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
31 snips
Mar 28, 2026 • 33min
#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore
Chris Whalen, chairman of Whalen Global Advisors and macro/banking analyst, outlines looming stagflation and long-term economic damage from the Iran war. He discusses weak Treasury auctions, rising yields and mortgage pain, why the Fed might cut despite $100 oil, a medium-term shift from equities to debt, and his preference for gold, silver, and selective mortgage REIT buys.
Mar 27, 2026 • 1h 4min
#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
Jeffrey Gundlach, founder and CEO of DoubleLine Capital and famed bond investor, warns of a regime shift in rates and a fragile private credit market likened to 2006 subprime. He discusses rising long-term yields amid economic weakness, why US investors should favor non-US equities, and scenarios for America’s fiscal reckoning. He also outlines defensive positioning, risks in munis, and gold’s role.
18 snips
Mar 24, 2026 • 1h 1min
#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
Jay Pelosky, founder of TPW Advisory and seasoned global macro investor, argues the U.S. no longer merits a valuation premium. He discusses the Tri-Polar World thesis and a global growth long cycle fueled by AI, defense and renewables. Jay explains the provocative concept of the EMification of America and highlights opportunities in China, Latin America, commodities and energy-technology intersections.
28 snips
Mar 21, 2026 • 40min
#350 Chris Whalen: Powell Stays, Warsh Waits, and Trump Has Nobody to Blame But Himself
Chris Whalen, financial analyst focused on banking, credit markets, and institutional risk, breaks down the private credit spillover into consumer loans and why retirees and pensions may pay the price. He explains hidden bank exposures, how private equity morphed into private credit, and why Powell likely stays amid Trump’s attacks. He also discusses geopolitics pushing oil above $100 and why he’s buying gold and silver on the dip.
20 snips
Mar 19, 2026 • 60min
#349 Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It
Peter Schiff, chief economist at Euro Pacific and CEO of Schiff Gold, is a long-time gold bull warning of severe inflation. He argues U.S. debt, war costs, and Fed limits could trigger double-digit inflation and a dollar crisis. He discusses gold, foreign stocks, housing risk, and why crypto may be the wrong bet. He sees a potential reset that could revive free-market principles.
22 snips
Mar 14, 2026 • 37min
#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History
Chris Whalen, financial analyst and author focused on banking and institutional risk. He warns private credit may unwind painfully over years and alleges systemic accounting shenanigans at some BDCs. He discusses potential housing weakness by 2028, why the Fed might still cut despite high oil, and why preserving capital is his top conviction.
41 snips
Mar 12, 2026 • 59min
#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Louis-Vincent Gave, founder and CEO of Gavekal Research and macro investor, shares his framework built on the dollar, 10-year Treasury and oil. He warns oil could surge to $120+, explains why that would fracture the global economy, argues the 60/40 portfolio is obsolete, and pitches a new mix leaning into equities, precious metals and energy. He also highlights China’s undervalued renminbi and shifting global power dynamics.
Mar 10, 2026 • 1h 5min
#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
David Woo, macro trends blogger, economist and CEO of David Woo Unbound, offers geopolitical and market analysis on Iran and oil. He argues markets are complacent and outlines why the Strait of Hormuz and China-Iran ties change the stakes. He discusses oil's pricing, potential winners and losers, political drivers behind current moves, and why a protracted conflict could force markets to rerate risk.
11 snips
Mar 7, 2026 • 38min
#345 Chris Whalen: Private Credit Is Blowing Up, Nobody In Washington Is Paying Attention, and the Trump Administration Is Heading Toward a Financial Crisis
Chris Whalen, a longtime financial analyst and publisher of The Institutional Risk Analyst, warns of private credit contagion, hidden leverage, and opaque valuations. He breaks down BlackRock’s markdown, PIK loan and 'POOP' structures, why he prefers gold over financials, the pressure for Fed rate cuts, and the market effects of Iran escalation and systemic risk.
8 snips
Feb 28, 2026 • 33min
#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, dissects private credit's unraveling and why retail investors were never suited for it. He exposes insurers' role in funding private credit and flags contagion risks. He predicts 2026 will be about liquidity, warns of early consumer credit trouble at specific banks, and outlines a major shift in silver and gold price-setting toward Asia.
