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#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us
#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us

Episode 360

In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us …

5 months, 3 weeks ago

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#360 Michael Howell: We've Hit An Inflection Point — We're In The Speculation Phase And Turbulence Is Coming For Markets
#360 Michael Howell: We've Hit An Inflection Point — We're In The Speculation Phase And Turbulence Is Coming For Markets

Episode 360

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, returns seve…

5 months, 3 weeks ago

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#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold
#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold

Episode 359

In this episode of The Wrap, Chris Whalen says the US has no vision of victory in Iran — like Afghanistan and Vietnam, we went in without knowing wha…

6 months ago

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#358 Danielle DiMartino Booth: The Fed Knows the Data Is Broken, Private Credit Is Contagious, and Nobody Is Fighting for American Families
#358 Danielle DiMartino Booth: The Fed Knows the Data Is Broken, Private Credit Is Contagious, and Nobody Is Fighting for American Families

Episode 358

Danielle DiMartino Booth, CEO of QI Research and former Fed insider, joins Julia to sound the alarm on a U.S. economy she believes is being misread, …

6 months ago

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#357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%
#357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update. Despite clear deterior…

6 months ago

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#356 Chris Whalen: The Fed Can't Fix This
#356 Chris Whalen: The Fed Can't Fix This

Episode 356

In this episode of The Wrap, Chris Whalen says this selloff is worse than Liberation Day because it's real economic dislocation — not just a market s…

6 months, 1 week ago

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#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins
#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins

Episode 355

Brent Johnson, founder and CEO of Santiago Capital and creator of the Dollar Milkshake Theory, joins The Julia La Roche Show in-studio for a wide-ran…

6 months, 1 week ago

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#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag
#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag

Episode 354

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode disc…

6 months, 2 weeks ago

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#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore
#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…

6 months, 2 weeks ago

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#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
#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…

6 months, 2 weeks ago

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