The Julia La Roche Show
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.
Show episodes
#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show his monthly appearance. In this episode, Whalen reports taking a risk-off position after 30% gains this year, noting Wall Street hedge funds are similarly going net short amid concerns about Treasury
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets. Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He e
#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008
Melody Wright, author of M3 Melody Substack, returns to the show for episode 284 where she delivers a stark assessment of the housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: YouTube; https://www.youtube.com/@m3_melody X: https://x.com/m3_melody Substa
#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential,
Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spending rather than Fed policy. He argues that anger directed at the Fed should be redirected toward fiscal authorities who cre
#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake
Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 282 to react to Fed Chair Jerome Powell's Jackson Hole speech on Friday. Bianco argues Powell "caved" on rate cuts despite inappropriate conditions, with core inflation above 3% and markets at all-time highs. He explains that the p
#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007
Peter Grandich, veteran of 40+ years on Wall Street, delivers his most dire warning yet, saying he's more concerned than during the 1987 crash, dot-com bubble, or 2008 financial crisis due to deteriorating political, social, and economic conditions. He describes a dangerous "K-economy" where the top 10% own 86% of asse
