Best Julia La Roche Podcasts (2026)

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#323 Chris Whalen: A Generational Reset Of Credit & Asset Valuations - Corporate Credit Worsens 2026, Housing Decline 2027-28 & The Cost Of QE 39:31

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1h ago39:31

39:31

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" for his 2026 outlook. In this episode, Whalen warns of a market correction comparable to 2008, driven by carnage in private equity where hundreds of companies cannot be sold and sponsors …

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#322 Peter Grandich: Most Concerned In 40 Year Career - Gold Heading To $5,000, $50 Trillion Debt Crisis & Why We're Becoming A Banana Republic 53:50

8d ago53:50

53:50

Peter Grandich delivers his most bearish outlook in a 40+ year career, predicting 2026-2027 could be the most challenging years in 50 years due to mounting debt ($38T heading to $50T), political division worse than any time since the Civil War, and a deteriorating middle class hanging by its fingernails. He explains why this was his best five-year …

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#321 Carol Roth: America's Broken Fiscal Foundation & The Inflation That's Coming 50:39

3d ago50:39

50:39

Carol Roth, a “recovering” investment banker, financial television commentator, entrepreneur, and two-time New York Times best-selling author, joins Julia La Roche again for episode 321. Carol delivers a sobering assessment of America's broken fiscal foundation with debt-to-GDP over 120%, explaining why the K-shaped economy is creating a non-merit-…

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#320 Chris Whalen: How To Really Reform The Fed 33:08

5d ago33:08

33:08

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." In this episode, Chris Whalen breaks down why Kevin Hassett may have blown his chances for Fed Chair by walking back Trump's views, discusses Kevin Warsh as the emerging frontrunner, and…

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#319 Peter Schiff: Trump Wrong On Inflation, Dollar Collapse Ahead & America's Inflationary Depression 58:45

7d ago58:45

58:45

Peter Schiff delivers a stark warning: America is headed for the biggest economic crisis of our lifetimes - not a stock market crash, but a dollar collapse leading to an inflationary depression. He explains why gold hitting $4,300 and silver above $66 are screaming signals of an impending currency crisis, responds to Trump's personal attack calling…

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#318 Mike Green: Why $100,000 Is The New Poverty Line In America 49:25

9d ago49:25

49:25

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 318 to break down his viral three-part series on America's real poverty line, revealing why families making $100,000-$140,000 are trapped in what he calls the "valley of death" - where government benefits are withdrawn before cash ea…

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#317 Chris Whalen: Divided Fed, Home Prices Falling, Bank Earnings Up In 2026 & Private Equity Crisis Ahead? 37:51

12d ago37:51

37:51

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 the latest FOMC meeting, revealing a divided Fed with no clear consensus on future rate cuts. He predicts a home price correction coming and also warns of a brewing cr…

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#316 Melody Wright, Who Drove 10,000 Miles Across America Observing Housing Conditions, Warns Why We Could See a 38% Correction In Home Prices 33:31

13d ago33:31

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Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss her outlook for housing and why we could see a price correction of 38%. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJulia Links: YouTube; https://www.youtube.com/@m…

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#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' 34:56

14d ago34:56

34:56

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC and discuss her open letter manifesto to the committee written on behalf of every hard-working American. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJulia…

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#314 Chris Whalen: The Case For Kevin Hassett For Fed Chair, No Crisis On Horizon & Why Rate Cuts Are Coming 33:52

19d ago33:52

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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 what's ahead for the Federal Reserve and financial markets as we head into 2026. He discusses Kevin Hassett as the likely next Fed Chair, explaining why Fed independen…

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#313 Hugh Hendry On Preparing For The Dawn Of Chaos 1:13:53

20d ago1:13:53

1:13:53

Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight Japanese stocks after their 35-year breakout), 25% US treasuries (buying TLT after a 50% decline), 25% alternatives (Bitcoin over gold due to market cap), and 25% strategic cash. His thesis: th…

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#312 Dr. Mark Thornton: America's On-Ramp to Hyperinflation and Why It's Still Early in the Bull Market for Gold & Silver 1:14:05

23d ago1:14:05

1:14:05

Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist who correctly called the housing bubble, warns that we're living in an everything bubble with a flock of black swans ready to ignite a crisis. From commercial real estate cover-ups to private equity opacity, data center spending without defined returns, and trillions in …

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#311 Steve Hanke: Money Supply Acceleration Could Reignite Asset Bubbles and Inflation 34:08

29d ago34:08

34:08

Professor 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 311. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http…

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#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks 33:57

1M ago33:57

33:57

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 310. McDonald warns that a credit crisis has officially started with 16+ "idiosyncratic" events spreading tentacles across markets, while a big disruption is coming in Q1 as $6-8 trillion may leave the NASDAQ 100. But …

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

1M 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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#308 Danielle DiMartino Booth: Fed Risks Repeating December 2018 Liquidity Crisis With Rate Hold 35:42

1M 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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#307 Brian Hirschmann: Gold to Double From Here In Next Crisis, Most Dangerous Time in Financial History 47:57

1M 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

2M 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

2M 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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#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

2M 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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#303 Chris Whalen: Stocks Running Out of Buyers, NYC's Future Under Mamdani & The Case for Gold 42:45

2M 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

2M 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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#301 Dr. Gary Shilling: Labor Markets Weakening, Recession Concerns & Why Markets May Wake Up Soon 39:00

2M ago39:00

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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

2M 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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#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

2M 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

2M 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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#297 Jim Bianco: Markets at All-Time Highs - So Why Is the Fed Cutting Rates? 47:23

2M 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

2M 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

2M 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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#294 Tommy Thornton: "I Definitely Think We're at a Blow-Off Top" — Market Extremes and What's Next 47:07

3M 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

3M 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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#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

3M 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

3M 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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#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge 39:08

3M 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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#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top 52:50

3M 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

3M 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

3M 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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#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar 31:02

4M 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…

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

4M 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…

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

4M 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.…

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

4M 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…

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

4M 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…

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

4M 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…

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

4M 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,…

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

5M 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,…

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

5M 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 …

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#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

5M 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…

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

5M 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…

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

5M 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…

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

6M 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…