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The Julia La Roche Show
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
#426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day Reaction
Danielle DiMartino Booth reacts to the Fed's October hold and Kevin Warsh's first press conference, arguing the Fed is misreading tightening in credit markets and risks pushing the economy into…
#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Axel Merk, speaking on The Julia La Roche Show, discusses what the Fed under Kevin Warsh is likely to do and where gold goes next.
#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Chris Whalen, speaking with Julia La Roche on episode #424, argues Fannie Mae and Freddie Mac cannot be released from government control during the Trump term, calling their share rallies on Pulte…
#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Jordi Visser argues that AI is accelerating faster than expected and that the market is underestimating it, with Anthropic and OpenAI combined ARR projected to near $170B this year and possibly…
#422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%
David Rosenberg argues the US economy is slowing sharply beneath a headline growth rate near 2%, and that recession odds are roughly a coin flip or higher, with a significant growth downturn likely…
#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike
Chris Whalen argues the US is already in double-digit inflation, with the 12-month rate near 20% on his producer-price-based view, and that energy shocks from constrained Gulf refining and…
#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed
Larry McDonald argues on The Julia La Roche Show that the US stock market has already crashed beneath the surface even though the S&P 500 sits at record highs, with brands like Harley-Davidson,…
#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About
Chris Whalen joins Julia La Roche to argue that the US mortgage industry must shrink sharply after a COVID-era hiring boom, with plain-vanilla purchase volume thin and lenders pivoting to…
#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze
Ray Dalio joins Julia La Roche on episode #418 to argue that investors face a risky period through 2028, centered on a US debt squeeze.
#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything
Nick Nemeth argues that private credit, insurers and the broader credit system are dangerously levered and mismarked, and that a credit seizure could spread from insurers' roughly $10 trillion of…