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
26 snips
Dec 13, 2025 • 38min
#317 Chris Whalen: Divided Fed, Home Prices Falling, Bank Earnings Up In 2026 & Private Equity Crisis Ahead?
Chris Whalen, chairman of Whalen Global Advisors and a leading voice in credit and banking analysis, dives into pressing financial topics. He unpacks the divided Fed's recent decisions and forecasts a home price correction on the horizon. Whalen raises alarms about 15-20% of private equity firms teetering on insolvency. He also highlights risks in commercial real estate, scrutinizes JPMorgan's expense guidance, and challenges the utility of stablecoins. Plus, he shares insights on bank earnings and the hidden dangers in non-depository lending.
14 snips
Dec 12, 2025 • 34min
#316 Melody Wright, Who Drove 10,000 Miles Across America Observing Housing Conditions, Warns Why We Could See a 38% Correction In Home Prices
Melody Wright, a housing market analyst and author of M3 Melody Substack, shares her insights after driving 10,000 miles across America examining housing conditions. She warns of a potential 38% correction in home prices, emphasizing that the middle class is being squeezed out of homeownership. Melody debunks the myth of a structural housing shortage, citing high vacancy rates and rising inventory. She discusses how the current crisis could impact millennials more severely than in 2008, urging prospective buyers to hold off and prepare for a turbulent market ahead.
9 snips
Dec 11, 2025 • 35min
#315 Danielle DiMartino Booth Calls Out Fed Powell's Lies In Open Letter To The FOMC - 'Somebody Needed to Say Bullshit, And I Said Bullshit'
Danielle DiMartino Booth, CEO of QI Research and author of 'Fed Up,' passionately critiques Federal Reserve policy in her open letter to the FOMC. She discusses the misunderstanding around QE, the Fed's dual mandate, and rising inequality where the top 10% thrive while the middle class suffers. Danielle warns of serious consequences from unchecked Fed practices, advocating for a reset in monetary policy that prioritizes everyday Americans. Her insights into labor market dynamics and the impact of AI on job opportunities are equally riveting.
15 snips
Dec 6, 2025 • 34min
#314 Chris Whalen: The Case For Kevin Hassett For Fed Chair, No Crisis On Horizon & Why Rate Cuts Are Coming
Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, discusses the Federal Reserve's political influences on rate cuts, especially ahead of midterm elections. He shares insights on the possible appointment of Kevin Hassett as Fed Chair and analyzes the upcoming FOMC meeting. Whalen explores commercial real estate challenges and the outdated nature of the Fed's 2% inflation target. He also describes the K-shaped economy, highlighting the divide in recovery experiences among consumers and investors.
38 snips
Dec 5, 2025 • 1h 14min
#313 Hugh Hendry On Preparing For The Dawn Of Chaos
Hugh Hendry, a former global macro hedge fund manager and founder of Eclectica Asset Management, returns to share his bold investment strategies. He introduces his 'macro compass' portfolio, emphasizing a mix of equities, treasuries, alternatives like Bitcoin, and cash. Hendry warns of impending AI-driven unemployment and predicts that government redistribution will disrupt inflation controls. He also highlights the risks facing the UK economy and argues why tech valuations may be peaking, making this a compelling discussion for anyone interested in macroeconomic trends.
7 snips
Dec 2, 2025 • 1h 14min
#312 Dr. Mark Thornton: America's On-Ramp to Hyperinflation and Why It's Still Early in the Bull Market for Gold & Silver
Dr. Mark Thornton, an Austrian economist and senior fellow at the Mises Institute, shares his insights on the looming economic crisis, which he describes as an 'everything bubble.' He discusses how Federal Reserve manipulation has led to widespread malinvestments and highlights key vulnerabilities in commercial real estate and private equity. Thornton warns that by 2026, the U.S. may face hyperinflation, making gold and silver essential hedges against fiat depreciation. He also critiques current political leaders' lack of resolve to address these pressing monetary issues.
14 snips
Nov 26, 2025 • 34min
#311 Steve Hanke: Money Supply Acceleration Could Reignite Asset Bubbles and Inflation
Economics guru and Johns Hopkins professor, Steve H. Hanke, dives into the complex world of money supply and inflation. He warns that the Fed's potential end to quantitative tightening could rev up money supply, sparking asset bubbles and inflation. Hanke critiques the Fed's data-driven policies and emphasizes the dangers of deregulation allowing massive lending boosts. He also predicts gold could soar to $6,000, while offering mixed insights on recession risks due to labor market softness and money acceleration.
26 snips
Nov 24, 2025 • 34min
#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks
Larry McDonald, founder of The Bear Traps Report and bestselling author, warns that a credit crisis has begun with multiple 'idiosyncratic' events affecting markets. He discusses a potential $6-8 trillion rotation from the NASDAQ 100 to value stocks, highlighting beaten-down sectors like coal and natural gas, which offer impressive cash flow yields. McDonald also emphasizes the risks of passive investing concentrating market power and the challenges faced by tech companies during a turbulent economic landscape.
15 snips
Nov 22, 2025 • 32min
#309 Chris Whalen Warns of Year-End Liquidity Crunch
Chris Whalen, Chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, discusses impending economic turbulence. He highlights a looming liquidity crunch as the Treasury pulls $1 trillion from the banking system, potentially squeezing year-end finances. Whalen warns of significant losses for companies with Bitcoin exposure and emphasizes a flattening housing market. He also critiques the Fed's inability to cut rates in December despite optimistic chatter, painting a concerning picture for both commercial real estate and public investors.
13 snips
Nov 20, 2025 • 36min
#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research and former Fed insider, dives into the Federal Reserve's internal conflicts and controversial decisions. She highlights the dangers of ignoring alternative data like ADP's reports while preparing for potential liquidity crises. Danielle warns that failing to cut rates in December could mirror the December 2018 market catastrophe. The conversation also touches on AI's impact on jobs, market risks from tech concentration, and the necessity of addressing small business distress.
