The Julia La Roche Show
de Julia La Roche
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#432 Larry McDonald: A Lehman-Style Warning, a Fed That Can’t Hike &…
#432 Larry McDonald: A Lehman-Style Warning, a Fed That Can’t Hike &…
Sobre este podcast
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.
Episodios
Los 50 episodios más recientes de 435
- #432 Larry McDonald: A Lehman-Style Warning, a Fed That Can’t Hike & Gold and Silver Set to Run · 38 min · Episodio 432New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns after what he calls a crazy ten days in markets. Presented by Seeking Alpha. Black…
- #431 Raoul Pal: The Economy We Know Ends by 2030 — and Why We’ll Never See a Big Recession Again · 48 min · Episodio 431Raoul Pal, founder and CEO of Real Vision and Exponential Age Asset Management and author of the Global Macro Investor, joins Julia to discuss his new book, The Everything Code…
- #430 Chris Whalen: The GOP’s Extinction Event, Rate Hikes Ahead & Why He’s Buying More Gold · 35 min · Episodio 430In this episode of The Wrap with Chris Whalen, Chris breaks down a wild week: the midterms, the November 5 sell-off and a hot jobs report. He calls the Republican losses an…
- #429 Henrik Zeberg: Now We Rally — Not Because Things Are Great, But Because Things Are Bad · 48 min · Episodio 429Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, joins Julia the morning after the midterms with a bold call: the bottom is in, and…
- #428 Jim Bianco: After 6 Years Bearish, I’m Finally Turning on Bonds — Why 5% Is the New Normal · 43 min · Episodio 428Jim Bianco, president of Bianco Research, joins Julia La Roche in studio for the first time in a year with a big shift: after six years of being bearish on bonds, he’s turned…
- #427 Chris Whalen: Warsh’s Credibility Is Eroding, Private Credit Beats Regulators, Mortgage Pain Ahead · 35 min · Episodio 427In this episode of The Wrap with Chris Whalen, Chris reacts to the Fed’s 10–2 hold. He compares Kevin Warsh to Paul Volcker, who he says paused his inflation fight before the…
- #426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day Reaction · 21 min · Episodio 426On Fed Day, Danielle DiMartino Booth, CEO and chief strategist at QI Research, joins Julia in studio to react to the Fed’s 10–2 vote to hold rates. She calls it a hawkish hold…
- #425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next · 43 min · Episodio 425Axel Merk, founder and CIO of Merk Investments, which manages about $2.5 billion, joins Julia ahead of this week’s FOMC meeting. He explains why Fed Chair Kevin Warsh’s goal of…
- #424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming · 33 min · Episodio 424In this episode of The Wrap with Chris Whalen, Chris calls Treasury Secretary Scott Bessent’s comments on Fannie Mae and Freddie Mac a “pump and dump.” He explains why the GSEs…
- #423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now · 1 h 4 min · Episodio 423Long-time macro investor Jordi Visser, founder of Visser Labs, makes his in-studio debut with a bold message: the only macro force that matters right now is artificial…
- #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50% · 1 h 14 min · Episodio 422David Rosenberg, founder of Rosenberg Research and author of Bear in the Bull Ring, says he has never seen so many imbalances in the economy and markets in his 40-year career. He…
- #421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · 35 min · Episodio 421In this week's episode of The Wrap with Chris Whalen, Julia and Chris start with President Trump’s $5,000 cash dividend promise, which Whalen calls “bread and circuses,” and why…
- #420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed · 42 min · Episodio 420New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to explain why he believes the market’s surface strength…
- #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About · 37 min · Episodio 419In this week's episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to break down why affordability, the economy and the Iran war have put Republicans on the…
- #418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze · 34 min · Episodio 418Ray Dalio, founder of Bridgewater Associates, joins The Julia La Roche Show for a special episode featuring their fireside chat from the Greenwich Economic Forum. Dalio explains…
- #417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything · 57 min · Episodio 417Is private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia La Roche to explain why he sees systemic risk building in private credit, and…
- #416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials · 34 min · Episodio 416The Wrap with Chris Whalen is back after a weak jobs report, with just 29,000 jobs added against expectations of 90,000, and long-term yields still elevated. Chris argues that…
- #415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix · 54 min · Episodio 415Dr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-year Treasury yields are back…
- #414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back · 57 min · Episodio 445Andy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, makes his debut on The Julia La Roche Show. He lays out his four-pillar macro…
- #413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock · 32 min · Episodio 413Chris Whalen joins Julia La Roche to break down a turbulent week in markets, as the 30-year Treasury hits its highest yield since 2004 and the 10-year breaks 5%. Chris argues…
- #412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why · 50 min · Episodio 412Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche Show to warn that the U.S. faces what he calls a "triumvirate of bubbles"…
- #411 George Noble: Market Is Entering a Dangerous Phase · 40 min · Episodio 411George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield breaks 5% and the Fed hikes…
- #410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed · 34 min · Episodio 410Chris Whalen returns after the FOMC's 25-basis-point hike and calls it what he wrote in his notes: lame. His argument is that the Fed has become the tail and the Treasury the dog…
- #409 Danielle DiMartino Booth: Fed Is Hiking Into Recession, Consumers Tapped Out, & Credit Tightening · 35 min · Episodio 409Danielle DiMartino Booth, CEO of QI Research and author of Fed Up, joins Julia La Roche to break down the Fed's 25 basis point rate hike under Chair Kevin Warsh. The statement…
- #408 Jeffrey Gundlach: We've Crossed to the Hard Side of the Street · 1 h 2 min · Episodio 408Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, returns to The Julia La Roche Show. He warns that the market has "crossed over to the hard side…
- #407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country · 37 min · Episodio 407The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the midterms, and the…
- #407 Larry McDonald: The Bond Market's Biggest Contrarian Trade · 42 min · Episodio 407New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to break down what he's hearing from the veteran investors…
- #406 Chris Whalen Answers Your Questions on Gold, the Fed, and Retirement Risk · 32 min · Episodio 406In part two of the all-viewer-question edition of The Wrap, Chris Whalen and Julia tackle everything from gold confiscation to credit union safety. Chris argues that a 1933-style…
- #405 Ted Oakley: Gold Still Cheap at $4,600, The Energy Move Could Be Bigger, & 3 Signs of a Stock Market Top · 46 min · Episodio 405Ted Oakley, founder and managing partner of Oxbow Advisors, returns to explain why he sold all his silver and much of his gold exposure in late 2025 and early 2026 — then bought…
- #404 Chris Whalen Answers Your Questions on the Fed, Rates & the Next Bailout · 25 min · Episodio 404In part one of The Wrap's viewer question special, Chris Whalen takes on a full slate of audience questions about the Fed, the Treasury, and where rates go from here. He explains…
- #403 Harry Dent on the Everything Bubble — And the Only Safe Haven Left · 52 min · Episodio 403Economic forecaster and bestselling author Harry Dent makes his debut on the show with one of the most aggressive bearish calls we've hosted. Dent — who built his reputation…
- #402 Chris Whalen: Private Credit's First Big Unwind — and Why Insurance Is Next · 32 min · Episodio 402In this episode of The Wrap with Chris Whalen, Chris breaks down the 777 Partners bankruptcy — a sprawling collapse touching insurance, reinsurance, soccer clubs, and airlines…
- #401 Jim Rickards: The Iran War, "Trump's on the Losing Side of That Bet," The Case for $10,000 Gold, and the Japanese Yen Carry Trade Unwind — The Most Important Financial Story in the World · 1 h 0 min · Episodio 401Jim Rickards returns for a wide-ranging macro conversation on a world where geopolitics and economics have fully merged. He lays out the US–Iran standoff as a global game of…
- #400 Michael Howell: The Liquidity Cycle Has Turned, Low Quality Returns for Stocks, The Real Driver Behind Gold · 43 min · Episodio 400Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to explain why the global liquidity cycle peaked in late Q3/early Q4…
- #399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out · 37 min · Episodio 399In this episode of The Wrap with Chris Whalen, Chris breaks down the week across mortgages, rates, and precious metals. He opens with United Wholesale Mortgage, explaining why he…
- #398 Marc Faber: The First Phase Of The Greatest Investment Mania Is Being Pierced · 50 min · Episodio 398Dr. Marc Faber editor and publisher of the Gloom, Boom & Doom Report, returns to argue that we are witnessing the first phase of the piercing of the greatest global investment…
- #397 Mickey Maini: What Physics Knows That Markets Don't — And Why the Next 2 Years Are the Toughest · 56 min · Episodio 397Mickey Maini, founder of Solstice Laboratory, makes his debut on The Julia La Roche Show. In this episode, he lays out the thesis behind his new book The Entropy Trap: financial…
- #396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe · 39 min · Episodio 396In this episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to argue that Kevin Warsh has a credibility problem: he's holding rates, avoiding confrontation with a…
- Danielle DiMartino Booth: Nobody's Happy, Cracks Are Showing, & the Bond Market Already Tightened · 35 min · Episodio 395Danielle DiMartino Booth breaks down a contentious FOMC meeting where new Fed Chair Kevin Warsh held rates steady over three dissents, arguing the "good family fight" reflects a…
- #394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party · 39 min · Episodio 394In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it…
- #393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500 · 49 min · Episodio 393Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a sobering assessment of…
- #392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment" · 48 min · Episodio 392George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citing…
- #391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning · 34 min · Episodio 391In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing problem. Wall Street trading and…
- #390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40% · 37 min · Episodio 390In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Stick to Your Principles," and…
- #389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis · 47 min · Episodio 389New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes markets are entering a major…
- #388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable · 34 min · Episodio 388In this episode of The Wrap with Chris Whalen, Chris expects the Federal Reserve will deliver one rate hike before Labor Day despite Warsh's preference to delay—the White House…
- #387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail · 38 min · Episodio 387Danielle DiMartino Booth praises the FOMC minutes as "clean" under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—and notes Warsh has…
- #386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins · 51 min · Episodio 386Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and geopolitics, not traditional…
- #385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree · 36 min · Episodio 385Chris Whalen kicks off the July 4th episode of The Wrap by diving into private credit implosion with BDCs turning unprofitable, using the acronym POOP (Principal on Outstanding…
- #384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered · 51 min · Episodio 384Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets and the economy are telling…
