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The Julia La Roche Show The Julia La Roche Show Julia La Roche 4REX | Trading Talk 4REX | Trading Talk Tom von 4REX Impulse Renta 4 Pódcast Renta 4 Pódcast Renta 4 Enlightened Misfits Podcast Enlightened Misfits Podcast Lauren Pearlingi What the Biz?! What the Biz?! What the Biz?! The Verdict with the Catastrophic Injury Lawyer Clarke Speaks The Verdict with the Catastrophic Injury Lawyer Clarke Speaks Clarke Speaks Trash Talk Trash Talk The Landfill Group Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Matt Stockman Just Money Podcast Just Money Podcast Just Money Podcast Bitcoin Italia Podcast Bitcoin Italia Podcast Rikki & Guybrush Coffeez with Joe Shalaby Coffeez with Joe Shalaby Joseph Shalaby Dagen med Di Dagen med Di Dagens industri Make Economy Great Again Make Economy Great Again WELT Growing Up In America: The Way It Is Growing Up In America: The Way It Is Dr. Robert Sanborn Techlandia Techlandia Technology Association of Oregon Bitcoin Takeover Podcast Bitcoin Takeover Podcast Vlad Costea CFO Podcast CFO Podcast Peter De Roeck Energy Trade Show Podcast Energy Trade Show Podcast Ben Seligson Brands, Beats & Bytes Brands, Beats & Bytes Brand Positioning Doctors Breaking Banks Breaking Banks Breaking Banks - The #1 Global Fintech Podcast Happier in Hollywood Happier in Hollywood The Onward Project Restaurant Hoppen Restaurant Hoppen Hurrdat Media Hidden Forces Hidden Forces Demetri Kofinas Your Money Minute Your Money Minute CNBC Life Kit Life Kit NPR Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Living Daily | Dan W. Faith & Finance Faith & Finance FaithFi Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command with Cameron Herold The Playbook With David Meltzer The Playbook With David Meltzer David Meltzer, Entrepreneur.com The Contractor Fight with Tom Reber The Contractor Fight with Tom Reber Tom Reber De Belegger De Belegger De Belegger Selling the Couch Selling the Couch Melvin Varghese, PhD Schwab Market Update Audio Schwab Market Update Audio Charles Schwab Financially Confident Christian Financially Confident Christian Ralph V. Estep, Jr. Optimal Finance Daily - Financial Independence and Money Advice Optimal Finance Daily - Financial Independence and Money Advice Optimal Living Daily | Diania Merriam The Best One Yet The Best One Yet Nick & Jack Studios Profit by Design Profit by Design Dr. Sabrina Starling
The Julia La Roche Show

Business

The Julia La Roche Show

Julia La Roche

#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered

July 02, 2026 5:00am 51 min

Henrik Zeberg, head macro economist at SwissBlock and author of The Monetary House of Cards, returns for his quarterly update to argue that markets and the economy are telling two completely different stories. While equi...

#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

June 30, 2026 5:00am 56 min

Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns spanning 36, 60, 90, 100, 144, and 250 years that he uses to f...

#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset

June 27, 2026 8:00am 34 min

Chris Whalen joins Julia La Roche on this week's episode of "The Wrap with Chris Whalen" to break down what he calls a "slow motion train wreck" in private credit, where public and private funds alike are getting hammere...

#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse

June 25, 2026 5:00am 46 min

Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious: after 42 years in finance, he believes the time has come to prioritize...

#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year

June 23, 2026 5:00am 48 min

Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above 5%. He emphasizes inflation is a choice—all Fed chairs chose...

#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed

June 20, 2026 7:00am 34 min

Chris Whalen is back for The Wrap after his fishing trip in Maine, where he caught a 21-inch smallmouth bass! He's very positive on Kevin Warsh's "less is more" approach at the Fed—no forward guidance, likely removing th...

#378 Danielle DiMartino Booth: Warsh Gets 9/10, Finally "Fed Up Too," Removes Dot Plot

June 18, 2026 5:00am 30 min

In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, gives Kevin Warsh a 9 out of 10 on his first FOMC meeting and press conference, saying "it sounds like he's fed up too" after witnessi...

#377 Ted Oakley: We're Toward The End, Late Stage Market, Lemmings Everywhere

June 16, 2026 5:00am 45 min

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of late stage using a Warren Buffett 1999 quote: "when you get to...

#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead

June 06, 2026 7:00am 30 min

In this episode of The Wrap, Chris Whalen reveals an "explosive" John Dizard interview dropping next week on rationing of synthetic lubricants for turbines and hybrid cars before the midterms, while the Trump administrat...

#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming

June 02, 2026 5:00am 43 min

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio episode. In this episode, Howell reveals money is flowing out of fi...

#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%

May 30, 2026 7:00am 36 min

In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as deposits grow faster than assets forcing banks into trading oper...

#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes

May 23, 2026 7:00am 33 min

In this episode of The Wrap, Chris Whalen breaks down how the Iran war situation is sinking GOP hopes for the midterms as he predicts double-digit inflation by year end driven by critical petroleum product shortages, wit...

#372 Ted Oakley: Why Energy Could Surge Like Gold Did Last Year, and Most Investors Don't Own Enough

May 21, 2026 7:00am 28 min

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss the stark disconnect between Wall Street momentum and the collapsing consumer, revealing credi...

#371 George Noble: Fed's Hands Tied, Bond Vigilantes Waking Up, Buy the Dip Dead, Margin of Safety Thin

May 19, 2026 5:00am 46 min

George Noble, CIO of Noble Capital Advisors, returns to review his February predictions on bonds, energy, and the AI trade, warning that the margin of safety is particularly small right now as there's no room for error w...

#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%

May 16, 2026 7:00am 32 min

In this episode of The Wrap, Chris Whalen breaks down Kevin Warsh's confirmation as Fed chair and explains why this represents a dramatic shift from the progressive, statist Fed created by Mariner Eccles in the 1930s to ...

#369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming

May 14, 2026 5:00am 38 min

Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss the frozen spring selling season and reveals disturbing signs of distress bubbling beneath the surface, including mortg...

#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First

May 12, 2026 5:00am 44 min

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche for episode 368 to warn that the three asset bubbles in stocks, credit, and real estate continue growing to unpreced...

#367 Chris Whalen: "No Rate Cuts For a While" — Warsh's Fed Earthquake, Silver Shortage, and Why Inflation Is Here to Stay

May 09, 2026 7:00am 32 min

Warsh's arrival at the Fed actually means in practice — significant personnel changes, new models, and what Chris calls nothing short of an "earthquake at the central bank." Chris explains why there will be no rate cuts ...

#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math

May 07, 2026 5:00am 38 min

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 366 to break down what he calls the most important and overlooked structural shift in financial history...

#365 Rick Rule: 'All The News I See Is Bad' — Oil Shortage, Gold & Why The Worst Is Still Ahead

May 05, 2026 5:00am 47 min

Veteran natural resource investor Rick Rule, CEO of Rule Investment Media and co-founder of Battle Bank, returns to break down a rapidly deteriorating macro picture, warning that oil markets are currently pricing in anti...

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