Podcast Episodes

#293 Danielle DiMartino Booth: Fed Quietly Reclassified $300B In Loans With No Comment - Is This Systemic?

Episode 293

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the Fed minutes. In this episode, DiMartino Booth highlights how the Fed quietly reclassifi…

Published on 4 weeks, 2 days ago

#292 Chris Whalen: Gold Over $5,000 Next Year, Americans Still Uncomfortable Admitting Dollar Weakness, And Why Fed Will Monetize Debt Through Financial Repression

Episode 292

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dol…

Published on 1 month ago

#291 Henrik Zeberg: Everything Bubble Bust Coming After Final Blow-Off Top

Episode 291

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, presents his business cycle framework showing leading indicators crossed in November 2024 (Titanic hit ice…

Published on 1 month, 1 week ago

#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge

Episode 390

Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains ho…

Published on 1 month, 2 weeks ago

#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top

Episode 289

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market …

Published on 1 month, 2 weeks ago

#288 Chris Whalen: Fed Caused Housing Emergency, Rate Cuts Won't Fix It

Episode 288

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, h…

Published on 1 month, 2 weeks ago

#287 Danielle DiMartino Booth: The Fed Chose Independence Over The Economy Even As A Double-Dip Recession Unfolds

Episode 287

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the September FOMC. DiMartino Booth argues the Fed "chose independence over economy" with i…

Published on 1 month, 3 weeks ago

#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 2 months 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 2 months 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 2 months, 1 week ago