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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 ...
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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 cu…
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Send us a text In this episode, we sit down with Dario Berrebi to unpack one of the most overlooked shifts in brand storytelling: becoming the guide, not the hero. Think Yoda, not Luke Skywalker. We explore why purpose-driven brands struggle with positioning, how to tell stories that resonate without sounding self-important, and why solving boring …
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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 th…
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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 whil…
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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 …
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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 t…
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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, war…
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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 s…
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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 ep…
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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 Ch…
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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 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 …
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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 m…
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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 …
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Send us a text Account-based marketing (ABM) used to be expensive, slow, and reserved for enterprise teams. But that’s changed. In this solo episode, we walk through a smarter, faster, more human approach to ABM, one that even small B2B teams can run using AI, psychology, and clear structure. We break down how to build a focused account list, how t…
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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 …
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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 dis…
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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 M…
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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…
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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…
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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 Trum…
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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 tre…
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Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Snider explains why we never actually left the 2020 recession - the apparent recovery was an illusion …
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New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy…
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Dr. Judy Shelton, senior fellow at the Independent Institute and author of "Good as Gold: How To Unleash The Power of Sound Money," explains why the U.S. stands at a monetary crossroads requiring fundamental reform. She critiques the Federal Reserve's practice of paying banks billions not to lend, the distortionary effects of currency manipulation …
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Send us a text Michael Maximoff is the co-founder of Belkins, the #1 B2B appointment-setting agency, and a leader in revenue growth strategies. In this edition of Growth Leap, Michael breaks down how he scaled Belkins to 8 figures by focusing on acquisition, retention, and revenue alignment. We dove into why traditional marketing and sales silos no…
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Bob Elliott, cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity, joins Julia La Roche on episode 236. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ell…
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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 235 to discuss mounting signs of disinflation and labor market stress in early 2025. She points to falling rents, rising vacancy rates, and a wave of both private and public sector job cuts that could for…
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Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 234 to discuss markets in 2025. He explains why he's waiting to see how new government initiatives play out before taking strong market positions, while maintaining significant precious metals exposure. Fleckenstein emphasizes that the p…
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Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 233 where he delivers a stark warning about the state of financial markets. Pento challenges Fed Chair Powell's recent victory lap on inflation, pointing out that prices have remained above the Fed's 2% target for nearly four years. He outlines…
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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 232 to his macro thesis for 2025 and beyond. Dowd explains why he believes the US economy was propped up by unsustainable factors under the B…
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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins Julia La Roche for episode 231 where he shares his perspective on the economic and market implications of President Trump's pivot back to 19th century-style tariffs. Whalen argues that while tariffs are unlikely to significantly slow the US eco…
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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 230 for an in-person Fed day analysis following the January FOMC meeting. She breaks down Powell's press conference, newly released 2019 Fed transcripts, and signals of labor market weakness that official…
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Send us a text David Pereira is the CEO of Omoqo, and Büşra Coşkuner is a seasoned product coach, both experts in helping teams build products that actually matter. In this edition of Growth Talks, David and Büşra break down the biggest challenges in product management, from prioritization and experimentation to balancing discovery with execution. …
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Macro trends blogger and economist David Woo, CEO of David Woo Unbound, joins Julia La Roche on episode 228 in a two-part interview. On Monday, he rejoined to provide analysis on China's DeepSeek AI breakthrough and the massive macro implications. On Friday, he provided a deep dive into Trump's second term strategy and the global chess moves, from …
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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 227 to shares his outlook for the US economy and financial markets in 2025. Applying his famed "quantity theory of mon…
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Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans spark…
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Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show to explain why he remains surprised by economic resilience despite mounting challenges, breaks down why gold could reach $9,000-$10,000 as governments inflate away debt obligations, and shares specific sectors he sees as undervalued in…
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George Goncalves, head of U.S. macro strategy at MUFG, joins the Julia La Roche Show to discuss why 2025 will be a "balancing act" as markets transition from record highs to new economic realities. In this wide-ranging conversation, Goncalves explains why the Trump administration faces a critical choice between taking "short-term pain for long-term…
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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, joins Episode 223 of the Julia La Roche Show for his first outlook of 2025. Whalen explains why he believes long-term interest rates could rise unless Trump makes "real progress" on the federal deficit, warns a "kamikaze release" of Fannie Mae and Freddie…
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Send us a text Laura Erdem is a Sales Manager - Americas at DreamData and a social selling powerhouse who’s helping redefine how B2B companies connect with their audience. In this episode, Laura shares her journey from traditional outbound sales to building a multi-million-dollar pipeline through LinkedIn and social selling strategies. We dove into…
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Luke Gromen, founder of FFTT, joins Episode 222 of the Julia La Roche Show to discuss why he believes the Department of Defense, not the Federal Reserve, now drives U.S. economic policy. Gromen warns that if the incoming Trump administration attempts efficiency cuts (DOGE) before devaluing the dollar, "they will fail spectacularly" and "what happen…
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Danielle DiMartino Booth, CEO and chief strategist of QI Research and former Federal Reserve insider, joins the Julia La Roche Show for an in-person interview to discuss why she sees "frayed nerves" at the Federal Reserve about the incoming Trump administration. In this wide-ranging conversation, DiMartino Booth reveals why 18 months of downward re…
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Former hedge fund manager Felix Zulauf, founder and president of Zulauf Consulting, returns to The Julia La Roche Show for episode 220 for his annual outlook interview to discuss why U.S. stocks are in a bubble and what could break it. In this wide-ranging conversation, Zulauf explains why watching the Japanese yen is critical for understanding whe…
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Professor Campbell Harvey, professor of finance at the Fuqua School of Business at Duke University and the inventor of the most famous recession indicator — the inverted yield curve — returns to The Julia La Roche Show for episode 219 to discuss the state of the economy, the yield curve, and what's ahead for U.S. growth. Links: DeFI and the Future …
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James Lavish, reformed hedge-fund manager and co-managing partner of the Bitcoin Opportunity Fund and author of The Informationist newsletter, joined Episode 218 of the Julia La Roche Show as Bitcoin crossed the historic $100,000 milestone. Lavish provides a comprehensive analysis of the current macro environment, explores why "all roads lead to in…
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Anthony Scaramucci, managing partner of SkyBridge Capital, joins Julia La Roche on Episode 217 to discuss his new book "The Little Book of Bitcoin." He shares his journey from his 11-day tenure as White House Communications Director to SkyBridge Capital's bold entry into cryptocurrency that nearly led to the firm's collapse. Scaramucci offers insig…
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Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, joined the Julia La Roche Show (Ep. 216) to share his outlook on markets amid the transition to a new Trump administration. Whalen explains why the markets want to see seriousness about deficit reduction from the incoming administration, discusses his vie…
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Send us a text Adam Boita is the Chief Marketing Officer at Ecologi and a seasoned marketing leader with over 17 years of experience across iconic brands like PlayStation and Pernod Ricard. In this episode, Adam shares his journey from consumer marketing to leading climate action initiatives, guiding businesses to embed sustainability into their op…
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Legendary investor Jim Rogers, co-founder of the Quantum Fund with George Soros and author of multiple bestselling books including "Street Smarts" and "Investment Biker," returns to the Julia La Roche Show (Ep. 215) with a stark warning about America's debt crisis and market euphoria. Speaking from Singapore, Rogers shares why he's recently cut bac…
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