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The Julia La Roche Show

Julia La Roche
Inflation
Federal Reserve
Gold
Fiscal Dominance
2024 Economic Outlook
2024 Market Outlook
Sovereign Debt Bubble
Interest Rates
Global Liquidity
Bitcoin
American Culture
Inflation Volatility
Rolling Recession
Bond Market
Recession
Economic Crisis
Investing
10-Year Treasury Yield
Treasury Market
Commercial Real Estate

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, C... more

PublishesDailyEpisodes350Founded4 years ago
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InvestingBusiness

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Latest Episodes

Peter Schiff, chief economist at Europacific Asset Management, makes the case that the U.S. economy is in far worse shape than the 1970s stagflation era, pointing to a $39 trillion national debt, accelerating inflation, a weakening labor market, and ... more

YouTube

In this episode of The Wrap, Chris Whalen warns that private credit could become one of the biggest busts in U.S. financial history — not a systemic crisis, but a slow, painful unwind that will take years and leave many investors with no legal rights... more

YouTube

Louis-Vincent Gave, founder and CEO of Gavekal Research, joins Julia to break down the three prices that drive every investment decision — the dollar, the 10-year treasury, and oil — and why right now all three are flashing red. With the Strait of Ho... more

YouTube

Macro trends blogger and economist David Woo, CEO of David Woo Unbound and co-author of the upcoming financial thriller Merry Go Round Broke Down, returns to the show to break down the geopolitical and market implications of the US-Iran conflict. Woo... more

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Recent Guests

Louis Gave
Founder and CEO of Gavekal
Gavekal
Episode: #347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Bill Fleckenstein
Founder and president of Fleckenstein Capital
Fleckenstein Capital
Episode: #343 Bill Fleckenstein: We're in a Completely Unprecedented Market Environment — And When It Changes, It's Going to Be a Really Big Deal
Ted Oakley
Founder and Managing Partner of Oxbow Advisors
Oxbow Advisors
Episode: #340 Ted Oakley: New Highs AND New Lows Coming — Why I'm Holding 50% Cash
George Noble
CIO of Noble Capital Advisors and former assistant to Peter Lynch
Noble Capital Advisors
Episode: #336 George Noble: The Fiscal Bill Is Coming Due, Gold Could Double From Here, and the Death of Speculation Is Underway
Alex Gurevich
CIO of HonTe Investments and author of The Next Perfect Trade
HonTe Investments
Episode: #335 Alex Gurevich: Zero Interest Rates Are Not Off the Table, Deflation Is Coming, and the Next Perfect Trade
Jim Rogers
Legendary investor, author of multiple books including Adventure Capitalist and Investment Biker
Episode: #327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
Peter Schiff
Chief Economist and Global Strategist at Euro Pacific Asset Management, founder of Schiff Gold.
Euro Pacific Asset Management
Episode: #319 Peter Schiff: Trump Wrong On Inflation, Dollar Collapse Ahead & America's Inflationary Depression
Dr. Mark Thornton
Austrian economist and Senior Fellow at the Mises Institute
Mises Institute
Episode: #312 Dr. Mark Thornton: America's On-Ramp to Hyperinflation and Why It's Still Early in the Bull Market for Gold & Silver
Chris Irons
Author of Fringe Finance on Substack and a micro-investor focused on macroeconomic trends.
Fringe Finance
Episode: #298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory

Host

Julia La Roche
Host of interviews with prominent business figures, offering insights into their thoughts on finance, economics, and investment strategies. Julia specializes in facilitating in-depth discussions that allow guests to share valuable knowledge.

Reviews

4.7 out of 5 stars from 188 ratings
  • Consistently great show

    Consistently great show with different opinions from the guests. Julia’s follow up questions bring an understandable level of clarity to her conversations with the guests

    Apple Podcasts
    5
    CapitalT2
    United States2 months ago
  • Gets new information

    Good assortment of original guests, and if a guest is appearing on two or three different podcasts and you compare the interviews, Julia manages to get the most candid information.

    Apple Podcasts
    5
    tastytomato
    United States2 months ago
  • Enjoyable and Informative

    Julia asks great questions, I seem to always enjoy the show.

    Apple Podcasts
    5
    Guam Review
    United States3 months ago
  • Simply Great!

    In a nutshell: Julia brings on amazing guests, gives them the floor to talk and asks insightful questions. Supremely interesting and helpful. And Chris Whalen is phenomenal!

    Apple Podcasts
    5
    PatrickL1964
    United States4 months ago
  • 5 stars

    Great show for finance and investing professionals; Julia asks guests thoughtful questions and gives them the full floor to answer without interruption.

    Apple Podcasts
    5
    CheeseJ21
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many reviews emphasize the host's ability to ask thoughtful questions that allow guests to speak freely.
Certain critiques mention occasional disagreements in perspectives, but overall, the feedback is positive regarding the content quality.
The podcast is recognized for consistently delivering valuable insights into current economic and investment trends.
Listeners appreciate the insightful nature of the interviews, noting the depth of the discussions and the quality of the guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Q: What is the risk that's keeping you up at night these days and what's the one thing you're most optimistic about?
His main worry is energy prices shooting up, which could derail the economy, while he remains optimistic about China's energy and productivity dynamics and the potential for structural inflation to persist if policy responses are managed well.
#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Q: Would it be fair to say, are you bearish on the US?
Louis Gave says he is bearish on the US dollar and bearish on the US Treasury market, while maintaining a view that fundamentals in the US are still decent, but relative positioning and valuation suggest better opportunities abroad.
#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History
Q: Could you elaborate on why private credit might be one of the biggest busts in US financial history and whether JPMorgan acts as a canary in the coal mine?
Whalen explains that private credit unwinds slowly due to its private nature, the layering of leverage, subordinated positions to banks, and complex off-balance-sheet structures. The absence of daily mark-to-market and reliance on CLO structures means the losses could accumulate over time, making it a prolonged unwinding rather than a sudden crisis. JPMorgan, as a large secured lender, sets the pace, so its actions influence perceptions but do not by themselves indicate an immediate systemic crisis.
#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
Q: Who are the potential winners and losers in this scenario, and how might global supply chains adapt?
Canada and some resource-rich regions could fare relatively better, while the US benefits from energy independence but its middle class bears higher energy costs; Europe faces disruption due to gas and oil supply constraints, and China could gain leverage if Iran's export routes stay robust through new logistics links.
#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
Q: What would need to happen for you to change your view that this conflict will be protracted rather than quick?
A clear surge in missiles at Israel and a sustained oil price spike that cannot be contained would indicate a deeper, longer conflict; otherwise, the market may continue to price in quick, decisive outcomes based on assumptions about domestic political energy and perceived strategic wins.

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Frequently Asked Questions About The Julia La Roche Show

What is The Julia La Roche Show about and what kind of topics does it cover?

This show features engaging and insightful conversations with leading figures from the business world, including CEOs, investors, and thought leaders. Topics discussed tend to revolve around investing strategies, economic trends, and personal experiences in the business landscape, offering listeners a wealth of knowledge and diverse perspectives. The host excels at facilitating dialogue, allowing guests to share their insights and stories in depth, making each episode a treasure trove of valuable information for listeners interested in finance and business. The unique approach of prioritizing guest narratives while maintaining a focused discussion sets this show apart in the crowded podcasting space.

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Which podcasts are similar to The Julia La Roche Show?

These podcasts share a similar audience with The Julia La Roche Show:

1. Wealthion - Be Financially Resilient
2. We Study Billionaires - The Investor’s Podcast Network
3. Monetary Matters with Jack Farley
4. The David Lin Report
5. Odd Lots

How many episodes of The Julia La Roche Show are there?

The Julia La Roche Show launched 4 years ago and published 350 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Julia La Roche Show?

Recent guests on The Julia La Roche Show include:

1. Louis Gave
2. Bill Fleckenstein
3. Ted Oakley
4. George Noble
5. Alex Gurevich
6. Jim Rogers
7. Peter Schiff
8. Dr. Mark Thornton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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