The Julia La Roche Show
Hosted by Julia La Roche · 13 decoded episodes · newest Oct 15, 2026
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 show about the guest, never the host. She speaks less and listens more. She always does her homework.
Episodes 13
- Oct 15, 2026 · 44 minLarry McDonald sees a hidden crash beneath strong indexesThe episode examines whether credit stress, concentrated passive flows, and slowing AI investment could turn market weakness into a broad drawdown.
- Oct 10, 2026 · 38 minFiscal fears challenge the bond rally and housing recoveryThe episode connects household affordability, mortgage-industry contraction, narrow markets, and unresolved federal deficits to the outlook for rates and risk assets.
- Oct 8, 2026 · 36 minDalio warns debt and bubbles could define markets through 2028The episode connects rising government borrowing, weaker demand for U.S. debt, market concentration, and political conflict into a higher-risk investment environment.
- Oct 6, 2026 · 60 minPrivate credit shifts systemic risk beyond banksThe episode examines whether opaque private-credit valuations and insurer exposure could turn hidden losses into a broader financial contagion.
- Oct 3, 2026 · 35 minWhalen warns cheap credit is giving way to a harsher economyThe episode connects persistent inflation, higher borrowing costs, housing stress, and weakening consumers to a broader deterioration in economic conditions.
- Oct 1, 2026 · 56 minRising Treasury yields expose America’s fiscal fault lineThe episode examines whether higher borrowing costs, persistent deficits, and expanding interest payments could destabilize the U.S. economy and reshape how investors protect wealth.
- Sep 29, 2026 · 58 minConstan warns markets may outpace economic realityThe episode examines whether elevated growth expectations, concentrated positioning, and financial leverage leave markets exposed even as the U.S. economy remains strong.
- Sep 26, 2026 · 33 minHigher rates and energy shocks threaten housing and food pricesThe episode connects fiscal distrust, commodity constraints, and monetary fragmentation to risks for borrowers, households, investors, and insurers.
- Sep 24, 2026 · 51 minPento warns debt and rising rates could break markets by 2027The episode examines whether simultaneous bubbles in stocks, real estate, and credit leave households and conventional portfolios exposed to a severe downturn.
- Sep 22, 2026 · 42 minNoble sees bonds, deficits and AI reshaping market leadershipThe episode frames today’s risk not as an imminent recession call, but as a potentially painful rotation away from technology and consumer stocks.
- Sep 19, 2026 · 35 minWhalen says fiscal deficits have sidelined the FedThe episode examines how heavy Treasury borrowing and persistent deficits could reshape inflation, markets, banks, housing, and investment decisions through 2028.
- Sep 17, 2026 · 36 minAI boom and Fed optimism face a harsher economic testThe conversation connects monetary tightening, strained households, fragile credit, and potentially overstated AI profits into one broader market risk.