Best Carol Howe Podcasts (2025)

1
#306 Chris Whalen: Markets Running Out of Buyers, Fed Flying Blind & Setting Up for 2018-Style Repo Crisis 31:47

Play Pause

3h ago31:47

31:47

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for the debut of his weekly segment "The Wrap with Chris Whalen." Markets hit all-time highs this week before pulling back sharply as the Fed ended quantitative tightening amid growing liquidity stress in money markets—e…

1
#305 James Lavish: The TGA — The Most Important Macro Concept Right Now That Most People Are Missing 56:57

2h ago56:57

56:57

James Lavish, co-managing partner of the Bitcoin Opportunity Fund and author of The Informationist newsletter, joins Episode 305 of the Julia La Roche Show. In this episode, Lavish explains how the government shutdown has locked nearly $1 trillion in the Treasury General Account, draining liquidity from financial systems and raising concerns about …

1
#304 Ed Dowd: We're Already in a Recession, "One More Pump Then It's Over" for Stocks, Oil to $30, China Facing Crisis, Deflation Scare, & Gold to $10K by 2030 55:19

2h ago55:19

55:19

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 304. Ed Dowd argues we're already in a technical recession, with the stock market bubble driven by just seven stocks masking underlying econo…

1
#303 Chris Whalen: Stocks Running Out of Buyers, NYC's Future Under Mamdani & The Case for Gold 42:45

1h ago42:45

42:45

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns for an in-person conversation for episode 303. Whalen warns that stocks and crypto are slowing down as they run out of buyers, while real estate pain continues with older assets selling at discounts and more trouble ahead for private equity a…

1
#302 Whitney Tilson: The Hedge Fund Manager Who Ran Against Mamdani on the "Trojan Horse" Mayor, Why NYC Will Thrive Anyway, Riding This Bull Market & His Top Stock Picks and "Stinky Six" to Avoid 1:00:44

2h ago1:00:44

1:00:44

Value investor and former New York City mayoral candidate Whitney Tilson returns to The Julia La Roche Show following the election of Zohran Mamdani, a Democratic socialist, as NYC's new mayor. Tilson reflects on the election results, expressing concern about the candidate he called a "Trojan horse for the DSA" with dangerous ideas about defunding …

1
265 | FREAKY Listener Stories 12: True Horror Stories 1:12:13

11h ago1:12:13

1:12:13

There are places where the veil feels thinner—where laughter echoes in empty forests, where shadows on the roadside burn brighter than the night around them, and where voices call your name though no one is there. Some of our listeners have stood in those places, and tonight, they share what they found waiting. From strange lights and woodland whis…

1
#301 Dr. Gary Shilling: Labor Markets Weakening, Recession Concerns & Why Markets May Wake Up Soon 39:00

7d ago39:00

39:00

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 301 on FOMC day. In this episode, Dr. Shilling warns that the economy is cooling with weakening labor markets and stagnant job creation, yet security markets continue to rise…

1
#300 Danielle DiMartino Booth: "Something Else Is Going On" at the Fed - December Rate Cut in Doubt Despite Weakening Labor Data and Worker Struggles 37:53

7d ago37:53

37:53

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the October 2024 FOMC meeting and Fed Chair Powell's surprisingly hawkish stance despite mounting evidence of labor market weakness. Danielle questions whether the Fed is ignoring its dual mandate as major companies like UPS, GM, Meta, and Amazon a…

1
The Enfield Poltergeist Part 1 and the Murder of Shauna Howe 1:17:56

17d ago1:17:56

1:17:56

To skip to the stories go straight to 16 minutes in. This week, Emma kicks off a brand-new series with one of the most chilling hauntings in history — The Enfield Poltergeist 👻. From furniture flying across rooms to eerie voices echoing through the night, it’s a case that defined paranormal investigation as we know it. Becky follows with a truly he…

1
#299 Michael Pento: Market Warning on Three Record Bubbles, Why the Fed Can't Save Us & Why He's Net Long (For Now) 52:26

14d ago52:26

52:26

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche for episode 299. Pento continues to warn of three unprecedented asset bubbles in stocks, bonds, and credit existing concurrently. Despite being net long and up handsomely this year, he emphasizes the critical need for active management. Pento explains why…

1
#298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory 48:26

19d ago48:26

48:26

Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular Fringe Finance substack, warns we're in "completely off the rails, unprecedented territory" with the Fed trapped between printing money to save markets or allowing deflationary debt defaults. He predicts the Fed will ultimately implement yield curve cont…

1
264 | Halloween Horror Stories: Creepy, Crawly & Cursed 1:07:21

15d ago1:07:21

1:07:21

It's that time again, folks. Coming in hot with more Halloween Horror Stories of the Creepy, Crawly and Cursed variety. Welcome to the 6th Annual Freaky Deaky: Halloween Spooktacular! This year’s theme is Creepy Crawlers, Haunted Homes, and Workplace Hauntings — a triple dose of the supernatural to keep you up at night. 🎃👻 Tonight’s chilling lineup…

1
#297 Jim Bianco: Markets at All-Time Highs - So Why Is the Fed Cutting Rates? 47:23

16d ago47:23

47:23

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 297 for an in-studio appearance. Bianco argues the Fed is making a policy error by cutting rates when financial markets are at all-time highs across the board—stocks, gold, bonds, M2, and home prices. He explains that job creation has slowed from 158,000 to 29,…

1
#296 David Woo on the Macro Trade Everyone's Missing: What the US-China Trade War Is Really About 58:09

19d ago58:09

58:09

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 296 to discuss the trade war, AI, and markets. Sponsors: Monetary Metals. https://monetary-metals.com/julia In this episode, Wo…

1
#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream 1:00:45

23d ago1:00:45

1:00:45

Lawrence Lepard explains how the "monetary debasement trade" has gone mainstream as gold hit $4,200 and silver broke to $52. He presents a chart showing Bitcoin lags gold by months before moving harder, predicting Bitcoin will hit $250K as signs point to the "imminent big print" with Powell's May 2026 term ending. Sponsor: Monetary Metals. https://…

1
#294 Tommy Thornton: "I Definitely Think We're at a Blow-Off Top" — Market Extremes and What's Next 47:07

23d ago47:07

47:07

Thomas Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss extreme market conditions with investors "all in, levered, and complacent." He argues we're at a blow-off top characterized by record call buying, leverage through ETFs, and a gambling mentality fueled by 0DTE options and sports betting cul…

1
#293 Danielle DiMartino Booth: Fed Quietly Reclassified $300B In Loans With No Comment - Is This Systemic? 41:30

28d ago41:30

41:30

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the Fed minutes. In this episode, DiMartino Booth highlights how the Fed quietly reclassified nearly $300 billion in loans on a Friday afternoon with no comment, shifting them from stodgy commercial categories into the "black box" of non-depo…

1
263 | True Paranormal Stories From Cops: Police & The Paranormal 5 1:02:14

1M ago1:02:14

1:02:14

We're back with volume 5 of Police & The Paranormal, packed with even more haunting true stories of things cops saw while in the line of duty from police and members of law enforcement Not every call ends with a simple arrest or routine report. Sometimes, police officers face things that defy explanation. From ghostly figures returning from the gra…

1
The Humpty Doo Poltergeist and The Bloody Benders 1:18:21

1M ago1:18:21

1:18:21

1
#292 Chris Whalen: Gold Over $5,000 Next Year, Americans Still Uncomfortable Admitting Dollar Weakness, And Why Fed Will Monetize Debt Through Financial Repression 33:36

1M ago33:36

33:36

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dollar weakness after 150 years of reserve currency dominance. He reveals FDR seized the Federal Reserve's gold in 1933 with little compensation, while to…

1
#291 Henrik Zeberg: Everything Bubble Bust Coming After Final Blow-Off Top 1:01:14

1M ago1:01:14

1:01:14

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, presents his business cycle framework showing leading indicators crossed in November 2024 (Titanic hit iceberg), but imminent recession indicators haven't triggered yet (ship not sinking). He sees a final blow-off top with S&P potentially hitting 7,500 and …

1
#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge 39:08

1M ago39:08

39:08

Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains how "fringe" fiscal sustainability concerns have moved mainstream, driving gold to new highs above $3,700. He provides a gold mining primer, distinguishi…

1
262 | The Conjuring: Last Rites - What Really Happened..? 57:16

1M ago57:16

57:16

Ed and Lorraine Warren are back in the spotlight once again as we welcome yet another installment in The Conjuring film franchise, Last Rites, which hit theaters earlier this month on September 5th. Christian takes this opportunity to put together an episode detailing the true story behind the new film, which is based on the real-life Smurl family …

1
#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top 52:50

1M ago52:50

52:50

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market risks ahead. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Howell presents his global …

1
The Murder of Carol Stuart and The Dancing Plague 1:22:44

2M ago1:22:44

1:22:44

🎉 Welcome to Season 6 of Spine Chillers and Serial Killers! 🎉 Becky starts us off with the devastating case of the Murder of Carol Stuart, a crime that shook Boston in the late ’80s. It’s a deeply sad story, and we cover it with the care and respect it deserves. Emma then whisks you back to 1518 Strasbourg for the bizarre and almost unbelievable Da…

1
#288 Chris Whalen: Fed Caused Housing Emergency, Rate Cuts Won't Fix It 38:13

2M ago38:13

38:13

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, housing, and his highest conviction ideas. Sponsor: Monetary Metals. https://monetary-metals.com/julia Links: Twitter/X: https://twitter.com/rcwhalen We…

1
#287 Danielle DiMartino Booth: The Fed Chose Independence Over The Economy Even As A Double-Dip Recession Unfolds 34:02

2M ago34:02

34:02

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the September FOMC. DiMartino Booth argues the Fed "chose independence over economy" with its 25bp cut, as Waller and Bowman sacrificed potential Fed chair positions by not dissenting for larger cuts. She presents compelling evidence the US h…

1
261 | Nightmare Fuel & Dark Dreams You Can't Shut Out 1:10:20

2M ago1:10:20

1:10:20

Prepare yourself for a dose of nightmare fuel as we dive into dark dreams you can't shut out. This week we’re sharing a collection of terrifying true stories centered around nightmares, sleep, and the strange things that happen in the quiet hours of the night. From being stuck in an endless dream loop, to hearing voices that shouldn’t be there, to …

1
#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar 31:02

2M ago31:02

31:02

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show his monthly appearance. In this episode, Whalen reports taking a risk-off position after 30% gains this year, noting Wall Street hedge funds are similarly going net short amid concerns about Treasury market stability. He warns tha…

1
#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities 41:46

2M ago41:46

41:46

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets. Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to…

1
260 | Telepathic Pets: Are Animals Reading Your Mind? 1:06:28

2M ago1:06:28

1:06:28

Some connections defy explanation—especially the ones we share with animals. In this episode, we explore a series of true stories where pets seemed to know things they couldn’t possibly know: showing up at the exact right moment, reacting to events before they happened, and even a horse that can tell the future. These aren’t just quirky coincidence…

1
#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008 31:00

3M ago31:00

31:00

Melody Wright, author of M3 Melody Substack, returns to the show for episode 284 where she delivers a stark assessment of the housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: YouTube; https://www.youtube.com/@m3_melody X: https://x.com/m3_melody Substack: https://m3melody.substack.…

1
259 | True Night Shift Horror Stories | Vol. 4 | Terrifying Tales From The Night Shift 1:00:23

3M ago1:00:23

1:00:23

What really happens on the night shift, when the world goes quiet and you're the only one left awake? In this episode, real people share unsettling experiences from hospitals, nursing homes, event centers, and even the Alamo—where things don’t always stay where they’re supposed to. You’ll hear about voices with no bodies, figures that vanish into w…

1
#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential, 46:04

2M ago46:04

46:04

Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spending rather than Fed policy. He argues that anger directed at the Fed should be redirected toward fiscal authorities who created unprecedented pro-cyclica…

1
#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake 31:07

3M ago31:07

31:07

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 282 to react to Fed Chair Jerome Powell's Jackson Hole speech on Friday. Bianco argues Powell "caved" on rate cuts despite inappropriate conditions, with core inflation above 3% and markets at all-time highs. He explains that the pandemic permanently changed th…

1
258 | Goodwill Ghosts You'll Regret Meeting & Haunted Thrift Shop Finds 51:36

3M ago51:36

51:36

There’s something undeniably strange about secondhand things—an energy that clings, whispers that trail behind lace curtains, and cold spots that aren’t tied to faulty vents. You think you’re getting a good deal: a vintage photo, an antique shawl, a porcelain cat. But what if those items come with something… more? A shadow that moves without light.…

1
#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007 46:38

3M ago46:38

46:38

Peter Grandich, veteran of 40+ years on Wall Street, delivers his most dire warning yet, saying he's more concerned than during the 1987 crash, dot-com bubble, or 2008 financial crisis due to deteriorating political, social, and economic conditions. He describes a dangerous "K-economy" where the top 10% own 86% of assets while the bottom 50% use cr…

1
257 | The Debutante: Carol Howe & The Oklahoma City Bombing 53:24

3M ago53:24

53:24

On April 19th, 1995, 168 people died in Oklahoma City. The government blamed Timothy McVeigh—but buried in the rubble is another story: one about a wealthy debutante, a swastika tattoo, and warnings that came too late. We'll see you on the inside... ------- TIME STAMPS: 0:00 - April 19th, 1995 0:33 - Intro 1:52 - Welcome Back 2:33 - The Oklahoma Ci…

1
#280 Chris Whalen On Why The Fed Won't Be Cutting Rates In September 40:17

3M ago40:17

40:17

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is unlikely to cut rates in September despite market expectations, with only a one-in-three chance due to FOMC dynamics and persistent inflation. He expects radical Fed reforms under Trump's nominee Steve Miran,…

1
#279 Marc Faber: The Asset Price Illusion Will Eventually Collapse 48:40

3M ago48:40

48:40

Dr. Marc Faber, editor of the Gloom Boom and Doom Report, provides his characteristically pessimistic outlook, arguing that while Asian economies have bottomed out, mature Western economies are turning down amid unsustainable asset price inflation. He believes the 40-year asset bubble since 1980-81 is ending and "everything will go down eventually,…

1
256 | TFD's Spooky Ghost Variety Hour (Now w/ Even More Shared Hallucinations!) 59:43

3M ago59:43

59:43

Some things don’t want to be seen… but they still show up. In a flicker of motion at the edge of a stairwell. In the sound of knuckles tapping from inside the walls. In a face that looks familiar—until it doesn’t. You tell yourself it’s nothing. A draft. A dream. Old wiring. But what if it isn’t? What if that shadow you all saw wasn’t a trick of th…

1
#278 Anna Wong: What If We Are In A Recession And People Haven't Noticed Yet? 47:22

3M ago47:22

47:22

Anna Wong, Chief US Economist at Bloomberg Economics, analyzes shocking jobs revisions showing only 35,000 jobs added over three months and questions whether this signals real weakness or statistical noise. Using her team's "12 million prices project," she reveals tariff pass-through is already happening with audio equipment up 11%, while services …

1
#277 Danielle DiMartino Booth: What the historic Fed dissent really exposed about Powell's leadership crisis and why Trump's relentless pressure campaign could trigger an Armageddon scenario 24:14

3M ago24:14

24:14

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio on Fed day to analyze the historic FOMC meeting featuring the first double dissent since 1993, arguing it could have been a triple dissent based on softened statement language. She criticizes Powell's dismissive handling of the dissenters and Trump's p…

1
255 | Clowns, Fear & Face Paint: You Will Never Sleep Again (Sorry) 1:02:32

4M ago1:02:32

1:02:32

There’s something timelessly unsettling about a painted smile. Clowns, once symbols of laughter and childlike wonder, have taken on a much darker reputation in recent decades. Behind the greasepaint and oversized shoes, we find something far more sinister—a twisted mockery of joy that has wormed its way into our collective nightmares. From dark car…

1
254 | When Ritual Goes Wrong: Weird Games & a TFD Curse 1:12:50

4M ago1:12:50

1:12:50

They say curiosity killed the cat—but what about the curious who tempt the unknown with whispers in dark hallways, or solitary games played at midnight? In this episode, we’re diving headfirst into the chilling world of paranormal rituals—those spooky internet dares and whispered playground legends that promise access to hidden knowledge, other dim…

1
#276 Bill Fleckenstein: We've Gone Past The Point Of No Return, Only An Epic Crisis Can Fix 52:32

4M ago52:32

52:32

Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 276 where he provides an assessment of America's financial predicament, arguing that 30 years of Federal Reserve easy money policies have created damage to the economy and society. He explains how the Treasury is attempting to manage the…

1
#275 Nick Maggiulli On 'The Wealth Ladder' And Why Being A Millionaire Isn't Special Anymore 44:15

4M ago44:15

44:15

Nick Maggiulli, COO at Ritholtz Wealth Management and author of "The Wealth Ladder," presents his data-driven framework for understanding wealth progression. He explains his six-level wealth ladder system (from under $10K to over $100M) and introduces the 0.01% spending rule for lifestyle decisions. Maggiulli emphasizes focusing on controllable fac…

1
253 | From Fact to Fear: True Stories Behind Urban Legends (& Death By a Million Tangents) 1:03:20

4M ago1:03:20

1:03:20

*Folks, this IS a Tangent Heavy episode. So if you're someone vehemently against taking the scenic route, you will almost certainly not enjoy this episode (or 90% of this show if we're being honest). Toodles.* There’s something about urban legends that sticks to the skin. You hear them once—around a campfire, at a sleepover, whispered down a darken…

1
#274 Henrik Zeberg: Markets Approaching Historic Blow-Off Top Before Major Crash 54:57

4M ago54:57

54:57

Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching 6,700-6,900 before a devastating crash. Using his business cycle model, he argues we've already hit the "Titanic moment" - where leading indicators have collapsed while markets surge to bubble extreme…

1
252 | Slipping Through Time: Real Cases of Temporal Displacement 59:09

4M ago59:09

59:09

This week, we’re talking the Versailles Incident in France, Liverpool’s Bold Street glitches, the Kersey Village mystery, and a vanishing hotel in Montélimar. These aren’t tall tales—they’re backed by witnesses, investigators, and evidence so weird it’ll make you wonder if time’s just a shaky house of cards waiting to collapse. Two women strolling …