The Julia La Roche Show

Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show for episode 266 for his quarterly appearance. In this episode, Rule predicts the US dollar will lose 75% of its purchasing power over the next decade, similar to the 1970s crisis. He explains that $130 trillion in total government liabilities against $141 trillion in private wealth creates unsolvable math that can only...

Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 265 to discuss the economy and his new book "Making Money Work: How to Rewrite the Rules of Our Financial System."

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kal...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog and author of "Inflated: Money, Debt and the American Dream," returns to the show with a monthly update on markets and the economy.

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kalshi: https://kalshi.com/julia

In this episode, Whalen argues the Fed's easy money era is over, with no rate cuts coming ...

Lawrence Lepard, author of "The Big Print," warns that America is witnessing the endgame of a decades-long monetary experiment that has created massive wealth inequality and put the country on an inevitable path toward high inflation.

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kalshi: https://kalshi.com/julia

Links:

X: https://x.com/LawrenceLepard

Website: https://ema2.com/

The Big Print book: http...

George Noble, CIO of Noble Capital Advisors, argues we're in a regime shift where US exceptionalism is ending. He sees global rotation away from dollar assets as foreign capital heads home. He expects bond yields to rise significantly until markets force politicians' hands, recommending investors get out of paper money and into scarce assets like gold. Noble is bearish on US equities, especially consumer stocks and the Mag-7, favor...

Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset bubbles rather than economic collapse. He correctly predicted the S&P's drop to 5,000 in early 2025 and expects it to reach 7,000 by year-end, driven by Trump administration policies that prioritize growth over spending cuts. Mattison believes the 10-year Treasury rate i...

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 260 to discuss tariffs, markets, and geopolitics.

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kalshi: https://kalshi.com/julia

Woo, the former head of Global Interest Rates, Foreign Exchange, Eme...

Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession.

Sponsors:

Monetary Metals. https://monetary-...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show to discuss his newly released book "Inflated: Money, Debt and the American Dream."

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kalshi: kalshi.com/julia 

In this episode, Whalen offers a contrarian perspective on current markets, dismissing recession fears while highlighting a &quo...

Dr. Edward Altman, creator of the Z-Score bankruptcy prediction model and Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, joins Julia La Roche on episode 257 for an in-depth discussion on where we are in the credit cycle.

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

https://monetary-metals.com/julia

In this episode, Ed Altman discusses the current state of the credit cycle. Dr. Al...

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview.

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

https://monetary-metals.com/julia

DiMartino Booth argues that Fed monetary policy remains overly restrictive while the labor market is "anything but solid." She points to concerning...

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 255 where he discusses what he calls a fundamental "100-year pivot" reshaping the global landscape.

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

Williams warns that we've entered an "air pocket" where tariff impacts haven...

In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an economic "interregnum" where five convergent forces are aligning to depress growth. Dr. Hunt methodically explains how tariffs will ultimately prove deflationary rather than inflationary, why the Fed's restrictive monetary policy is misplaced, how federal spending...

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.

https://monetary-metals.com/julia

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.

https://monetary-metals.com/julia

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...