The Julia La Roche Show

#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

#397 Mickey Maini: What Physics Knows That Markets Don't — And Why the Next 2 Years Are the Toughest

Mickey Maini, founder of Solstice Laboratory, makes his debut on The Julia La Roche Show. In this episode, he lays out the thesis behind his new book The Entropy Trap: fi

#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe

In this episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to argue that Kevin Warsh has a credibility problem: he's holding rates, avoiding confrontation

Danielle DiMartino Booth: Nobody's Happy, Cracks Are Showing, & the Bond Market Already Tightened

Danielle DiMartino Booth breaks down a contentious FOMC meeting where new Fed Chair Kevin Warsh held rates steady over three dissents, arguing the "good family fight" ref

#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party

In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and argu

#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500

Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a sobering assessmen

#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"

George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citin

#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning

In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing problem. Wall Street trad

#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Stick to Your Principles

#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes markets are entering a