Best Gary A. Roth Podcasts (2025)

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#309 Chris Whalen Warns of Year-End Liquidity Crunch 32:13

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2h ago32:13

32:13

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." Whalen breaks down why markets are heading into a turbulent year-end. With the Treasury pulling $1 trillion out of the banking system and the Fed holding emergency meetings with dealers,…

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Jimmy Rogers Is Building Washington State’s Future 23:41

1h ago23:41

23:41

There’s something raw and revealing about sitting down with a first-year head coach in the middle of a season that refuses to sit still. Schedules shift, emotions swing, and every week feels like both a marathon and a sprint. That’s the space Jimmy Rogers is living in right now at Washington State, and it’s the backdrop for the latest conversation …

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#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold 35:42

2d ago35:42

35:42

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC minutes. Danielle discusses the deep divisions within the Federal Reserve and their controversial decision-making heading into December. She argues the Fed is willfully ignoring abundant alternative data sources like ADP's weekly reports w…

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“Wherever You Will Go” by The Calling (f/ Erin Mallory Long) 1:00:48

3d ago1:00:48

1:00:48

This week, we’re exploring the career and music of The Calling, a band that somehow managed to define the early 2000s with their massive hit “Wherever You Will Go.” Whether it was the song’s appearance in Coyote Ugly or simply the right sound at the right time, The Calling burst onto the scene with one of the biggest songs in the history of Billboa…

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#307 Brian Hirschmann: Gold to Double From Here In Next Crisis, Most Dangerous Time in Financial History 47:57

4h ago47:57

47:57

Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, warns we're in the most dangerous time in financial history with three unprecedented bubbles—equities, real estate, and bonds. Hirschmann sees gold doubling to $8,000+ in the coming crisis, but argues for significant upside in gold mining developers. He predicts the…

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

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…

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#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 …

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Gary Danielson and the Craft of Calling the Game 27:15

3h ago27:15

27:15

Gary Danielson loves to compete. And like all elite competitors, what is never seen, or heard is the how they talk to themselves when all else is quiet. When doubters show up, they remind themselves they are playing a completely different game. Rather, an infinite one. That’s Gary. For decades we have heard his voice: coaching viewers and celebrati…

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“I Ran (So Far Away)” by A Flock of Seagulls 57:40

10d ago57:40

57:40

What happens when a hairdresser decides to buy a used synthesizer and start a band with his friend and his brother, despite having little musical experience? You get A Flock of Seagulls, a group whose sound (and haircuts) perfectly capture the spirit of the early 80s. The unforgettable music video for “I Ran (So Far Away)” became an MTV staple in t…

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#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…

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What Are Synthetic Equities? Larry Kriesmer | Measured Risk Portfolios 48:25

9d ago48:25

48:25

My guest this week is Larry Kriesmer from Measured Risk Portfolios, where he oversees the SynthEquity® strategy to manage over $500 million focusing on using options and US Treasuries to minimize equity risks while pursuing S&P 500-level returns. Blog post available at: https://www.sharesforbeginners.com/blog/larry-kriesmer-synthequity Watch on You…

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#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…

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#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 …

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“Fooled Around and Fell in Love” by Elvin Bishop (f/ Erik J. Brown) 59:04

17d ago59:04

59:04

Long before his 1976 hit, Elvin Bishop was already one of the world’s most respected blues guitarists. Everyone from the Grateful Dead to Bo Diddley was eager to collaborate with him, and his work with the Paul Butterfield Blues Band eventually earned him a place in the Rock and Roll Hall of Fame. Despite his confidence and experience as a world-cl…

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Football and Fatherhood: Lessons from Locker Rooms to Living Rooms 31:22

5d ago31:22

31:22

For two seasons now, I’ve shared a broadcast booth with Guy Haberman—a voice built for Saturdays and a friend built for life. This week on Y-Option, fueled by our founding sponsor 76 — keeping you on the GO-GO-GO so you never miss a beat, I sat down with Guy for one last conversation before his world changes forever. In a few weeks, he and his wife…

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

18d 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…

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#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…

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“Werewolves of London” by Warren Zevon 1:00:57

24d ago1:00:57

1:00:57

It’s Halloween, so we thought it would be crazy not to dive into the legendary artist who brought us the lyric “little old lady got mutilated late last night.” That’s right…this week, we’re diving into the life and career of Warren Zevon and his most famous single, 1978’s “Werewolves of London.” A dark sense of humor paired with a songwriting voice…

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Jared Goff: The Process of Perspective 49:28

9d ago49:28

49:28

Every quarterback can be guaranteed one thing in their football life—that the path they envision will NOT go as planned. For Jared Goff of the Detroit Lions nothing could be more spot on. The former Cal Bear, #1 overall NFL Draft pick and Los Angeles Rams QB joined Rhett Lewis and myself on THE PROCESS, a limited series within Y-Option fueled by 76…

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#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…

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#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…

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Education Equals Confidence - Sean Tepper | Tykr 38:47

20d ago38:47

38:47

My guest this week is Sean Tepper, founder and CEO of Tykr. Are you confused about investing? Sean Tepper joins us to discuss the importance of education and confidence in the stock market. Tune in to learn about the 4M confidence booster and how to avoid common investing mistakes! CLICK HERE AND USE THE COUPON CODE: SAVE30 FOR A 30% DISCOUNT ON AN…

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Luke Falk: The Playbook Between the Ears 49:08

1M ago49:08

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There’s a golf course in Pullman where dreams tend to get spoken into existence.That’s where a young Luke Falk once told his dad, “I want to do what Wayne Dyer does. I want to write books, speak, and help people live to their full potential.” He hadn’t even started a full season yet. Today’s guest on Y-Option, fueled by 76 — keeping you on the GO G…

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“Flood” by Jars of Clay (f/ Katie Hampton) 1:07:11

1M ago1:07:11

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This week, we’re joined by Matt Kelly’s Christian Cringe co-host Katie Hampton to become one with the mud. Yes, we’re exploring the career and music of Jars of Clay, the rare mainstream crossover from the Christian music scene who made their mark in 1996 with the alternative rock radio hit “Flood.” Despite a bit of blowback from their religious fan…

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#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,…

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#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…

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#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://…

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“You Spin Me Round (Like a Record)” by Dead Or Alive 58:07

1M ago58:07

58:07

This week, our Patreon voted for us to explore the music and career of Dead or Alive, the British pop band responsible for the endlessly catchy and danceable 1985 single, “You Spin Me Round (Like a Record).” Led by the eccentric and androgynous Pete Burns, Dead or Alive were a perfect mix of the end of disco and the start of new wave. Their rise up…

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Mid Season Reality Check 1:00:19

1M ago1:00:19

1:00:19

Mid-October feels like a mirror. Half the season gone, and suddenly every program is staring back at itself asking: Who are we, really? This week on Y-Option, fueled by our founding sponsor, 76® - keeping you on the GO GO GO so you never miss a beat, Jim Thornby and I sat down to take stock of a college football season spinning faster than ever — c…

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#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…

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

1M 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…

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“A Thousand Miles” by Vanessa Carlton (f/ Eric Taft) 1:17:18

2M ago1:17:18

1:17:18

Whether you were rockin’ out to it in 2002 or watching Terry Crews sing every word to it a few years later, Vanessa Carlton’s “A Thousand Miles” is a song that can stir up a lot of feelings and emotions for those who lived it. Even though the song’s earnest delivery and theater-kid presentation SHOULD make it an artifact from the turn of the centur…

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Double Down: Dan Lanning and the Daily Discipline of Growth 28:10

2M ago28:10

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By Yogi Roth

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#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

2M 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…

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#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 …

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Wonderment in the Big Ten: Dave Revsine’s Story 33:07

2M ago33:07

33:07

As a sophomore at Pitt, I met Dave Revsine and if anyone told me that we would be colleagues 20 years later I would have signed up for it. Today, that is our reality at the Big Ten Network. As a host, Dave has always been impressive. Sharp questions, elite awareness and always seeking humanity. This week on Y-Option, presented by 76 keeping you on …

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The 2005 Albums Fantasy Auction Draft 1:13:10

2M ago1:13:10

1:13:10

The DREAM TEAM of Chris Fafalios, Matt Kelly, Matthew Milligan, and Tony Hartman are BACK to draft the very best albums from the year 2005. From the launch of YouTube to the devastation of Hurricane Katrina, these albums were the soundtrack to a year filled with highs, lows, and in-betweens. Who will draft the very best collection of records with t…

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Silver for Beginners - David Morgan | The Morgan Report 43:50

2M ago43:50

43:50

My guest this week is David Morgan, a renowned precious metals analyst and publisher of The Morgan Report. We explored the monetary system, its flaws, and how precious metals like silver and gold can protect your wealth. Check out this free download Ten Rules for Silver Investing which will help you understand the best ways to access this special p…

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"White Out" Energy with Todd Blackledge 22:53

2M ago22:53

22:53

There are certain Saturdays that feel like they were built for college football: the lights, the noise, the choreography of a crowd that feels like it’s part of the playbook. This week’s conversation at Y-Option, presented by 76–keeping you on the GO GO GO so you never miss a beat, welcomes back Todd Blackledge. On Saturday night, Todd will have th…

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#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…

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“The Rain” by Oran “Juice” Jones (f/ Zak Shaffer) 48:29

2M ago48:29

48:29

This week, we're diving into one of the most bizarre R&B hits of the 80s. With its slick production and dramatic monologue, “The Rain” by Oran “Juice” Jones became a Top 10 smash in 1986 before fading into obscurity. Not EVERYONE forgot the track, however, as Donald Glover and the cast of Saturday Night Live resurrected it in 2018 with a spot-on an…

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#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 …

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#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…

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#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…

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Demystifying Finance & Crunching Crypto | Keith D 41:03

2M ago41:03

41:03

In this episode I had the pleasure of sitting down with Keith D, also known as Keith Smith. Our conversation was a deep dive into the misconceptions holding people back from financial confidence, the transformative potential of decentralized finance, and the lessons Keith has learned from his own financial journey. Blog post available at: https://w…

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“Harlem Shake” by Baauer (f/ Chris Dalla Riva) 54:32

2M ago54:32

54:32

In early 2013, the Billboard Charts underwent a major change by incorporating YouTube streams into their formula. Almost immediately, the internet responded with chaos. The bizarre, bass-heavy electronica track “Harlem Shake” by producer Baauer skyrocketed to #1, fueled by a wave of absurd, meme-fueled dance videos that dominated social media. It b…