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The Julia La Roche Show

Julia La Roche
Federal Reserve
Inflation
Gold
Recession
U.S. Economy
Housing Market
Bitcoin
Interest Rates
Private Credit
Stock Market
Tariffs
Labor Market
Monetary Policy
US Economy
China
Financial Markets
Debt
Trump Administration
Central Banks
Silver

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

PublishesDailyEpisodes386Founded4 years ago
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Artwork for The Julia La Roche Show

Latest Episodes

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets and the economy are telling two completely different stories. While equities keep melting up toward a ... more

Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns spanning 36, 60, 90, 100, 144, and 250 years that he uses to forecast turning points across ... more

YouTube

Chris Whalen joins Julia La Roche on this week's episode of "The Wrap with Chris Whalen" to break down what he calls a "slow motion train wreck" in private credit, where public and private funds alike are getting hammered with redemption requests jus... more

YouTube

Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious: after 42 years in finance, he believes the time has come to prioritize capital preservation over cap... more

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Recent Guests

Peter Grandich
Founder of Peter Grandich and Company; author of Confessions of a former Wall Street whiz kid
Peter Grandich and Company
Episode: #381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse
Michael Howell
CEO of CrossBorder Capital, author of Capital Wars on Substack
CrossBorder Capital
Episode: #375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming
Michael Green
Chief Strategist and Portfolio Manager at Simplify Asset Management; author of Yes, I Give a Fig Substack
Simplify Asset Management
Episode: #366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math
Danielle DiMartino Booth
CEO and Chief Strategist at QI Research; author of Fed Up
QI Research
Episode: #363 Danielle DiMartino Booth: Powell's 'Patriotic' Stand Protecting Fed Independence, Fed Should Cut Despite Oil Prices, and Flirting With Liquidity Crisis as Non-Banks Too Big to Fail
Jeffrey Gundlach
Founder and CEO of DoubleLine Capital, The Bond King
DoubleLine Capital
Episode: #352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
Jay Pelosky
Founder of TPW Advisory
TPW Advisory
Episode: #351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
Louis Gave
Founder and CEO of Gavekal
Gavekal
Episode: #347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Warren Pies
Founder of 3Fourteen Research
3Fourteen Research
Episode: #338 Warren Pies: The Bearish Narratives Are Overdone — Bull Market Remains Intact
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

Host

Julia La Roche
Host of The Julia La Roche Show; leads conversations with guests, guiding interviews with thoughtful questions and a focus on guest insights.

Reviews

4.7 out of 5 stars from 196 ratings
  • Wonderful host

    Julia La Roche is a great host. She is brilliant at bringing out the best topics from each interviewee, preparing the interviews thoroughly, and giving the spotlight to the guests, whom she listens to and questions in an organized and appropriate manner. I follow this podcast from Spain.

    Apple Podcasts
    5
    Ton1926
    Spain3 months ago
  • 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 States5 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 States5 months ago
  • Enjoyable and Informative

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

    Apple Podcasts
    5
    Guam Review
    United States6 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 States7 months ago

Listeners Say

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

The show's style is long-form and analytical, which suits serious investors and professionals.
Guests range from macro strategists to energy and housing experts, with strong emphasis on policy impact on markets.
Listeners prize the depth of questions and the ability to cover complex macro topics accessibly.
Host is thoughtful and well-prepared, bringing out candid insights from diverse 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.

#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year
Q: Do you think the wealth tax debate will pass in California, and what would it mean if it did or didn't?
The odds of a wealth tax passing are uncertain; even if not passed now, the issue could resurface, and a billionaire-focused tax would likely accelerate capital flight and strategic relocation among the ultra-wealthy while altering incentives for entrepreneurship.
#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year
Q: What are the likely implications if the 10-year yield touches five percent?
A five-handle on the 10-year would pressure equities and other risk assets, likely forcing the Fed to respond by monetary easing or QE in order to avoid a deeper market correction, which would in turn influence inflation dynamics and asset prices.
#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year
Q: What do you make of Fed Chair Warsh's comments that inflation is a choice?
Inflation is largely a policy outcome driven by money supply and fiscal decisions; if the Fed and policymakers choose inflation, they'll get inflation, and conversely they could choose lower inflation but would need to take significant, perhaps painful, policy steps that many leaders avoid.
#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed
Q: Do you think this will be worse or better for the markets overall?
Whalen believes it will be positive for the markets overall if theFed maintains cautious policy and focuses on data, avoiding over-communication and sensational guidance that previously amplified expectations.
#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed
Q: What were your high-level thoughts on Warsh's first FOMC and presser?
Warsh set a tone of restraint and transparency, suggesting less forward guidance and a greater emphasis on data, which could dampen immediate market movements while the Fed watches how the economy evolves.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

The show features in-depth conversations with top financiers, economists, and policy thinkers, with a strong emphasis on macro policy, inflation dynamics, central bank actions, and how these forces shape markets, real estate, and credit. Across episodes, guests frequently dissect the Fed's stance, liquidity conditions, geopolitical risks, and the flows driving stocks, bonds, and commodities, often tying these themes to real-world implications for investors and households. A standout throughline is a willingness to challenge mainstream narratives, highlight systemic risks like private credit or housing affordability, and surface actionable macro insights through long-form dialogue. The format often blends rigorous analysis with clear, listen... more

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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. Thoughtful Money with Adam Taggart
2. Wealthion - Be Financially Resilient
3. Monetary Matters with Jack Farley
4. Forward Guidance
5. The David Lin Report

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

The Julia La Roche Show launched 4 years ago and published 386 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. Peter Grandich
2. Michael Howell
3. Michael Green
4. Danielle DiMartino Booth
5. Jeffrey Gundlach
6. Jay Pelosky
7. Louis Gave
8. Warren Pies

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