# The Julia La Roche Show Page: https://stenobird.com/podcast/the-julia-la-roche-show-5842803 Text version: https://stenobird.com/podcast/the-julia-la-roche-show-5842803.md RSS feed: https://anchor.fm/s/41aa63c4/podcast/rss Official site: https://podcasters.spotify.com/pod/show/julia-la-roche Author: Julia La Roche Episodes: 395 ## Resource 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, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the show about the guest, never the host. She speaks less and listens more. She always does her homework. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-julia-la-roche-show-5842803 Markdown: https://stenobird.com/podcast/the-julia-la-roche-show-5842803.md ## Episodes - [#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/393-chris-irons-something-will-break-the-market-sharp-deleveraging-ahead-why-the-fed-will-fold-gold-could-hit-7-500) — 2026-07-23T12:00:00+00:00 - [#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/392-george-noble-the-liquidity-cycle-has-turned-markets-face-a-wile-e-coyote-moment) — 2026-07-21T10:00:00+00:00 - [#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/391-chris-whalen-4-trillion-private-credit-risk-double-digit-inflation-housing-s-2005-warning) — 2026-07-18T10:00:00+00:00 - [#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/390-ted-oakley-it-s-not-a-normal-market-a-generational-bear-could-cut-stocks-40) — 2026-07-16T12:00:00+00:00 - [#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/389-larry-mcdonald-a-market-rotten-to-the-core-gold-to-6-500-and-the-coming-credit-crisis) — 2026-07-14T10:00:00+00:00 - [#388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/388-chris-whalen-one-rate-hike-coming-iran-peace-unlikely-double-digit-inflation-inevitable) — 2026-07-11T10:00:00+00:00 - [#387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/387-danielle-dimartino-booth-no-rate-hike-coming-labor-force-participation-collapsing-stock-market-too-big-to-fail) — 2026-07-09T12:00:00+00:00 - [#386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/386-michael-every-economic-statecraft-changed-everything-old-playbook-is-dead-new-era-begins) — 2026-07-07T10:00:00+00:00 - [#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/385-chris-whalen-gold-headed-higher-goldman-4-900-target-silver-china-buying-spree) — 2026-07-04T12:00:00+00:00 - [#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/384-henrik-zeberg-while-markets-rally-a-recession-signal-just-quietly-triggered) — 2026-07-02T10:00:00+00:00 - [#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/383-andrew-pancholi-smart-money-is-quietly-exiting-stocks-what-the-cycles-say-happens-next) — 2026-06-30T10:00:00+00:00 - [#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/382-chris-whalen-private-credit-s-slow-motion-train-wreck-the-warning-signs-for-a-2028-housing-reset) — 2026-06-27T13:00:00+00:00 - [#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/381-peter-grandich-why-the-u-s-stock-market-s-biggest-tailwind-is-about-to-reverse) — 2026-06-25T10:00:00+00:00 - [#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/380-peter-schiff-end-game-coming-bubble-popping-2-trillion-interest-by-next-year) — 2026-06-23T10:00:00+00:00 - [#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/379-chris-whalen-the-bond-market-already-hiked-why-double-digit-inflation-is-still-ahead-and-kevin-warsh-sets-new-tone-at-fed) — 2026-06-20T12:00:00+00:00 - [#378 Danielle DiMartino Booth: Warsh Gets 9/10, Finally "Fed Up Too," Removes Dot Plot](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/378-danielle-dimartino-booth-warsh-gets-9-10-finally-fed-up-too-removes-dot-plot) — 2026-06-18T10:00:00+00:00 - [#377 Ted Oakley: We're Toward The End, Late Stage Market, Lemmings Everywhere](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/377-ted-oakley-we-re-toward-the-end-late-stage-market-lemmings-everywhere) — 2026-06-16T10:00:00+00:00 - [#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/376-chris-whalen-the-markets-know-there-s-a-problem-trump-admin-doesn-t-rationing-ahead) — 2026-06-06T12:00:00+00:00 - [#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/375-howell-liquidity-slowing-speculation-phase-ending-why-a-fed-hike-might-be-coming) — 2026-06-02T10:00:00+00:00 - [#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/374-chris-whalen-fed-policy-losing-efficacy-rate-hike-coming-anyway-private-credit-defaults-at-6) — 2026-05-30T12:00:00+00:00 - [#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/373-chris-whalen-why-we-could-see-double-digit-inflation-rationing-fed-hikes) — 2026-05-23T12:00:00+00:00 - [#372 Ted Oakley: Why Energy Could Surge Like Gold Did Last Year, and Most Investors Don't Own Enough](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/372-ted-oakley-why-energy-could-surge-like-gold-did-last-year-and-most-investors-don-t-own-enough) — 2026-05-21T12:00:00+00:00 - [#371 George Noble: Fed's Hands Tied, Bond Vigilantes Waking Up, Buy the Dip Dead, Margin of Safety Thin](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/371-george-noble-fed-s-hands-tied-bond-vigilantes-waking-up-buy-the-dip-dead-margin-of-safety-thin) — 2026-05-19T10:00:00+00:00 - [#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/370-chris-whalen-why-double-digit-inflation-is-possible-30-year-tops-5) — 2026-05-16T12:00:00+00:00 - [#369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/369-melody-wright-35-50-housing-correction-needed-first-wave-10-12-coming) — 2026-05-14T10:00:00+00:00 - [#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/368-michael-pento-the-i-shaped-economy-destroying-the-middle-class-2-trillion-private-credit-bubble-and-why-credit-markets-will-fracture-first) — 2026-05-12T10:00:00+00:00 - [#367 Chris Whalen: "No Rate Cuts For a While" — Warsh's Fed Earthquake, Silver Shortage, and Why Inflation Is Here to Stay](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/367-chris-whalen-no-rate-cuts-for-a-while-warsh-s-fed-earthquake-silver-shortage-and-why-inflation-is-here-to-stay) — 2026-05-09T12:00:00+00:00 - [#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/366-michael-green-why-a-1987-style-crash-is-now-almost-inevitable-here-s-the-math) — 2026-05-07T10:00:00+00:00 - [#365 Rick Rule: 'All The News I See Is Bad' — Oil Shortage, Gold & Why The Worst Is Still Ahead](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/365-rick-rule-all-the-news-i-see-is-bad-oil-shortage-gold-why-the-worst-is-still-ahead) — 2026-05-05T10:00:00+00:00 - [#364: Chris Whalen: Powell Stays to "Block Trump" — Warsh Faces Major Obstacles and "The Fed Caused High Home Prices"](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/364-chris-whalen-powell-stays-to-block-trump-warsh-faces-major-obstacles-and-the-fed-caused-high-home-prices) — 2026-05-02T12:00:00+00:00 - [#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](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/363-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) — 2026-04-30T12:00:00+00:00 - [#362 Chris Whalen: DOJ Drops Powell Probe — "Trump Could Be Attacking Warsh By Thanksgiving," Stagflation Is the Base Case, The Real Private Credit Risk, & Why Distressed Real Estate Is The Next Trade](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/362-chris-whalen-doj-drops-powell-probe-trump-could-be-attacking-warsh-by-thanksgiving-stagflation-is-the-base-case-the-real-private-credit-risk-why-distressed-real-estate-is-the-next-trade) — 2026-04-25T12:00:00+00:00 - [#361 Dr. Mark Thornton: We're on the Highway to Hyperinflation](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/361-dr-mark-thornton-we-re-on-the-highway-to-hyperinflation) — 2026-04-21T12:00:00+00:00 - [#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/360-chris-whalen-even-if-we-cut-a-deal-today-inflation-is-not-behind-us) — 2026-04-18T12:00:00+00:00 - [#360 Michael Howell: We've Hit An Inflection Point — We're In The Speculation Phase And Turbulence Is Coming For Markets](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/360-michael-howell-we-ve-hit-an-inflection-point-we-re-in-the-speculation-phase-and-turbulence-is-coming-for-markets) — 2026-04-17T10:00:00+00:00 - [#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/359-chris-whalen-no-vision-of-victory-in-iran-housing-has-peaked-for-now-time-to-buy-gold) — 2026-04-11T12:00:00+00:00 - [#358 Danielle DiMartino Booth: The Fed Knows the Data Is Broken, Private Credit Is Contagious, and Nobody Is Fighting for American Families](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/358-danielle-dimartino-booth-the-fed-knows-the-data-is-broken-private-credit-is-contagious-and-nobody-is-fighting-for-american-families) — 2026-04-09T10:00:00+00:00 - [#357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/357-henrik-zeberg-we-have-not-seen-the-top-yet-why-the-nasdaq-could-rally-30) — 2026-04-08T10:00:00+00:00 - [#356 Chris Whalen: The Fed Can't Fix This](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/356-chris-whalen-the-fed-can-t-fix-this) — 2026-04-04T12:00:00+00:00 - [#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/355-brent-johnson-the-old-world-is-over-america-is-entering-its-empire-phase-and-the-dollar-wins) — 2026-04-01T12:32:07+00:00 - [#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/354-larry-mcdonald-private-credit-is-this-cycle-s-subprime-and-retail-investors-are-holding-the-bag) — 2026-03-31T10:00:00+00:00 - [#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/353-chris-whalen-the-economic-damage-will-become-impossible-to-ignore) — 2026-03-28T12:00:00+00:00 - [#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/352-jeffrey-gundlach-private-credit-is-an-unmitigated-disaster-and-it-s-only-going-to-get-worse) — 2026-03-27T10:00:00+00:00 - [#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/351-jay-pelosky-the-emification-of-america-the-u-s-no-longer-deserves-its-premium-valuation) — 2026-03-24T12:00:00+00:00 - [#350 Chris Whalen: Powell Stays, Warsh Waits, and Trump Has Nobody to Blame But Himself](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/350-chris-whalen-powell-stays-warsh-waits-and-trump-has-nobody-to-blame-but-himself) — 2026-03-21T12:00:00+00:00 - [#349 Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It](https://stenobird.com/podcast/the-julia-la-roche-show-5842803/349-peter-schiff-inflation-is-going-to-double-digits-the-fed-can-t-stop-it) — 2026-03-19T10:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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