The Julia La Roche Show

In this interview, CIO Peter Boockvar explains why crude oil at $60 a barrel is one of the cheapest assets in the world, pointing to extreme bearish sentiment, limited land‑based oversupply, tightening production and growing demand that could lift prices into the $70‑$100 range. He also outlines his 2026 investment themes—energy, industrial/precious metals and consumer‑staple stocks with strong free‑cash‑flow yields and attractive dividends—amid a shifting macro landscape.

Legendary investor Jim Rogers explains why he has sold all his U.S. equities, warns that the record‑long market rally is showing early bubble characteristics, and stresses the looming danger of massive U.S. debt and over‑reliance on central‑bank stimulus. He also defends holding gold and silver as safe havens, monitors Chinese markets, and reiterates his classic warning that exuberant investors should start asking tough questions about the next crisis.

sentences.In this episode of The Rap, Chris Whalen and co‑host Julia break down the latest jobs data, Fed rate actions and President Trump’s proposal to have the government buy $200 billion of mortgage‑backed securities, warning that such pop‑ulist interference in the bond market won’t solve the housing‑affordability crisis. They argue that the Fed’s balance‑sheet missteps, zoning reforms and new construction are far more effective solutions, while also flagging the broader market fallout from rate cuts, institutional investors and the looming mid‑term election dynamics.

2026.In this in‑person episode of The Julia Larose Show, David Woo, CEO of David Woo Unbound, argues that recent U.S. actions—most notably President Trump’s aggressive maneuver on Venezuela’s oil and his looming mid‑term election strategy—have unleashed irreversible geopolitical and market consequences that will fundamentally reshape the global order. He explains how the fight over affordability, a potential $2,000 tariff rebate, and a likely surge of fiscal stimulus could drive oil prices down, shift political dynamics, and create distinctive investment opportunities across oil, treasuries, equities and gold throughout 2026.

breaks.Henrik Zeberg warns that while stock markets and tech hype give the illusion of strength, private job creation has slipped below recessionary thresholds, signaling a rapidly declining real economy that could soon plunge into a full‑blown recession. He argues that central‑bank “hubris” and misleading market signals are masking this downturn, and that yield‑curve steepening and shrinking employment are early warnings of an inevitable bust.

Chris Whalen, chairman of Whan Global Advisors, warns that a decade‑long stretch of central‑bank stimulus is setting up a “maxi market correction” in 2026 that could be taught alongside the 2008 crisis, driven by a wave private‑equity failures, mounting credit‑fraud risks and a looming reset in housing prices. He also flags political uncertainty, a less aggressive Fed, and a bullish outlook for precious metals as investors scramble for liquidity and safe‑haven assets.

In this video, Peter Grandich shares his most concerning outlook in 40 years as gold approaches a $5,000 target, emphasizing the bleak economic, social, and political landscape ahead for 2026 and 2027. He discusses the widening wealth gap, the growing number of Americans struggling to make ends meet, and his belief in prioritizing capital preservation in these turbulent times.

In this insightful video, Carol Roth discusses the alarming state of America's fiscal foundation, highlighting the growing divide between the wealthy and the working class exacerbated by government policy. She emphasizes the need for significant policy changes to address inflation and the broader economic challenges facing everyday Americans.

In this episode of "The Rap," Chris Whalen discusses the need for fundamental reforms at the Federal Reserve, advocating for a return to a decentralized approach with a focus on sound money. He examines the implications of political rhetoric on monetary policy and highlights key figures like Kevin Hassett and Kevin Worsh's potential roles in reshaping the Fed's mission and operations.

In this insightful interview, Peter Schiff discusses his dire predictions for the U.S. economy, specifically warning of an impending crisis tied to the dollar and rising inflation. He emphasizes that gold and silver prices are significant indicators of this looming currency crisis, suggesting that investors should prepare for an extended period of economic instability.

In this thought-provoking episode of the Julia LaRoe Show, Michael Green discusses the concept of America's "valley of death," a financial trap where families earning $100,000 struggle more than those making significantly less due to benefit cliffs that abruptly withdraw support. Green dives deep into the economic realities that challenge the American dream, revealing how inflation, child care costs, and outdated poverty metrics contribute to the growing struggle of working families.

In this insightful episode, Chris Whalen discusses the lack of consensus within the Federal Reserve, the ongoing issues with inflation, and the declining home prices impacting American consumers. He also highlights hidden risks in the financial sector heading into 2026, particularly concerning non-depository financial institutions and the implications for the housing market.

In this insightful discussion, housing expert Melody Wright shares her predictions of a potential 38% housing market correction, driven by an increasing disconnect between median household income and home prices. As she reflects on her extensive travels across America, Melody highlights the alarming trends within the housing market and warns about the challenges faced by middle-class buyers amid rising delinquencies and an oversupply of vacant properties.

In this compelling episode of the Julia Larose Show, former Federal Reserve insider Danielle DiMartino Booth critiques Chair Jay Powell's leadership and transparency regarding monetary policy. She argues that the Fed's recent actions favor the wealthy, perpetuating economic inequality, and advocates for a leadership change to realign the Federal Reserve's priorities with the needs of everyday Americans.

In this engaging episode, Chris Whalen discusses the intertwined nature of Federal Reserve policy and politics, emphasizing that true independence of the Fed is a myth. He also explores the implications of potential rate cuts, particularly regarding mortgage rates and their effects on the economy and upcoming elections.

In this engaging conversation, former hedge fund manager Hugh Hendry discusses his macroeconomic outlook and investment strategies, focusing on a "macro compass" portfolio model that allocates assets across equities, treasuries, alternatives, and cash. He shares insights on market trends, including the potential impact of AI on unemployment and the future dynamics of assets like Bitcoin and gold, while emphasizing the importance of flexibility and managing losses in investment decision-making.

In this insightful discussion, legendary economist Dr. Mark Thornton critiques the Federal Reserve's approach to economic stimulation through rate cuts, warning that this strategy may exacerbate the "everything bubble" rather than stabilize the economy. He expresses concern over the implications of artificial interest rates and government interventions, highlighting various economic risks and the potential for significant future crises.

In this video, Professor Steve Hanke discusses the potential repercussions of the Federal Reserve's decision to end quantitative tightening, warning that increased money supply growth could lead to asset bubbles and sustained inflation. He emphasizes the importance of monitoring monetary policy and its effects on inequality, while highlighting concerns about the economic impact of deregulation and changes in bank lending.

In this insightful video, Larry McDonald discusses the early signs of a credit crisis, highlighting shifts in sentiment among credit bulls and the implications for the market. He emphasizes the growing divergence between equities and high-yield credit, warning of potential systemic risks while also identifying emerging opportunities in value investments as the market prepares for a significant rotation.

In this episode, Chris Whalen discusses ongoing liquidity concerns in the market, attributing these issues to significant Treasury withdrawals affecting the banking system. As the year-end approaches, Whalen emphasizes the potential for a liquidity crunch, urging viewers to monitor developments in money markets amidst mixed signals from the Federal Reserve.

In this compelling discussion, Danielle DiMartino Booth examines the Federal Reserve's current indecisiveness on interest rate cuts and the implications it might have for the economy, especially in the context of recent liquidity issues. She argues that the Fed's reliance on official data, despite a wealth of alternative resources, displays a troubling disconnect that could lead to a repeat of the December 2018 liquidity crisis, potentially impacting consumers and small businesses alike.

In this insightful discussion, Brian Hirschmann highlights the alarming state of U.S. government debt, warning that with a debt-to-GDP ratio around 120%, a financial crisis is imminent, echoing historical precedents where countries with similar debt levels have defaulted. Hirschmann advocates for gold as a strong investment opportunity, predicting significant price increases for gold and select mining equities as conventional asset bubbles are on the verge of bursting amid economic instability.

In this episode, Chris Whalen discusses the current market volatility and the potential risks of a repo crisis, drawing parallels to the situation in November 2018. As they analyze the interplay between the Fed and Treasury, Whalen emphasizes the importance of understanding market dynamics rather than relying solely on traditional economic indicators.

In this engaging discussion, James Lavish delves into the critical macroeconomic concept of the Treasury General Account (TGA) and its significance in the current inflationary environment. He explains how the interplay between government spending, debt issuance, and liquidity affects market conditions and economic stability, shedding light on why understanding the TGA is essential for grasping the broader economic landscape.

In this video, Ed Dowd discusses the current economic landscape, asserting that we're already in a recession due to deteriorating market conditions and fraudulent job numbers. He predicts oil prices may plummet to $30 per barrel and warns of an impending deflation scare, pointing to tightening credit markets and the unsustainable hype surrounding AI-driven stocks as indicators of a broader economic downturn.