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The Julia La Roche Show The Julia La Roche Show Julia La Roche Stage Talk Podcast Stage Talk Podcast Stage Talk Podcast El arte de agradecer El arte de agradecer Biguis Immer wieder Deutsch | Learn German (B1 - B2 Intermediate) Immer wieder Deutsch | Learn German (B1 - B2 Intermediate) Lehrer Ben Santo Rosario Santo Rosario Tele VID Prometheus Lens Prometheus Lens Justin Brown Next Level Soul Español con Alex Ferrari Next Level Soul Español con Alex Ferrari Alex Ferrari Swebbtv Swebbtv Swebbtv Podcasts von Tichys Einblick Podcasts von Tichys Einblick Tichys Einblick High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa 欢乐江湖|爆笑神段(完整版) 欢乐江湖|爆笑神段(完整版) 薯条酱 Це було вже Це було вже Radio NV Les Paris RMC Les Paris RMC RMC 強者我朋友 by 志祺七七 強者我朋友 by 志祺七七 志祺七七 豬噏44 豬噏44 港豬 The Delingpod: The James Delingpole Podcast The Delingpod: The James Delingpole Podcast James Delingpole Learn Persian with Fexingo Learn Persian with Fexingo Fexingo East Coast Radio Newswatch (Bulletins) East Coast Radio Newswatch (Bulletins) East Coast Radio - Catch Up Davey Boy’s Mind of a Madman Podcast Davey Boy’s Mind of a Madman Podcast dpena007 Wayne Dyer Podcast Wayne Dyer Podcast Vishnu Swami YOU ARE NOT ALONE YOU ARE NOT ALONE Gabriel Adebayo Breitband Breitband Deutschlandfunk Kultur The Bravo Investigator Podcast The Bravo Investigator Podcast Bleav Geneva College Speeches and Lectures Podcast Geneva College Speeches and Lectures Podcast Geneva College The Neural Daily The Neural Daily Neural Network Media Half-Arsed History Half-Arsed History Riley Knight Burnout - Cronache dai Roghi Digitali Burnout - Cronache dai Roghi Digitali Selvaggia Lucarelli The West Ham Way The West Ham Way Mark Carlaw Oakland Athletics News Today | 2 Min News | The Daily News Now! Oakland Athletics News Today | 2 Min News | The Daily News Now! The Daily News Now! Short Stories for Kids: Bedtime ~ Car Time ~ Downtime Short Stories for Kids: Bedtime ~ Car Time ~ Downtime Short Stories for Kids Histoires de Musique Histoires de Musique France Musique Declare Your Independence Declare Your Independence Ernest Hancock Крупным планом Крупным планом Кинопоиск Economia Economia CBN Learn Afrikaans with Fexingo Learn Afrikaans with Fexingo Fexingo E o campeão é... E o campeão é... Observador Ö1 Journale Ö1 Journale ORF Ö1
The Julia La Roche Show

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The Julia La Roche Show

Julia La Roche

#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party

July 25, 2026 5:00am 38 min

In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it could strip the yield out of coins, force i...

#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500

July 23, 2026 7:00am 48 min

Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a sobering assessment of markets he says are at or above the highest v...

#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"

July 21, 2026 5:00am 47 min

George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citing "liquidity king" Michael Howell, Noble argues th...

#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning

July 18, 2026 5:00am 33 min

In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing problem. Wall Street trading and investment banking revenues are exploding,...

#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%

July 16, 2026 7:00am 36 min

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Stick to Your Principles," and why he believes today's market is anything ...

#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis

July 14, 2026 5:00am 46 min

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes markets are entering a major regime shift. He points to a historic rotati...

#388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable

July 11, 2026 5:00am 33 min

In this episode of The Wrap with Chris Whalen, Chris expects the Federal Reserve will deliver one rate hike before Labor Day despite Warsh's preference to delay—the White House has greenlit it to maintain Warsh's credibi...

#387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail

July 09, 2026 7:00am 38 min

Danielle DiMartino Booth praises the FOMC minutes as "clean" under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—and notes Warsh has successfully convened consensus around "less is more"...

#386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins

July 07, 2026 5:00am 50 min

Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and geopolitics, not traditional monetary or fiscal policy, meaning centra...

#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree

July 04, 2026 7:00am 35 min

Chris Whalen kicks off the July 4th episode of The Wrap by diving into private credit implosion with BDCs turning unprofitable, using the acronym POOP (Principal on Outstanding Principal) to illustrate how debt is being ...

#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...

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