Julia La Roche

The Julia La Roche Show

Business EN ↓ 390 episodes

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.

Author

Julia La Roche

Episodes

#214 Peter Grandich: America's Living Beyond Its Means Will End In 'Debt Implosion' 26.11.2024 58:58

With over 40 years of Wall Street experience and known for correctly predicting the 1987 market crash, Peter Grandich joined the Julia La Roche Show (Ep. 214) to discuss America's unsustainable debt path, the BRICS nations' challenge to U.S. dominance, his concerns about a coming debt implosion, and why "less is more" should be the guiding principle for both personal and government finances, while...

#213 Epsilon Theory's Ben Hunt: Markets Have Entered 'What The F*ck Animal Spirits' Post-Election — Why It's Time To 'Take Some Chips Off The Table' 21.11.2024 50:14

Ben Hunt, the author of Epsilon Theory (https://www.epsilontheory.com/) and co-founder of Second Foundation Partners, returns to The Julia La Roche Show to discuss narratives and how they shape everything from financial markets to politics. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involv...

#212 Michael Howell: Markets Are 'Front Running Liquidity' and Will Get 'Sandpapered to Death' by Bond Yields 19.11.2024 45:24

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 for episode 212 to discuss the global liquidity cycle, markets, and why there's uncertainty in the year ahead. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc....

#211 Charlie Gasparino: Trump Put A Big Nail In The Coffin Of Woke 14.11.2024 48:28

Veteran journalist and bestselling author Charlie Gasparino, Fox Business Senior Correspondent and New York Post columnist, joins Julia La Roche in-studio to discuss his newest book, "Go Woke, Go Broke." ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss o...

#210 Jim Rickards: Weakness, Recession in 6-9 Months, But a Very Strong Economy in 2-4 Years 12.11.2024 53:57

Jim Rickards returns to the podcast for episode 210 to discuss the 2024 election results, his outlook for the economy and why he sees a recession in the near term followed by a great recovery, and his warning on artificial intelligence. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves t...

#209 Danielle DiMartino Booth On The Fed And Powell's Future, Why The U.S. Economy Is Already In Recession, And What's Really Happening In The Labor Market 09.11.2024 45:46

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 209 to discuss the FOMC decision, the state of the economy, and the 2024 election results. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves t...

#208 Chris Whalen: It's a Funny Time In Markets With No Clear Direction 05.11.2024 30:44

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 208 to discuss the economy, markets, and the 2024 presidential election. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment ad...

#207 Dr. Gary Shilling On The Odds Of A Recession, Hidden Flaws In The Economy, And The 'Debt Bomb' Coming In The U.S. 02.11.2024 35:46

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 on episode 207 to discuss the state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All...

#206 Grant Williams: Confusion, Division, & Loss of Trust — How And Why The Investment World Has Changed 29.10.2024 1:01:53

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 206 for a wide-ranging conversation on macro. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of p...

#205 Jim Bianco: On Why The Market Is Signaling The Fed's Rate Cuts Are A Mistake, What's Really Going On In The Labor Market, And Why Inflation Is Here To Stay 25.10.2024 44:06

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 205 to discuss the macro view, why the market is signaling the Fed's rate cut was a mistake, the dynamics of the labor market, and the presidential election. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investme...

#204 David Woo: 'So Many Things Can Go Wrong' — The Market Is Too Complacent Right Now About The Risk Of Israel-Iran War. Buy Your Investment Protection Before The Election. 22.10.2024 1:04:26

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 204 for a wide-ranging conversation on economics and politics and geopolitics. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ P...

#203 "It Reminds Me Most of 2007" — David Rosenberg on Market Bubbles and Economic Illusions 17.10.2024 1:06:01

In episode 203, David Rosenberg, founder and president of Rosenberg Research, joined Julia to discuss the current economic landscape and his outlook for the future. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. B...

#202 Steve Hanke: A Recession Is Still On The Way — What the Money Supply Tells Us About The Economy 15.10.2024 50:10

Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 202 for a conversation on the state of the economy, the money supply, inflation, and the upcoming election. ✨ This episode is sponsored by Public.com. Lock in your 6.6...

#201 Eric Basmajian On What's Really Going On With The Economy Right Now 10.10.2024 1:03:59

Eric Basmajian, founder and CEO of EPB Research, joins Julia on episode 201 to discuss the economy, housing market dynamics, outlook on unemployment trends, and the long-term economic factors, including the effects of increasing government size on private sector growth. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Inve...

#200 Chris Whalen: The Fed 'Jumped The Shark' With Its Rate Cut 08.10.2024 36:23

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns for episode 200 to discuss the economy, the Fed, upcoming bank earnings, the 2024 election, and more. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investme...

#199 Josh Brown: You Weren't Supposed To See That 01.10.2024 49:46

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $5 billion, joins Julia La Roche on episode 199. Josh is a frequent commentator on CNBC's "Halftime Report," and the author of four books, including his newest, "You Weren't Supposed To See That: Secrets Every Investor Should Know." ✨ This episode is sponsored by Public.com....

#198 Raoul Pal On The Economic Singularity: "We've Got 6 Years To Make As Much Money As We Possibly Can" 26.09.2024 54:08

Raoul Pal, founder and CEO of Real Vision and author of the Global Macro Investor, joins Julia La Roche on episode 198 to share his macro outlook and why he thinks we're headed for an Economic Singularity with the rise of AI. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All in...

#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles 24.09.2024 48:28

Bill Fleckenstein, president and founder of Fleckenstein Capital, returns to The Julia La Roche Show for episode 197. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered...

#196 Brent Johnson, Creator of The Dollar Milkshake Theory, Explains How The Global Economy Is 'One Big Carry Trade' 17.09.2024 1:02:55

Brent Johnson, founder and CEO of Santiago Capital, returns for episode 196, in which he discusses the current macro landscape, focusing on Fed policy, global markets, and his Dollar Milkshake Theory. He explores gold's role as a signal of economic stress, the dynamics of carry trades, and potential market volatility ahead. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: h...

#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation 10.09.2024 35:45

Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing invo...

#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America 03.09.2024 59:38

Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. Dr. Laffer is the founder and chairman of Laffer Associates, an economic research and consulting firm. Known as the "Father of Supply Economics," he is famous for developing the Laffer Curve, a representation of the relationship between tax rates and tax revenue that was...

#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now 29.08.2024 48:11

✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. Tom is the son of Sherman and Marian McClellan, who a...

#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy 27.08.2024 1:00:50

Legendary economist Dr. Lacy Hunt, EVP and Chief Economist of Hoisington Investment Management Company, joins Julia La Roche on episode 192 for a wide-ranging discussion on the deteriorating economy. In this episode, Dr. Hunt explains that non-farm payrolls overshot by five standard errors, making it the worst miss since a 9 standard one for 2009, during the GFC recession, and marking another bure...

#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You' 15.08.2024 46:58

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX...

#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction 13.08.2024 50:50

Brian Wesbury, Chief Economist at First Trust Advisors LP, joins Julia La Roche episode 190 to discuss the macro picture and why the economy is likely headed toward recession. He also thinks this overvalued stock market could see a 15-20% correction. Links: website: https://www.ftportfolios.com/ blog: https://www.ftportfolios.com/retail/blogs/Economics/index.aspx X: https://x.com/wesbury 0:00 Welc...