The Julia La Roche Show

#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials

The Wrap with Chris Whalen is back after a weak jobs report, with just 29,000 jobs added against expectations of 90,000, and long-term yields still elevated. Chris argues

#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix

Dr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-year Treasury yields ar

#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back

Andy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, makes his debut on The Julia La Roche Show. He lays out his four-pillar mac

#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock

Chris Whalen joins Julia La Roche to break down a turbulent week in markets, as the 30-year Treasury hits its highest yield since 2004 and the 10-year breaks 5%. Chris ar

#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche Show to warn that the U.S. faces what he calls a "triumvirate of b

#411 George Noble: Market Is Entering a Dangerous Phase

George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield breaks 5% and the Fed

#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed

Chris Whalen returns after the FOMC's 25-basis-point hike and calls it what he wrote in his notes: lame. His argument is that the Fed has become the tail and the Treasury

#409 Danielle DiMartino Booth: Fed Is Hiking Into Recession, Consumers Tapped Out, & Credit Tightening

Danielle DiMartino Booth, CEO of QI Research and author of Fed Up, joins Julia La Roche to break down the Fed's 25 basis point rate hike under Chair Kevin Warsh. The stat

#408 Jeffrey Gundlach: We've Crossed to the Hard Side of the Street

Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, returns to The Julia La Roche Show. He warns that the market has "crossed over to the har

#407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country

The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the midterms, an

#407 Larry McDonald: The Bond Market's Biggest Contrarian Trade

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to break down what he's hearing from the veteran i

#406 Chris Whalen Answers Your Questions on Gold, the Fed, and Retirement Risk

In part two of the all-viewer-question edition of The Wrap, Chris Whalen and Julia tackle everything from gold confiscation to credit union safety. Chris argues that a 19

#405 Ted Oakley: Gold Still Cheap at $4,600, The Energy Move Could Be Bigger, & 3 Signs of a Stock Market Top

Ted Oakley, founder and managing partner of Oxbow Advisors, returns to explain why he sold all his silver and much of his gold exposure in late 2025 and early 2026 — then

#404 Chris Whalen Answers Your Questions on the Fed, Rates & the Next Bailout

In part one of The Wrap's viewer question special, Chris Whalen takes on a full slate of audience questions about the Fed, the Treasury, and where rates go from here. He

#403 Harry Dent on the Everything Bubble — And the Only Safe Haven Left

Economic forecaster and bestselling author Harry Dent makes his debut on the show with one of the most aggressive bearish calls we've hosted. Dent — who built his reputat

#402 Chris Whalen: Private Credit's First Big Unwind — and Why Insurance Is Next

In this episode of The Wrap with Chris Whalen, Chris breaks down the 777 Partners bankruptcy — a sprawling collapse touching insurance, reinsurance, soccer clubs, and air

#401 Jim Rickards: The Iran War, "Trump's on the Losing Side of That Bet," The Case for $10,000 Gold, and the Japanese Yen Carry Trade Unwind — The Most Important Financial Story in the World

Jim Rickards returns for a wide-ranging macro conversation on a world where geopolitics and economics have fully merged. He lays out the US–Iran standoff as a global game

#400 Michael Howell: The Liquidity Cycle Has Turned, Low Quality Returns for Stocks, The Real Driver Behind Gold

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to explain why the global liquidity cycle peaked in late Q3/e

#399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out

In this episode of The Wrap with Chris Whalen, Chris breaks down the week across mortgages, rates, and precious metals. He opens with United Wholesale Mortgage, explainin

#398 Marc Faber: The First Phase Of The Greatest Investment Mania Is Being Pierced

Dr. Marc Faber editor and publisher of the Gloom, Boom & Doom Report, returns to argue that we are witnessing the first phase of the piercing of the greatest global inves