The Julia La Roche Show

#433 Chris Whalen: Nobody Will Fix the Deficit, Inflation Is the Only Issue & Gold’s Dip Is a Gift

In this episode of The Wrap with Chris Whalen, Chris gives his take on the Nvidia story and says the AI bubble continues to deflate, now that the narrative behind the tra

#432 Larry McDonald: A Lehman-Style Warning, a Fed That Can’t Hike & Gold and Silver Set to Run

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns after what he calls a crazy ten days in markets. Presented by Seeking Alpha.

#431 Raoul Pal: The Economy We Know Ends by 2030 — and Why We’ll Never See a Big Recession Again

Raoul Pal, founder and CEO of Real Vision and Exponential Age Asset Management and author of the Global Macro Investor, joins Julia to discuss his new book, The Everythin

#430 Chris Whalen: The GOP’s Extinction Event, Rate Hikes Ahead & Why He’s Buying More Gold

In this episode of The Wrap with Chris Whalen, Chris breaks down a wild week: the midterms, the November 5 sell-off and a hot jobs report. He calls the Republican losses

#429 Henrik Zeberg: Now We Rally — Not Because Things Are Great, But Because Things Are Bad

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, joins Julia the morning after the midterms with a bold call: the bottom is in

#428 Jim Bianco: After 6 Years Bearish, I’m Finally Turning on Bonds — Why 5% Is the New Normal

Jim Bianco, president of Bianco Research, joins Julia La Roche in studio for the first time in a year with a big shift: after six years of being bearish on bonds, he’s tu

#427 Chris Whalen: Warsh’s Credibility Is Eroding, Private Credit Beats Regulators, Mortgage Pain Ahead

In this episode of The Wrap with Chris Whalen, Chris reacts to the Fed’s 10–2 hold. He compares Kevin Warsh to Paul Volcker, who he says paused his inflation fight before

#426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day Reaction

On Fed Day, Danielle DiMartino Booth, CEO and chief strategist at QI Research, joins Julia in studio to react to the Fed’s 10–2 vote to hold rates. She calls it a hawkish

#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next

Axel Merk, founder and CIO of Merk Investments, which manages about $2.5 billion, joins Julia ahead of this week’s FOMC meeting. He explains why Fed Chair Kevin Warsh’s g

#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming

In this episode of The Wrap with Chris Whalen, Chris calls Treasury Secretary Scott Bessent’s comments on Fannie Mae and Freddie Mac a “pump and dump.” He explains why th

#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now

Long-time macro investor Jordi Visser, founder of Visser Labs, makes his in-studio debut with a bold message: the only macro force that matters right now is artificial in

#422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%

David Rosenberg, founder of Rosenberg Research and author of Bear in the Bull Ring, says he has never seen so many imbalances in the economy and markets in his 40-year ca

#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike

In this week's episode of The Wrap with Chris Whalen, Julia and Chris start with President Trump’s $5,000 cash dividend promise, which Whalen calls “bread and circuses,”

#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to explain why he believes the market’s surface st

#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About

In this week's episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to break down why affordability, the economy and the Iran war have put Republicans on the

#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze

Ray Dalio, founder of Bridgewater Associates, joins The Julia La Roche Show for a special episode featuring their fireside chat from the Greenwich Economic Forum. Dalio e

#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything

Is private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia La Roche to explain why he sees systemic risk building in private cred

#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