The Julia La Roche Show

Julia La Roche

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.

  1. hace 2 días

    #394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party

    In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it could strip the yield out of coins, force issuers offshore, and turn the survivors into banks. He makes the case that stablecoins are little more than "prepaid gift cards," lays out why he's bullish on gold and silver as central banks and China chase physical metal, and warns that real inflation — measured by commodity inputs like energy and sulfur (up 150% since the Iran war), not the CPI — is closing in on double digits. Whalen also sees the 10-year Treasury pushing past 5% and mortgages settling into a "higher for longer" 6.5–7%, flags the mortgage sector as the earnings story to watch, takes aim at Michael Saylor and MicroStrategy, points to safer places to find yield, and keeps circling back to one unsettling parallel: today looks a lot like the 1920s, right before the party ended. Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/ Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen     Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcover Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 0:00 – Intro 0:45 – The Clarity Act: will it kill stablecoins? 3:34 – Do stablecoins have any real use case? 5:17 – Why we may need fewer banks — and more insurers 8:22 – Do stablecoins actually create Treasury demand? 10:16 – Chris's next book: gold 12:20 – Gold's pullback and the bull case for silver 16:37 – Goldman's $4,900 target & John Paulson on gold 17:53 – The BLS quietly redefines inflation 19:40 – A 2% target, a 6% deficit, and 5% yields 22:07 – Why mortgage earnings are the story to watch 24:29 – Affordability, home prices & the blue-state squeeze 26:42 – Why it all rhymes with the 1920s 28:44 – Viewer Q&A: the real double-digit inflation 32:12 – MSTR yields, Saylor & where to find safe income 36:28 – Closing thoughts: the mortgage shakeout ahead

  2. hace 4 días

    #393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500

    Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a sobering assessment of markets he says are at or above the highest valuations in history — propped up by a passive bid, options-driven flows, and ten mega-cap names carrying everyone's retirement. Irons explains why he's stepped back from active trading permanently, why he believes the SpaceX IPO's $2 trillion ask may have marked a top in AI euphoria, and why Kevin Warsh's inflation-fighting promises will crumble the moment equities fall 10-20%. He shares where he's finding opportunity — including his early psychedelics call that's crushed the market this year, emerging markets, and beaten-down gold miners — and warns that the most underappreciated risks lie in stablecoins, crypto leverage, private credit, and regional banks. His bottom line: a sharp deleveraging is coming, the Fed will fold at the first sign of discomfort, and gold could hit $7,500 or higher after the next round of money printing. This episode is sponsored by Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: X: https://x.com/QTRResearch Substack: Viewers/listeners of The Julia La Roche Show get 80% off an annual subscription of QTR's Fringe Finance https://quoththeraven.substack.com/subscribe?coupon=7c8478df&utm_content=207295644 Timestamps: 00:00 Introduction and welcome back 00:57 Big picture: Fed stuck between a rock and a hard place 03:18 Out-of-control fiscal policy and the "sovereign Ponzi scheme" 05:41 Private equity repackaged in insurance wrappers (2008 echoes) 06:30 SpaceX IPO as a possible top signal for the AI bubble 07:38 Why Chris stepped back from active trading permanently 12:01 "Being right vs. making money" 13:15 Life after trading: clarity, priorities, and more content 14:45 Diagnosing the market: passive bid, gamma squeezes, and index distortion 16:35 The case for equal-weight (RSP) over cap-weighted S&P 18:30 Michael Burry's AI build-out vs. dot-com comparison 21:10 Opportunities: the psychedelics thesis and how it played out 27:00 Gold and miners: buying the pullback, $7,500 gold scenario 30:45 What to expect from a Kevin Warsh-led Fed 34:36 Should inflation even be the Fed's mandate? 36:04 Arbitrary prices and permanently distorted markets 37:45 The vocal track analogy: too many plugins on the economy 40:10 Why active trading is impossible in a headline-driven market 41:27 Most underappreciated risks: stablecoins, Tether, and crypto contagion 43:30 Corporate fraud, private credit, regional banks, and subprime auto 46:01 Closing thoughts and subscriber discount

  3. hace 6 días

    #392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"

    George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citing "liquidity king" Michael Howell, Noble argues that surging deficits, sticky inflation, and a worldwide capex boom have stripped away the policy safety net markets have relied on since 2009 — setting up a potential "Wile E. Coyote moment" where stocks take a dirt nap and the Fed can't respond. He says the Fed isn't in control, Mr. Market is, and bond yields at 4.5% are "much too low" — fair value may be closer to 5.5-6%. Noble calls the AI trade "far worse than dot-com," with malinvestment 17 times larger, hyperscalers destroying free cash flow, and semis a "huge short." His playbook: ditch the 60/40 portfolio, own the reflation trade — gold, silver, energy, copper, uranium — and he names specific stocks including SSRM, Coeur, Valaris, and CRGY. Plus: why the yen carry trade could break, the TLT-in-Turkish-lira lesson on real money, and his most emphatic call of all — "run, don't walk" from SpaceX before the float unlock. And details on his Best Stock Ideas Summit, July 22nd. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: George Noble's Best Stock Ideas Online Summit: https://noble-capevents.com/ X: https://x.com/gnoble79 Substack: https://substack.com/@georgenoble Timestamps: 0:00 — Intro; George's Best Stock Ideas Summit July 22nd 1:10 — The global liquidity cycle has turned: Michael Howell's warning 4:31 — "Risk assets are extremely challenged" — rotation and dispersion is the real story 5:30 — Energy vs. Mag 7: free cash flow tells the story 7:03 — Tech is really 50% of the market — why the indices will struggle 8:20 — "Warsh is not in control, Mr. Market is" 10:04 — Why Warsh will blink: the market will force the Fed's hand 10:28 — America's Liz Truss moment? Lending to "the Bank of Julia" at 4.5% 13:34 — Policy options are gone: why this time the Fed can't rescue markets 14:55 — The "Wile E. Coyote moment" ahead for markets 16:17 — Japan: 30-year high JGB yields, the yen, and the carry trade risk 19:01 — Path vs. prediction: why bond yields are "much too low" — 5.5-6% fair value 23:27 — Why the economy shrugs off higher rates (and why that's bearish) 25:17 — All fiat is devaluing against real assets: the dollar fell 60% against gold 27:17 — Buying the gold correction; why miners could double or triple 28:05 — The TLT in Turkish lira: a lesson in your unit of account 30:10 — Why 60/40 is the worst allocation right now — "certificates of confiscation" 34:07 — "Far worse than dot-com": the margin bubble and 17x the malinvestment 36:29 — The internet grew 25 million percent — and the stocks still crashed 90% 39:21 — George names names: SSRM, Coeur, Valaris, CRGY, uranium, junior copper 40:42 — Parting thoughts: the golden age of stock picking 41:45 — SpaceX: "run, don't walk" — why the float unlock means a crash is coming 43:00 — The Best Stock Ideas Summit: 15 investors, one pick each, July 22nd

  4. 18 jul

    #391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning

    In this episode of The Wrap with Chris Whalen, Chris breaks down a blockbuster week of bank earnings — and why the record numbers mask a growing problem. Wall Street trading and investment banking revenues are exploding, but banks aren't making money on money, as asset yields fall for a sixth straight quarter and private credit giants like Apollo poach deals. Whalen flags roughly $4 trillion in bank exposure to non-depository financial institutions, warns "there are no regulators in Washington" watching the risks, and says the housing market's business-purpose loan boom "feels like 2005." He sticks with his double-digit inflation call, arguing diesel — not oil — is the real story, and predicts fuel shortages, maybe even rationing, before the midterm elections. Plus: Kevin Warsh's Greenspan-style Fed debut, gold's selloff as a buying opportunity, viewer questions on Annaly, and a World Cup prediction. Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/ Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira869 Twitter/X: https://twitter.com/rcwhalen     Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcover Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 0:00 — Intro and welcome 00:55 Bank earnings and oil prices soar as Middle East war reignites 2:36 — Bank earnings disconnect: Wall Street booms, lending shrinks 3:55 — Why big deals keep going to private credit (Apollo, Blackstone) 5:59 — The hidden risk: banks lending directly to private credit funds 9:06 — The $4 trillion exposure — "no regulators watching the hen house" 10:07 — The "Everything Bubble": rising rates, falling yields, record home prices 12:06 — Kevin Warsh's Greenspan-style Fed: "inflation is a choice" 14:40 — Rate hike odds cool — will the Fed wait until after midterms? 15:42 — Energy shortages building: why the Trump administration stays quiet 16:45 — Double-digit inflation call stands; possible rationing by Election Day 17:53 — Iran destroyed Gulf refining capacity — years to rebuild 21:52 — Housing: sales fall 2.4%, median price hits record high 23:14 — "It feels like 2005" — DSCR and non-QM loans flash warning signs 27:19 — Gold selloff: why Chris is buying more (especially silver) 29:37 — Viewer Q: How rates affect Annaly (NLY) — it's all about the spread 31:03 — Viewer Q: Warsh's 2% target vs. $80 oil — a double whammy? 32:27 — Chris's World Cup prediction: Argentina

  5. 16 jul

    #390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%

    In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss his latest letter, "Stick to Your Principles," and why he believes today's market is anything but normal. He warns that 10-12 companies now make up half the S&P 500, speculation via leveraged ETFs is in the billions, and stocks are roughly three standard deviations above the norm — a setup he says could eventually correct 40% or more in a generational bear market. Oakley explains why investor complacency is the biggest mistake he sees, with three-quarters of all financial assets in stocks and Americans over 70 owning a third of the market. He shares where he's finding value now — energy names like Northern Oil & Gas, Kimbell Royalty, and Antero, plus beaten-down gold miners like Agnico Eagle — and recounts the hard lesson he learned chasing hot oil stocks in the late 1970s. His biggest worry: unsustainable government debt. His surprising source of optimism: a severe downturn, which he views as the buying opportunity of a generation. Thank you to our sponsor Monetary Metals. Learn more at https://www.monetary-metals.com/julia/ Links: Oxbow Advisors: https://oxbowadvisors.com/ YouTube: https://www.youtube.com/@OxbowAdvisors X: https://x.com/Oxbow_Advisors Book: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168 Timestamps: 0:00 – Introduction: Ted Oakley of Oxbow Advisors returns 0:53 – Semiconductors dominating the market; 10-12 companies are half the S&P 2:10 – "The Gambler": leveraged ETFs and speculation in the billions 3:16 – How leveraged ETFs amplify volatility 4:25 – A market high that "sticks for a while" coming in the next 6-12 months 5:41 – Risk/reward has flipped: 6-8% upside vs. 25% downside 6:38 – A generational bear market could mean a 40-45% correction 8:04 – Investor complacency: 75% of financial assets in stocks, an all-time high 9:26 – Oxbow's positioning: ~60/40 stocks and short-term treasuries 11:04 – The bond market: a possible trade in long-dated treasuries, but not worth the risk 12:19 – Cooler CPI and why inflation could fall further on oil prices 13:36 – What oil industry insiders are saying about drilling and cash flows 14:54 – Everyone's bearish on oil — Ted sees $100+ within 18 months 16:26 – What Ted's buying: Northern Oil & Gas, Kimbell Royalty, Antero, NESR 19:22 – Gold miners cheap after 35-40% correction; Agnico Eagle is Oxbow's top holding 21:09 – Momentum players washing out of gold sets up the next move 22:45 – "Stick to Your Principles": valuation discipline and why pros abandon it 24:16 – Ted's own lesson: getting burned in the late-'70s oil boom 26:00 – The Intel example: sold in '99, took 26 years to hit a new high 27:50 – Why hot IPOs disappoint (SpaceX down 30% from IPO) 29:27 – The boomer risk: over-70s own a third of all stocks 32:04 – Biggest risk: unsustainable government debt and interest costs 33:33 – Why Ted is optimistic about a downturn: liquidity to buy the sale

  6. 14 jul

    #389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis

    New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to lay out why he believes markets are entering a major regime shift. He points to a historic rotation out of mega-cap tech — roughly $2 trillion has already exited the "Mag 7" since October — as sophisticated institutional investors grow wary of unsustainable AI/data-center capital expenditures and the off-balance-sheet financing propping them up. McDonald warns of a coming credit crisis driven by private credit weakness and commercial real estate stress, while arguing that Washington's stablecoin push and "financial repression" tactics are being used to force more Treasury buying and inflate away the $39 trillion national debt. With sticky inflation, midterm election risk, and a volatile August-September seasonal pattern ahead, he's positioning in hard assets — gold (targeting $6,500), silver, natural gas, and select energy names — as the trade of the next several years, while sounding the alarm on an S&P 500 he calls dangerously concentrated in tech. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Colossal Failure of Common Sense: https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/B002IFLWMK Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/ 00:00 – Intro & welcome back 01:11 – Big picture macro setup: bullish-to-bearish rotation among top institutional investors 02:19 – "Under the seat cushions" — what's really going on beneath bank earnings 04:55 – The AI/data center malinvestment cycle & Mag 7 outflows 05:57 – Economic outlook, Druckenmiller's rule, Trump/Middle East risk 08:10 – Recession odds & consumer divergence (Home Depot, Pepsi, Costco) 10:34 – Why the midterms matter for investors 12:53 – Passive investing, S&P concentration, fiduciary "reconstruction" 15:07 – Energy sector picks (Occidental, Schlumberger, XLE) 16:23 – Treasury market "control" — stablecoins, Clarity Act 19:00 – "Bessent's bag of tricks" & debt dynamics 20:33 – Fiscal dominance explained (Lehman vs. post-2020 response) 23:02 – 3% inflation target implications, growth-to-value rotation 25:08 – Hard asset thesis: Bitcoin, natural gas, precious metals 29:21 – Gold outlook & the "hot money flush" 33:14 – Gold price target: $6,500 33:46 – Biggest risks: data center debt, private credit, commercial real estate 37:28 – Kevin Warsh's Fed approach & yield curve control prediction 40:30 – What to watch in H2: seasonality, volatility, August/September risk 42:52 – Closing

  7. 11 jul

    #388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable

    In this episode of The Wrap with Chris Whalen, Chris expects the Federal Reserve will deliver one rate hike before Labor Day despite Warsh's preference to delay—the White House has greenlit it to maintain Warsh's credibility as chairman, and this one hike will likely lead to more because incremental Fed policy changes don't stop at one when fighting inflation. The Iran ceasefire has shattered and won't be fixed: Iran has zero incentive to reach peace with the U.S., wants to tax Strait of Hormuz traffic, and will force Gulf states to build pipelines and avoid the strait entirely—oil refineries won't be rebuilt while shooting continues, causing permanent structural supply damage. U.S. oil stocks are at their lowest level in 20 years, diesel is up 30% this year and ripples through every part of the economy, and California is facing potential rationing after it runs down reserves and stops getting refined products from Asia. Whalen stands firm on his double-digit inflation call despite prediction markets showing lower odds, arguing the real economy—not market probabilities—determines consumer and producer behavior, and rising consumer inflation expectations (3.7% one-year) are changing psychology and forcing real estate hedging. Bank earnings next week will reveal whether credit costs continue rising as spreads widen between Treasuries and corporate bonds, signaling medium-term economic slowdown ahead as speculative companies lose financing access. Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/ Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira866 Twitter/X: https://twitter.com/rcwhalen     The Entropy Trap: https://www.amazon.com/Entropy-Trap-Physics-Knows-Markets/dp/B0H1ZP7NZX/ref=sr_1_1 Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 0:00 Warsh slow walking rate cut, White House greenlit one hike 1:32 FOMC divided, one rate hike likely before Labor Day 2:35 White House supporting Warsh to maintain credibility 3:39 One hike doesn't typically happen alone 4:42 Warsh reducing Fed presence, pulling back on forward guidance 5:10 Fed's 2% target won't change consumer behavior on inflation 7:29 Oil stocks at 20-year low, diesel shortage critical 11:40 Iran ceasefire fragile, no incentive for lasting peace 13:41 U.S. must build pipelines, avoid Strait of Hormuz 14:08 Physical oil stocks depleted, refined products in short supply 15:26 Diesel is political issue - impacts economy, employment 16:06 California facing potential rationing without supplies 16:36 Diesel up 30% this year, ripples through entire economy 17:32 Double-digit inflation thesis still stands despite market skeptics 18:46 Prediction markets vs real economy - spreads tell story 20:06 Consumer inflation expectations hit 3.7% one-year (3-year high) 20:27 Psychology of inflation changes spending and investment behavior 21:34 Real estate traditional hedge, prices skyrocketing 22:20 Spreads widening, economy slowing medium-term 23:35 Earnings season next week - credit costs key indicator 24:19 Midterms - Democrats take House, Trump faces impeachment 25:32 Politics won't change, nothing gets done 26:41 Pfizer building conversion collapsing, structural problems 29:17 Bunker Hill Mining penny stock opportunity, silver revival 31:28 Banks earnings - watch credit costs, mortgage issuers follow

  8. 9 jul

    #387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail

    Danielle DiMartino Booth praises the FOMC minutes as "clean" under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—and notes Warsh has successfully convened consensus around "less is more" Fed communications with an unusually quiet media environment. The real bombshell is the July jobs data: the unemployment rate fell to 4.2% only because 720,000 Americans gave up looking for work in a single month, representing a 50-year low in labor force participation since 1976, while 49% of adults under 30 now live with their parents as affordability collapses and job insecurity rises. Danielle warns the official narrative of economic strength masks a deteriorating real economy: revolving credit declined (a sign lenders are tightening), consumer confidence shows jobs are hard to get, and vacation spending has crashed to Great Recession levels—yet mainstream media remains fixated on an inflation narrative unsupported by broad data. The biggest systemic risk is the "too big to fail" stock market: 51% of global assets now sit outside the regulated banking system, asset managers hold assets larger than major banks, and the government can't allow equity market collapse when 401(k)s are the only retirement plans left, implying inevitable Fed monetization and the "end of capitalism." Her source of hope: summer interns aged 18-28 who are hungry, hardworking, and reject the "too big to fail" mentality—representing a generation determined to work their way out rather than accept billionaire UBI schemes designed to maintain inequality. Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQI Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Timestamps: 00:00 Intro and welcome back Danielle DiMartino Booth 00:40 FOMC minutes from June - Clean, Warsh didn't manipulate data 1:30 Warsh convened consensus, less is more communications working 2:57 Forward guidance removal, Fed less visible, refreshingly quiet 3:20 Elizabeth Warren defends bloated 12 district banks, Waller calling it out 4:38 Warsh has convened consensus around leadership position 5:13 Warsh refuses forward guidance, hints at ending dot plot 6:23 Inflation cooling seen but Iran hostilities change calculus 6:59 No press conference if nothing to say - Hail Mary move 7:25 Mervyn King taking communications, five task forces with outsiders 8:49 Kalshi traders: 79% hold rates in July, 76% expect no cuts 2026 9:36 Labor force participation 50-year low since 1976 15:35 720,000 Americans gave up looking for work in one month 16:05 Unemployment fell to 4.2% but for wrong reasons 16:59 Full-time jobs destroyed, replaced by gig workers 17:36 Labor market called stable but disconnect with data 18:18 Jobs hard to get at highest level, Americans aware 19:30 Revolving credit down, unusual sign of lender tightening 20:20 49% of adults under 30 living with parents 21:12 Five of 20 K-Shiller metro areas below 2000 price levels 22:35 Young people disenfranchised, AI destroying college degree value 24:32 Stock market too big to fail - implies Fed buying equities 25:01 Inequality gap - bottom 10% stock holdings fell 3% to 1% 26:14 Top 0.1% holdings doubled, bottom K getting bigger 26:33 Worry about social fabric fraying with K-shaped economy 29:16 Billionaires pushing UBI while controlling AI benefits 30:14 Work ethic is what made America great 30:30 Writing piece on too big to fail for weekly flagship 32:08 51% of global assets outside regulated banking system 33:34 Summer interns give hope - bright, hungry, great work ethic 34:45 Young generation rejects too big to fail narrative

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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.

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