Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the ...
…
continue reading
Welcome to Growth Leap, a Stun and Awe podcast that looks into how business builders design and grow their companies for performance and impact.
…
continue reading

1
#276 Bill Fleckenstein: We've Gone Past The Point Of No Return, Only An Epic Crisis Can Fix
52:32
52:32
Play later
Play later
Lists
Like
Liked
52:32Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 276 where he provides an assessment of America's financial predicament, arguing that 30 years of Federal Reserve easy money policies have created damage to the economy and society. He explains how the Treasury is attempting to manage the…
…
continue reading

1
#275 Nick Maggiulli On 'The Wealth Ladder' And Why Being A Millionaire Isn't Special Anymore
44:15
44:15
Play later
Play later
Lists
Like
Liked
44:15Nick Maggiulli, COO at Ritholtz Wealth Management and author of "The Wealth Ladder," presents his data-driven framework for understanding wealth progression. He explains his six-level wealth ladder system (from under $10K to over $100M) and introduces the 0.01% spending rule for lifestyle decisions. Maggiulli emphasizes focusing on controllable fac…
…
continue reading

1
#274 Henrik Zeberg: Markets Approaching Historic Blow-Off Top Before Major Crash
54:57
54:57
Play later
Play later
Lists
Like
Liked
54:57Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching 6,700-6,900 before a devastating crash. Using his business cycle model, he argues we've already hit the "Titanic moment" - where leading indicators have collapsed while markets surge to bubble extreme…
…
continue reading

1
#273 Larry McDonald: 'Liz Truss Moment' for America - Bond Panic Coming, Buy Hard Assets
30:31
30:31
Play later
Play later
Lists
Like
Liked
30:31New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Mark…
…
continue reading

1
#272 Chris Whalen: Fed 'Clearly Late,' Big Beautiful Bill Drives Inflation - America Needs 'Milei Moment
38:10
38:10
Play later
Play later
Lists
Like
Liked
38:10Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is "clearly late" in addressing a commercial real estate nightmare while consumer credit remains quiet, creating a "silent recession" ignored by markets. He warns the "Big Beautiful Bill" will drive inflation hi…
…
continue reading

1
#271 Meredith Whitney: Main Street Is Heading Into Another Recession While Markets Hit Highs
32:50
32:50
Play later
Play later
Lists
Like
Liked
32:50Meredith Whitney, CEO of Meredith Whitney Advisory Group, returns to The Julia La Roche Show to discuss her outlook on a bifurcated economy where 52% of households are entering their second recession since COVID stimulus ended, while high-end consumers continue driving economic growth. Sponsors: Monetary Metals: https://monetary-metals.com/julia K…
…
continue reading

1
#270 David Rosenberg: Nobody Sees the Recession Coming - But It's Already Here
1:07:55
1:07:55
Play later
Play later
Lists
Like
Liked
1:07:55David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy "solid" while real GDP has been negative sequentially in…
…
continue reading

1
#269 Luke Gromen: The Fiscal Situation Is Completely Cooked - Powell Faces Impossible Choice, Get Out of Government Bonds Into Hard Assets
53:46
53:46
Play later
Play later
Lists
Like
Liked
53:46Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the …
…
continue reading

1
#268 Michael Pento: The Grand Reconciliation Coming - Credit, Stock, and Real Estate Bubbles Will Burst
45:46
45:46
Play later
Play later
Lists
Like
Liked
45:46Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 268, warning of a coming "grand reconciliation" where credit, stock, and real estate bubbles will burst. He argues the US debt is unsustainable, with the next recession triggering $4-6 trillion annual deficits. Pento predicts Trump will replace…
…
continue reading

1
#267 Danielle DiMartino Booth & George Goncalves: Fed Is 'Behind the Curve' as We're Already in Recession and There's More Than One Economy in America
48:32
48:32
Play later
Play later
Lists
Like
Liked
48:32Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook. Sponsors: Monetary Metals: https://monetary-metals.com/ju…
…
continue reading

1
#266 Rick Rule: '10 Years of Reckoning' Ahead - Why Gold Could Hit $10,000
57:50
57:50
Play later
Play later
Lists
Like
Liked
57:50Rick 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 liab…
…
continue reading

1
#265 Steve Hanke: Regime Uncertainty, 80% Recession Probability & How To Fix Monetary Policy
47:11
47:11
Play later
Play later
Lists
Like
Liked
47:11Professor 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 Sy…
…
continue reading

1
#264 Chris Whalen: No Fed Cuts Coming, Silent Subprime Crisis Brewing & Why Gold Still Wins
30:37
30:37
Play later
Play later
Lists
Like
Liked
30:37Chris 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 a…
…
continue reading

1
#263 Lawrence Lepard: Get Ready for The Big Print, The Fall Of Fiat Currency, And The Rise Of Sound Money
56:59
56:59
Play later
Play later
Lists
Like
Liked
56:59Lawrence 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.c…
…
continue reading

1
#262 George Noble: We're In A Regime Shift — End of US Dominance And Now Is The Time For Gold And Foreign Markets
48:09
48:09
Play later
Play later
Lists
Like
Liked
48:09George 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 g…
…
continue reading

1
#261 Mel Mattison: "We're Just Beginning to Inflate" a Massive Asset Bubble - S&P 7000, Bitcoin $150K, Gold $3500
57:57
57:57
Play later
Play later
Lists
Like
Liked
57:57Mel 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 priori…
…
continue reading

1
#260 David Woo: Stock Market Making "Huge Mistake" On Trade War - Next 6 Weeks Are Going To Be Scarier
59:08
59:08
Play later
Play later
Lists
Like
Liked
59:08Macro 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://…
…
continue reading

1
#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons
57:02
57:02
Play later
Play later
Lists
Like
Liked
57:02Tommy 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 d…
…
continue reading

1
#258 Chris Whalen: No Recession, Tariffs Just 'a Distraction,' Why Stocks Rise & Gold Is 'a Great Trad
39:14
39:14
Play later
Play later
Lists
Like
Liked
39:14Chris 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 cu…
…
continue reading

1
Be Yoda, Not Luke: How to Use Story, Data & Advocacy to Win Hearts (Not Just Clicks)
52:50
52:50
Play later
Play later
Lists
Like
Liked
52:50Send us a text In this episode, we sit down with Dario Berrebi to unpack one of the most overlooked shifts in brand storytelling: becoming the guide, not the hero. Think Yoda, not Luke Skywalker. We explore why purpose-driven brands struggle with positioning, how to tell stories that resonate without sounding self-important, and why solving boring …
…
continue reading

1
#257 Dr. Edward Altman: We're Entering The 'Stressed' Zone In The Credit Cycle, Why Bankruptcies Last Year Exceeded Financial Crisis Levels, And And Why Defaults Lead Recessions
1:03:25
1:03:25
Play later
Play later
Lists
Like
Liked
1:03:25Dr. 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 th…
…
continue reading

1
#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red
43:56
43:56
Play later
Play later
Lists
Like
Liked
43:56Danielle 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 whil…
…
continue reading

1
#255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets
1:02:12
1:02:12
Play later
Play later
Lists
Like
Liked
1:02:12Grant 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 …
…
continue reading

1
#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum
1:02:29
1:02:29
Play later
Play later
Lists
Like
Liked
1:02:29In 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 t…
…
continue reading

1
#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'
47:00
47:00
Play later
Play later
Lists
Like
Liked
47:00Ted 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, war…
…
continue reading

1
#252 Melody Wright: The U.S. Housing Market Is In A Massive Bubble
29:27
29:27
Play later
Play later
Lists
Like
Liked
29:27Melody 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 s…
…
continue reading

1
#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already?
58:47
58:47
Play later
Play later
Lists
Like
Liked
58:47Darius 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 ep…
…
continue reading

1
#250 Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next
37:45
37:45
Play later
Play later
Lists
Like
Liked
37:45Danielle 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 Ch…
…
continue reading

1
#249 Dr. Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries
43:21
43:21
Play later
Play later
Lists
Like
Liked
43:21Legendary 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 …
…
continue reading

1
#248 Larry McDonald on America's Market Wake-Up Call
42:37
42:37
Play later
Play later
Lists
Like
Liked
42:37New 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 m…
…
continue reading

1
#247 Chris Whalen: Tariffs Are a Distraction - The Real Story Is America's Retreat from Global Currency Dominance
33:33
33:33
Play later
Play later
Lists
Like
Liked
33:33Chris 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 …
…
continue reading

1
How to Run Smart, Human, Scalable ABM Campaigns (Using AI + Psychology)
11:05
11:05
Play later
Play later
Lists
Like
Liked
11:05Send us a text Account-based marketing (ABM) used to be expensive, slow, and reserved for enterprise teams. But that’s changed. In this solo episode, we walk through a smarter, faster, more human approach to ABM, one that even small B2B teams can run using AI, psychology, and clear structure. We break down how to build a focused account list, how t…
…
continue reading

1
#246 Jim Rickards on MAGANOMICS: Tariffs Are America's Comeback Plan, Gold Party Just Getting Started, And The Time Bomb Nobody Sees Coming
1:03:25
1:03:25
Play later
Play later
Lists
Like
Liked
1:03:25Jim 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 …
…
continue reading

1
#245 Axel Merk: Axel Merk: How Trump's Trade Policies Could Disrupt Global Financial Plumbing
34:26
34:26
Play later
Play later
Lists
Like
Liked
34:26Axel 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 dis…
…
continue reading

1
#244 Peter Boockvar: Three Major Market Shifts Creating Recession Risk
34:52
34:52
Play later
Play later
Lists
Like
Liked
34:52Peter 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 M…
…
continue reading

1
#243 Jim Bianco: The Status Quo Cannot Hold - Major Economic Realignment Underway
57:37
57:37
Play later
Play later
Lists
Like
Liked
57:37Jim 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…
…
continue reading

1
#242 Lynette Zang: 'We're at the End of the Dollar's Life Cycle' - Gold's Fundamental Value of $40,000+ and Coming Hyperinflationary Depression?
1:04:31
1:04:31
Play later
Play later
Lists
Like
Liked
1:04:31Lynette 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…
…
continue reading

1
#241 Chris Whalen: No Recession This Year, Fed 'Playing Chicken' With Trump, No 'Big Selloff' Expected Without External Event
32:42
32:42
Play later
Play later
Lists
Like
Liked
32:42Chris 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 Trum…
…
continue reading

1
#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades
52:47
52:47
Play later
Play later
Lists
Like
Liked
52:47Michael 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 tre…
…
continue reading

1
#239 Jeff Snider: The 'Recovery' Was Artificial - We Never Left the Last Recession
50:08
50:08
Play later
Play later
Lists
Like
Liked
50:08Jeff 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 …
…
continue reading

1
#238 Larry McDonald: Why Trump Needs a Recession to Fix the Economy
34:56
34:56
Play later
Play later
Lists
Like
Liked
34:56New 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…
…
continue reading

1
#237 Dr. Judy Shelton: We're at a Monetary Crossroads, It's Time to Audit the Fed, and Demand Sound Money
33:30
33:30
Play later
Play later
Lists
Like
Liked
33:30Dr. 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 …
…
continue reading

1
The Growth Playbook You Actually Need in 2025: Lessons from Michael Maximoff
51:21
51:21
Play later
Play later
Lists
Like
Liked
51:21Send us a text Michael Maximoff is the co-founder of Belkins, the #1 B2B appointment-setting agency, and a leader in revenue growth strategies. In this edition of Growth Leap, Michael breaks down how he scaled Belkins to 8 figures by focusing on acquisition, retention, and revenue alignment. We dove into why traditional marketing and sales silos no…
…
continue reading

1
#236 Bob Elliott: 'Curb Your Enthusiasm' as Negative Growth Surprise Ahead
34:41
34:41
Play later
Play later
Lists
Like
Liked
34:41Bob 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, Ell…
…
continue reading

1
#235 Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected
34:44
34:44
Play later
Play later
Lists
Like
Liked
34:44Danielle 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 for…
…
continue reading

1
#234 Bill Fleckenstein: 'Doing Less Rather Than More' as Markets Enter Honeymoon Period | Gold's Strange Strength, Government Waste, and the Passive Bid Risk
46:02
46:02
Play later
Play later
Lists
Like
Liked
46:02Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 234 to discuss markets in 2025. He explains why he's waiting to see how new government initiatives play out before taking strong market positions, while maintaining significant precious metals exposure. Fleckenstein emphasizes that the p…
…
continue reading

1
#233 Michael Pento: The Great Asset Bubble Reckoning is Coming, Why We Could See A 50% Correction
37:34
37:34
Play later
Play later
Lists
Like
Liked
37:34Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 233 where he delivers a stark warning about the state of financial markets. Pento challenges Fed Chair Powell's recent victory lap on inflation, pointing out that prices have remained above the Fed's 2% target for nearly four years. He outlines…
…
continue reading

1
#232 Ed Dowd: Why The Next Recession Is Different — The Coming Economic Reset in 2025
56:50
56:50
Play later
Play later
Lists
Like
Liked
56:50Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 232 to his macro thesis for 2025 and beyond. Dowd explains why he believes the US economy was propped up by unsustainable factors under the B…
…
continue reading

1
#231 Chris Whalen: Fed 'Playing Chicken' with Liquidity as High Debt Levels Persist, Balance Sheet Shrinks
32:24
32:24
Play later
Play later
Lists
Like
Liked
32:24Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins Julia La Roche for episode 231 where he shares his perspective on the economic and market implications of President Trump's pivot back to 19th century-style tariffs. Whalen argues that while tariffs are unlikely to significantly slow the US eco…
…
continue reading

1
#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut
54:13
54:13
Play later
Play later
Lists
Like
Liked
54:13Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 230 for an in-person Fed day analysis following the January FOMC meeting. She breaks down Powell's press conference, newly released 2019 Fed transcripts, and signals of labor market weakness that official…
…
continue reading