{"podcast":{"title":"The Julia La Roche Show","slug":"the-julia-la-roche-show-5842803","podcast_index_feed_id":5842803,"rss_url":"https://anchor.fm/s/41aa63c4/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/julia-la-roche","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/10916857/10916857-1660085096509-ec2c80bf0ad2a.jpg","author":"Julia La Roche","episode_count":395,"summary":"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.","last_synced_at":"2026-07-24T00:18:02.386758+00:00","page_url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803"},"episode":{"title":"#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%","slug":"370-chris-whalen-why-double-digit-inflation-is-possible-30-year-tops-5","published_at":"2026-05-16T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803/370-chris-whalen-why-double-digit-inflation-is-possible-30-year-tops-5","show_page_url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803","url":"https://podcasters.spotify.com/pod/show/julia-la-roche/episodes/370-Chris-Whalen-Why-Double-Digit-Inflation-Is-Possible--30-Year-Tops-5-e3jd15f","audio_url":"https://traffic.megaphone.fm/APO9430779389.mp3","summary":"In this episode of The Wrap, Chris Whalen breaks down Kevin Warsh's confirmation as Fed chair and explains why this represents a dramatic shift from the progressive, statist Fed created by Mariner Eccles in the 1930s to a supply-side approach. Whalen reveals that Fed chairs have enormous unilateral power and predicts Warsh will reduce the balance sheet and reserves while trading off lower short-term rates, ending the regime where "every time the market hiccupped, the Fed ran in and dumped more reserves." He warns the 30-year bond topping 5% is just the beginning, with the long end potentially hitting 6% as Iran war impacts drive inflation to double digits by year end, possibly requiring rationing of key petroleum byproducts before the midterms. Whalen explains why silver is surging (Chinese tech demand, solid-state batteries, reduced mining) while discussing non-bank mortgage drama with United Wholesale Mortgage potentially becoming "the next Countrywide." He argues stocks will continue rising as inflation hedges, dismisses apocalyptic debt scenarios since the world needs dollars for trade, and predicts we'll need to get used to mortgages in the 6-7% range instead of 4-5% under higher-for-longer. Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap or call 855-573-0817 Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira845 Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673 Twitter/X: https://twitter.com/rcwhalen Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-p…","meta_description":"In this episode of The Wrap, Chris Whalen breaks down Kevin Warsh's confirmation as Fed chair and explains why this represents a dramatic shift from the p…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1977,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-julia-la-roche-show-5842803/episodes/370-chris-whalen-why-double-digit-inflation-is-possible-30-year-tops-5/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803/370-chris-whalen-why-double-digit-inflation-is-possible-30-year-tops-5.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}