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
6 snips
Jan 15, 2026 • 30min
#327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
In this insightful discussion, veteran investor Jim Rogers shares why he sold all his U.S. stocks, citing historical market highs and emerging bubble traits. He warns of a looming financial crisis fueled by staggering national debt and expresses skepticism toward extreme market exuberance. While he owns gold and silver, he remains hesitant to buy more at peak prices. Rogers also critiques U.S. actions abroad, particularly towards Venezuela. His stark advice? Young Americans may face significant challenges ahead.
11 snips
Jan 10, 2026 • 37min
#326 Chris Whalen: Trump's Idiotic Mortgage Bond Idea & Why Institutional Investors Aren't The Problem - The Fed Is
Chris Whalen, chairman of Whalen Global Advisors and renowned for his insights on banking and macroeconomic risk, joins the discussion. He criticizes Trump's mortgage bond plan as 'idiotic', emphasizing that the real issue is the Fed's actions driving up home prices. Whalen warns against the systemic risk posed by AI hype on tech valuations and highlights dangerous Fed strategies involving long-duration securities. He also calls for action on Venezuela sooner and expresses concerns over future consumer credit deterioration.
13 snips
Jan 9, 2026 • 55min
#325 David Woo: The World Is Not The Same After This Week
David Woo, economist and CEO of David Woo Unbound, discusses the seismic shift in global politics following the capture of Maduro, predicting the end of the rule-based international order. He argues this makes gold a safe bet as trust in the dollar wanes. Woo shares bold predictions for 2026, including a short on oil and a potential $2,000 tariff rebate stimulus. He also warns about the AI bubble's risk, citing Microsoft's January earnings as pivotal. It's a mix of macro analysis, bold market calls, and geopolitical insight.
12 snips
Jan 8, 2026 • 57min
#324 Henrik Zeberg: Blow Off Top Underway - Real Economy Already Sinking
Henrik Zeberg, a macro economist and head of SwissBlock, discusses alarming trends in the economy and financial markets. He reveals that private job creation has plummeted, with 90% of consumers worse off than during previous crises. Using a Titanic metaphor, he illustrates widening wealth inequality while predicting a potential stock market blow-off top followed by a severe downturn. Zeberg emphasizes the dangers of central bank interventions, suggesting they could lead to stagflation, and shares insights on gold's future amidst economic turbulence.
11 snips
Jan 3, 2026 • 40min
#323 Chris Whalen: A Generational Reset Of Credit & Asset Valuations - Corporate Credit Worsens 2026, Housing Decline 2027-28 & The Cost Of QE
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, shares his astute market insights. He warns of an impending market correction reminiscent of 2008, largely driven by private equity challenges. Whalen exposes the rise of AI-fueled fraud in housing and discusses a potential housing market downturn by 2027-28. He also highlights a shift in global gold pricing to Shanghai and predicts that Jerome Powell will remain on the Fed board through 2028, navigating political tensions.
Dec 24, 2025 • 54min
#322 Peter Grandich: Most Concerned In 40 Year Career - Gold Heading To $5,000, $50 Trillion Debt Crisis & Why We're Becoming A Banana Republic
Peter Grandich, a seasoned macro market strategist with over 40 years under his belt, shares his most concerning insights about the economy. He predicts 2026-2027 could yield significant challenges due to soaring national debt and a struggling middle class. Having transitioned fully into gold in 2021, he envisions price targets of $5,000 for gold and $100 for silver. Grandich also discusses the alarming trend towards de-dollarization and cultural divisions hinting at a possible future as a banana republic.
Dec 22, 2025 • 51min
#321 Carol Roth: America's Broken Fiscal Foundation & The Inflation That's Coming
Carol Roth, a former investment banker and two-time New York Times bestselling author, shares her insights on America's fiscal challenges. She discusses the implications of a K-shaped economy, where wealth is unevenly distributed, and explains how rising costs in housing and education contribute to national stress despite apparent abundance. Carol predicts inflation will serve as a release valve for the debt crisis. She also makes a bullish case for gold as central banks shift their strategies and outlines potential economic scenarios for 2026.
Dec 20, 2025 • 33min
#320 Chris Whalen: How To Really Reform The Fed
Chris Whalen, chairman of Whalen Global Advisors and financial historian, discusses crucial reforms for the Federal Reserve. He critiques Kevin Hassett’s chances for Fed Chair after his comments on Trump's views. Whalen proposes a decentralized model for the Fed focused solely on sound money, advocates for abandoning the dual mandate, and warns of rising inflation as the new normal. He also shares insights on the potential home price correction, the role of precious metals, and addresses hidden risks in private credit.
10 snips
Dec 18, 2025 • 59min
#319 Peter Schiff: Trump Wrong On Inflation, Dollar Collapse Ahead & America's Inflationary Depression
Peter Schiff, Chief Economist at Euro Pacific Asset Management and a renowned commentator on macroeconomics, delivers a grim forecast for the U.S. economy, predicting a looming dollar collapse and inflationary depression. He argues that gold and silver prices are alarming indicators of this crisis. Schiff critiques both Trump and Biden for their roles in the inflation crisis and shares his belief that a radical left Democrat will win in 2028. He stresses the importance of protecting wealth through precious metals and foreign assets as the economy faces severe challenges.
Dec 16, 2025 • 49min
#318 Mike Green: Why $100,000 Is The New Poverty Line In America
Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, discusses his viral analysis of America's real poverty line. He reveals that families earning $100,000-$140,000 are caught in the 'valley of death,' where benefits vanish before wages can compensate. Green highlights how rising childcare costs and outdated tax codes contribute to the financial struggles of young families. He predicts potential market crashes driven by passive investing and reflects on the broader implications of economic inequality, stressing the need for systemic reform.
