribal divisions in America, and the dynamics of societal upheaval. They also explore the impact of generational patterns on democracy, community dynamics, self-sufficiency, and investing behaviors during times of crisis.
7 snips
Jul 11, 2024 • 49min
#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation
Economist Tyler Cowen discusses the impact of AI on investing, education, and debt management, highlighting the importance of human connections. He explores the changing economic landscape, immigration policy, and insights on talent recruitment and real estate investments. The conversation also touches on the U.S. psychology, conflicting economic narratives, and speculation on the upcoming election year.
