The Julia La Roche Show

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.

Sponsor: This episode is brought to you by Monetary Metals.

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In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain eleva...

Melody Wright joins Julia La Roche on episode 252 to discuss the state of the U.S. housing market.

Sponsor: This episode is brought to you by Monetary Metals.

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In this episode, Melody debunks the "inventory shortage" myth in housing and reveals startling truths about the current market. She explains how March home sales fell below 2008 levels despite population growth, discusses the hyperfinancializa...

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.

Sponsor: This episode is brought to you by Monetary Metals.

https://monetary-metals.com/julia

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Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in consumer credit, employment data, and ...

Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 249 to discuss the state of the economy.

Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia

In this episode, Dr. Shilling explains why he believes we are headed for a recession, if not already in one. He analyzes ...

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 to discuss the markets and the economy.

Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia

In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors are pulling back following tariff po...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 247 to discuss tariffs, markets, and the economy.

Sponsor: This episode is brought to you by Monetary Metals. ⁠https://monetary-metals.com/julia⁠

Chris Whalen explains why the tariff debate is largely a distraction - part of Trump's "shock and awe" strategy to force tra...

Jim Rickards returns to The Julia La Roche Show to discuss "MAGAnomics" - the multi-faceted economic strategy of the Trump administration. Rickards explains the three-legged stool of Trump's economic policy: Bessent's 3-3-3 Plan, Navarro's tariff strategy, and Miran's "Mar-a-Lago Accord." He warns of a potential "time bomb" in the financial system if Treasury Bills are swapped for 100-...

Axel Merk, CIO and founder of Merk Investments with over $2 billion in AUM, shares his perspective on the current macro landscape. He explores how Trump's executive policies around trade and tariffs might alter the "plumbing" of the global financial system, potentially disrupting international capital flows that have long benefited the US. Merk discusses gold's performance as a possible warning signal, stagflationary risks in the e...

Peter Boockvar explains why investors must discard the playbook that has worked for the past few years due to three major shifts: the end of the MAG7 tech trade, potential cuts in government spending, and declining foreign flows into US assets. Boockvar notes that these seven stocks reached 35% of the S&P 500 - exceeding the concentration seen in March 2000 - while becoming a global "reserve currency" with central banks like No...

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 242 to discuss the markets and the economy. He explains why America's K-shaped economy - where the top 10% drives 50% of retail sales - has made the status quo unsustainable. He argues Trump's policies reflect the reality that our $36 trillion debt has become a national security issue requiring allies to pay for their defense rather than relyin...

Lynette Zang, financial analyst and economist, explains why the US dollar is at the end of its life cycle, with only 3 cents of purchasing power remaining from the original dollar. She details how currency collapses follow predictable patterns, with the current system having effectively died in 2008. Zang calculates gold's fundamental value at over $40,000 per ounce based on global debt divided by available gold, and predicts a...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 240 to discuss markets and the state of the economy.

Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia

Whalen explains why market euphoria has faded under Trump's "shock and awe" strategy. Banks face a $3 trillion mortgage se...

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche Show where he analyzes global liquidity trends and warns of market risks ahead.

Howell explains we're entering an "air pocket" in global liquidity despite the overall upward trend that began in October 2022. He examines the "hidden stimulu...

Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture.

Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia

In this episode, Snider explains why we never actually left the 2020 recession - the apparent recovery was an illusion created by Fed rate cuts, election optimism, and front-loaded economic activit...

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. McDonald explains why we're facing an engineered economic slowdown as the new a...

Dr. Judy Shelton, senior fellow at the Independent Institute and author of "Good as Gold: How To Unleash The Power of Sound Money," explains why the U.S. stands at a monetary crossroads requiring fundamental reform. She critiques the Federal Reserve's practice of paying banks billions not to lend, the distortionary effects of currency manipulation in international trade, and the moral implications of a 2% inflation ta...

Bob Elliott, cofounder and CEO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity, joins Julia La Roche on episode 236.

Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia

In this episode, Elliott shares why the economy faces a likely growth disappointment in 2025. H...

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 235 to discuss mounting signs of disinflation and labor market stress in early 2025. She points to falling rents, rising vacancy rates, and a wave of both private and public sector job cuts that could force more Fed rate cuts than markets expect. DiMartino Booth warns about the confluence...