The Julia La Roche Show

In this week's episode of The Wrap with Chris Whalen, Julia and Chris start with President Trump’s $5,000 cash dividend promise, which Whalen calls “bread and circuses,” and why affordability, driven by gasoline and diesel prices tied to the war with Iran, could deliver a 50-seat House swing to Democrats. Whalen says we’re already on a double-digit inflation path, points to S...

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to explain why he believes the market’s surface strength hides serious stress underneath. He points to cracks in AI data center financing: canceled data center IPOs, collapsing CoreWeave bond prices, and a surge in convertible bond issuance from neoclouds, w...

In this week's episode of The Wrap with Chris Whalen, Chris joins Julia La Roche to break down why affordability, the economy and the Iran war have put Republicans on the defensive, and why a Democratic Congress could mean two years of investigations and a tougher regulatory climate for markets. Ahead of the Mortgage Bankers Association annual in Chicago, Chris says the mortg...

Ray Dalio, founder of Bridgewater Associates, joins The Julia La Roche Show for a special episode featuring their fireside chat from the Greenwich Economic Forum. Dalio explains the five forces he sees driving today's world: the debt cycle, internal political conflict, the breakdown of the post-1945 geopolitical order, acts of nature, and technology, especially AI. He says ri...

Is private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia LaRoe to explain why he sees systemic risk building in private credit, and why the real danger may sit inside life insurers' $10 trillion balance sheets. Nick explains how Dodd-Frank pushed risk out of the banks and into asset-manager-owned insurers like Athene. He says default...