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The Julia La Roche Show

Julia La Roche
Federal Reserve
Inflation
Gold
Recession
Housing Market
U.S. Economy
Bitcoin
Interest Rates
Private Credit
Stock Market
Labor Market
US Economy
Tariffs
Monetary Policy
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

PublishesDailyEpisodes378Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Julia La Roche Show

Latest Episodes

In this episode of The Wrap, Chris Whalen reveals an "explosive" John Dizard interview dropping next week on rationing of synthetic lubricants for turbines and hybrid cars before the midterms, while the Trump administration stays blind to the supply ... more

YouTube

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio episode. In this episode, Howell reveals money is flowing out of financial markets into the real ... more

In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as deposits grow faster than assets forcing banks into trading operations. He warns private credi... more

YouTube

In this episode of The Wrap, Chris Whalen breaks down how the Iran war situation is sinking GOP hopes for the midterms as he predicts double-digit inflation by year end driven by critical petroleum product shortages, with John Dizard warning rationin... more

YouTube

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Recent Guests

Ted Oakley
Founder and Managing Partner of Oxbow Advisors
Oxbow Advisors
Episode: #372 Ted Oakley: Why Energy Could Surge Like Gold Did Last Year, and Most Investors Don't Own Enough
Melody Wright
CEO of Haringa, author of the M3 Melody Substack
Haringa
Episode: #369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming
Michael Pento
Founder and President of Pento Portfolio Strategies
Pento Portfolio Strategies
Episode: #368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First
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
Dr. Mark Thornton
Senior Fellow at the Mises Institute
Mises Institute
Episode: #361 Dr. Mark Thornton: We're on the Highway to Hyperinflation
Henrik Zeberg
Head Macro Economist at SwissBlock
SwissBlock
Episode: #357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%
Brent Johnson
Founder and CEO of Santiago Capital; host of Milkshakes Markets and Madness podcast; Santiago Capital Research
Santiago Capital
Episode: #355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins
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

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 193 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
    Spain2 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.

Apple Podcasts
#131
Indonesia/Business/Investing
Apple Podcasts
#186
Japan/Business/Investing
Apple Podcasts
#189
Hong Kong/Business/Investing
Apple Podcasts
#216
Sweden/Business/Investing
Apple Podcasts
#238
Belgium/Business/Investing
Apple Podcasts
#241
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
Q: What's your take on the private credit market and the risk of a broader credit crunch if private lenders pull back?
Private credit exposure remains high with double-digit loss rates, and the shift of lending from banks to non-banks could signal more pain if the cycle turns, potentially leading to a tightening of credit conditions.
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
Q: Do you think we'll see more QE or a bigger balance-sheet expansion despite policy rhetoric?
There's a strong possibility of QE-like actions or balance-sheet expansion to address liquidity and debt dynamics, but the guest cautions that the long-term effects and credibility are at stake, suggesting a cautious, selective approach.
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
Q: Okay, new leadership at the Federal Reserve under Warsh. Any expectations around what might happen with the Fed funds rate? Is there potential for a cut or a hike?
A majority would likely vote to raise the Fed funds rate, but the more important lever may be balance-sheet actions and signaling about shrinking or running off the portfolio; ultimate rate moves should be viewed in the context of the war and inflation, not just domestic policy.
#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes
Q: How might higher rates for longer impact the mortgage market and EAD distributions?
The guest suggests that a higher-for-longer rate environment could compress mortgage spreads and alter servicing asset dynamics, making duration management and balance-sheet interactions critical for REITs.
#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes
Q: Why can't we see a scenario where inflation goes up with oil, tenure remains high, and the Fed hesitates to cut?”,
The guest argues that given the inflationary impulse from supply shocks and resilient growth, the Fed is more likely to move to higher rates first and only later consider easing, as opposed to prematurely cutting during elevated inflation.

Audience Metrics

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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. The David Lin Report
5. Forward Guidance

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

The Julia La Roche Show launched 4 years ago and published 378 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. Ted Oakley
2. Melody Wright
3. Michael Pento
4. Michael Green
5. Dr. Mark Thornton
6. Henrik Zeberg
7. Brent Johnson
8. Jeffrey Gundlach

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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