Podcast Episodes

#286 Chris Whalen: Time To Go Risk-Off, Why A Treasury Crisis Could Be Ahead, & Gold Displaces The Dollar

Episode 286

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show his monthly appearance. In this episode, Whalen reports taking a risk-off posit…

Published on 13 hours ago

#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities

Episode 285

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.

Sponsored by Monetary Metals.

https://monetary-metals.com/julia

In t…

Published on 3 days, 11 hours ago

#284 Melody Wright: We're In An Insane Housing Bubble Fueled By Speculation That's Worse Than 2008

Episode 284

Melody Wright, author of M3 Melody Substack, returns to the show for episode 284 where she delivers a stark assessment of the housing market.

Sponsor: This episode is brought to you by Monetary Metal…

Published on 1 week, 5 days ago

#283 Warren Pies On The Widening Perception Gap In Macro, Why A Rate Cut Is Inconsequential,

Episode 283

Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spendin…

Published on 2 weeks ago

#282 Jim Bianco: Fed Chair Powell 'Caved' In Jackson Hole, A Rate Cut in September Would Be A Mistake

Episode 282

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 282 to react to Fed Chair Jerome Powell's Jackson Hole speech on Friday. Bianco argues Powell "caved" on rate …

Published on 2 weeks, 4 days ago

#281 Peter Grandich: The Stock Market Is 'Very Vulnerable' To A Crash Or Hard Fall, More Concerned Than 1987, 1999 or 2007

Episode 281

Peter Grandich, veteran of 40+ years on Wall Street, delivers his most dire warning yet, saying he's more concerned than during the 1987 crash, dot-com bubble, or 2008 financial crisis due to deterio…

Published on 3 weeks, 4 days ago

#280 Chris Whalen On Why The Fed Won't Be Cutting Rates In September

Episode 280

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is unlikely to cut rates in September despite market expecta…

Published on 3 weeks, 6 days ago

#279 Marc Faber: The Asset Price Illusion Will Eventually Collapse

Episode 279

Dr. Marc Faber, editor of the Gloom Boom and Doom Report, provides his characteristically pessimistic outlook, arguing that while Asian economies have bottomed out, mature Western economies are turni…

Published on 1 month ago

#278 Anna Wong: What If We Are In A Recession And People Haven't Noticed Yet?

Anna Wong, Chief US Economist at Bloomberg Economics, analyzes shocking jobs revisions showing only 35,000 jobs added over three months and questions whether this signals real weakness or statistical…

Published on 1 month ago

#277 Danielle DiMartino Booth: What the historic Fed dissent really exposed about Powell's leadership crisis and why Trump's relentless pressure campaign could trigger an Armageddon scenario

Episode 277

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio on Fed day to analyze the historic FOMC meeting featuring the first double dissent since 1993, arguin…

Published on 1 month, 1 week ago