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#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore
Episode 353
In this episode of The Wrap, Chris Whalen says stagflation is now the base case — the Iran war has already cost American investors trillions in reduc…
1 month, 3 weeks ago
#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
Episode 352
Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, makes his debut on The Julia La Roche Show for a wide-ranging conver…
1 month, 3 weeks ago
#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
Episode 351
Jay Pelosky, founder of TPW Advisory, makes the case that the U.S. no longer deserves its premium valuation — and that the biggest investing opportun…
1 month, 3 weeks ago
#350 Chris Whalen: Powell Stays, Warsh Waits, and Trump Has Nobody to Blame But Himself
Episode 350
In this episode of The Wrap, Chris Whalen says the private credit unwind is now spreading to consumer credit funds and warns that retirees and pensio…
2 months ago
#349 Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It
Episode 349
Peter Schiff, chief economist at Europacific Asset Management, makes the case that the U.S. economy is in far worse shape than the 1970s stagflation …
2 months ago
#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History
Episode 348
In this episode of The Wrap, Chris Whalen warns that private credit could become one of the biggest busts in U.S. financial history — not a systemic …
2 months, 1 week ago
#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready
Episode 347
Louis-Vincent Gave, founder and CEO of Gavekal Research, joins Julia to break down the three prices that drive every investment decision — the dollar…
2 months, 1 week ago
#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
Episode 346
Macro trends blogger and economist David Woo, CEO of David Woo Unbound and co-author of the upcoming financial thriller Merry Go Round Broke Down, re…
2 months, 1 week ago
#345 Chris Whalen: Private Credit Is Blowing Up, Nobody In Washington Is Paying Attention, and the Trump Administration Is Heading Toward a Financial Crisis
Episode 345
In this episode of The Wrap, Chris Whalen warns the Trump administration is heading toward a financial crisis, driven by private credit contagion, hi…
2 months, 2 weeks ago
#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges
Episode 344
In this week's episode of The Wrap, Chris Whalen breaks down the unraveling of private credit and why retail investors were never suitable for these …
2 months, 3 weeks ago