{"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":"#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year","slug":"380-peter-schiff-end-game-coming-bubble-popping-2-trillion-interest-by-next-year","published_at":"2026-06-23T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803/380-peter-schiff-end-game-coming-bubble-popping-2-trillion-interest-by-next-year","show_page_url":"https://stenobird.com/podcast/the-julia-la-roche-show-5842803","url":"https://podcasters.spotify.com/pod/show/julia-la-roche/episodes/380-Peter-Schiff-End-Game-Coming--Bubble-Popping--2-Trillion-Interest-by-Next-Year-e3l5aof","audio_url":"https://traffic.megaphone.fm/APO2534804073.mp3","summary":"Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above 5%. He emphasizes inflation is a choice—all Fed chairs chose it, and Warsh will too despite tough talk, because the alternative is politically unacceptable. He reveals the May deficit surged 30% while interest expense jumped 44%, with annual interest payments now hitting $1.6 trillion and will be $2 trillion by next year. Schiff identifies Japan as a looming harbinger with 250% debt-to-GDP, yields climbing above 4%, and the yen collapsing below 160 with potential for another 30-50% decline. His end game thesis: the US dollar loses reserve currency status, US assets get repriced down, and he's positioning to "have all the chips" at the finish line. Gold's pullback from $5,600 to $4,200 is a "buy the rumor, sell the fact" move, while silver at $65 is headed to $200 and Bitcoin at $64,000 should be sold. GDP growth is an illusion created by faulty deflators that understate inflation; the economy hasn't really expanded, just become more expensive, and stagflationary depression is locked in. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: https://x.com/PeterSchiff https://www.youtube.com/@peterschiff Timestamps: 0:00 Intro and welcome Peter Schiff 00:50 Air coming out of bubble 1:16 Markets too complacent on inflation risks 1:45 Warsh has a problem - Hike or no hike, both bad 3:36 Inflation is a choice - All Fed chairs chose it 5:11 Warsh will choose inflation despite tough talk 5:24 Bond market breakdown coming - 10-year to 5%, 30-ye…","meta_description":"Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2887,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-julia-la-roche-show-5842803/episodes/380-peter-schiff-end-game-coming-bubble-popping-2-trillion-interest-by-next-year/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-5842803/380-peter-schiff-end-game-coming-bubble-popping-2-trillion-interest-by-next-year.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}