HeyJaredThe Julia La Roche Show
Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business.
- Indexed episodes, last 90 days
- 28
- Latest publication
- Sep 22, 2026
- Audience
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- Earliest in this view
- Jul 4, 2026
Latest episodes
#411 George Noble: Market Is Entering a Dangerous Phase (opens the original)
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George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, joins Julia in studio as the 10-year Treasury yield breaks 5% and the Fed hikes rates. George says his call is "rotation, not recession." He's passionately bearish on tech and consumer discretionary and wildly bullish on gold and energy, which have been on fire this year. He argues the bond market is driving everything: runaway deficits and the AI capex boom are pushing up the global cost of capital.
#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed (opens the original)
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Chris Whalen returns after the FOMC's 25-basis-point hike and calls it what he wrote in his notes: lame. His argument is that the Fed has become the tail and the Treasury the dog — with a $2 trillion deficit running above 6% of GDP, monetary policy is close to irrelevant, and Kevin Warsh will eventually be forced back into QE and debt monetization whether he wants it or not. That leaves Congress, which Whalen says has stopped doing the one job only it can do, prompting a provocative exchange wit
#409 Danielle DiMartino Booth: Fed Is Hiking Into Recession, Consumers Tapped Out, & Credit Tightening (opens the original)
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Danielle DiMartino Booth, CEO of QI Research and author of Fed Up , joins Julia La Roche to break down the Fed's 25 basis point rate hike under Chair Kevin Warsh. The statement first looked dovish, but markets reversed after Warsh's record-short 29-minute press conference hinted at more hikes. That sent the 10-year Treasury to 5.01%, its highest level since 2007. Danielle argues Warsh has broken his own "zero forward guidance" pledge and is "enamored with his narrative" of a Goldilocks economy.
#408 Jeffrey Gundlach: We've Crossed to the Hard Side of the Street (opens the original)
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Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, returns to The Julia La Roche Show. He warns that the market has "crossed over to the hard side of the street." With the Shiller CAPE above 42, he says history points to negative real returns for the next decade. Cracks are already showing in AI-related credit, where junk bonds and bank loans have widened sharply while the rest of high yield holds up. Gundlach says he now wants out of the AI "epicenter" entirely. He
#407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country (opens the original)
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The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the midterms, and the Iran conflict plus the Russia-Ukraine war have created a shortage not just of crude but of refined products, with refinery maintenance season and the shift to heating oil set to push prices higher still. He calls $100 oil and a 5% 10-year Treasury the new normal, argues Scott Bessent's buyback strategy has failed, and expe
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