The Julia La Roche Show

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog and author of "Inflated: Money, Debt and the American Dream," returns to the show with a monthly update on markets and the economy. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia In this episode, Whalen argues the Fed's easy money era is ov...

Lawrence Lepard, author of "The Big Print," warns that America is witnessing the endgame of a decades-long monetary experiment that has created massive wealth inequality and put the country on an inevitable path toward high inflation. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: X: https://x.com/LawrenceLepard Website: https://ema2....

George Noble, CIO of Noble Capital Advisors, argues we're in a regime shift where US exceptionalism is ending. He sees global rotation away from dollar assets as foreign capital heads home. He expects bond yields to rise significantly until markets force politicians' hands, recommending investors get out of paper money and into scarce assets like gold. Noble is bearish on US equities, especially c...

Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset bubbles rather than economic collapse. He correctly predicted the S&P's drop to 5,000 in early 2025 and expects it to reach 7,000 by year-end, driven by Trump administration policies that prioritize growth over spending cuts. Mattison b...

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 260 to discuss tariffs, markets, and geopolitics. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Woo, the former head of Global In...

Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession. Sponsors:...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show to discuss his newly released book "Inflated: Money, Debt and the American Dream." Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: kalshi.com/julia   In this episode, Whalen offers a contrarian perspective on current markets, dismissing recession fe...

Dr. Edward Altman, creator of the Z-Score bankruptcy prediction model and Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, joins Julia La Roche on episode 257 for an in-depth discussion on where we are in the credit cycle. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ed Altman discusses the current state...

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia DiMartino Booth argues that Fed monetary policy remains overly restrictive while the labor market is "anything but solid.&qu...

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 255 where he discusses what he calls a fundamental "100-year pivot" reshaping the global landscape. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Williams warns that we've entered an "air pocket" wh...

In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an economic "interregnum" where five convergent forces are aligning to depress growth. Dr. Hunt methodically explains how tariffs will ultimately prove deflationary rather than inflationary, why the Fed's restrictive monetary policy...

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic...

Melody Wright joins Julia La Roche on episode 252 to discuss the state of the U.S. housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Melody debunks the "inventory shortage" myth in housing and reveals startling truths about the current market. She explains how March home sales fell below 2008 levels despite population gro...

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. ht...

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in con...

Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 249 to discuss the state of the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Dr. Shilling explains why he believes we are headed for a recession,...

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors a...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 247 to discuss tariffs, markets, and the economy. Sponsor: This episode is brought to you by Monetary Metals. ⁠https://monetary-metals.com/julia⁠ Chris Whalen explains why the tariff debate is largely a distraction - part of Trump's "shock and...

Jim Rickards returns to The Julia La Roche Show to discuss "MAGAnomics" - the multi-faceted economic strategy of the Trump administration. Rickards explains the three-legged stool of Trump's economic policy: Bessent's 3-3-3 Plan, Navarro's tariff strategy, and Miran's "Mar-a-Lago Accord." He warns of a potential "time bomb" in the financial system if T...

Axel Merk, CIO and founder of Merk Investments with over $2 billion in AUM, shares his perspective on the current macro landscape. He explores how Trump's executive policies around trade and tariffs might alter the "plumbing" of the global financial system, potentially disrupting international capital flows that have long benefited the US. Merk discusses gold's performance as a possible warning si...

Peter Boockvar explains why investors must discard the playbook that has worked for the past few years due to three major shifts: the end of the MAG7 tech trade, potential cuts in government spending, and declining foreign flows into US assets. Boockvar notes that these seven stocks reached 35% of the S&P 500 - exceeding the concentration seen in March 2000 - while becoming a global "reserve c...

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 242 to discuss the markets and the economy. He explains why America's K-shaped economy - where the top 10% drives 50% of retail sales - has made the status quo unsustainable. He argues Trump's policies reflect the reality that our $36 trillion debt has become a national security issue requiring allies to pay f...

Lynette Zang, financial analyst and economist, explains why the US dollar is at the end of its life cycle, with only 3 cents of purchasing power remaining from the original dollar. She details how currency collapses follow predictable patterns, with the current system having effectively died in 2008. Zang calculates gold's fundamental value at over $40,000 per ounce based on global debt divide...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 240 to discuss markets and the state of the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Whalen explains why market euphoria has faded under Trump's "shock and awe" strategy. Banks...

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche Show where he analyzes global liquidity trends and warns of market risks ahead. Howell explains we're entering an "air pocket" in global liquidity despite the overall upward trend that began in October 2022. He ex...