The Julia La Roche Show
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#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything
October 6, 2026 · 57 minIs private credit the next 2008? Nick Nemeth, author and publisher of Mispriced Assets, joins Julia La Roche to explain why he sees systemic risk building in private credit, and why the real danger may sit inside life insurers' $10…
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#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials
October 3, 2026 · 34 minThe Wrap with Chris Whalen is back after a weak jobs report, with just 29,000 jobs added against expectations of 90,000, and long-term yields still elevated. Chris argues that rising bond yields reflect real inflation running in the…
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#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix
October 1, 2026 · 54 minDr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-year Treasury yields are back above 5%, the national debt is over $40 trillion, and deficits…
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#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back
September 29, 2026 · 57 minAndy Constan, founder and CIO of Damped Spring and a veteran of Bridgewater and Brevan Howard, makes his debut on The Julia La Roche Show. He lays out his four-pillar macro framework and explains why he's turning cautious on equities…
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#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock
September 26, 2026 · 32 minChris Whalen joins Julia La Roche to break down a turbulent week in markets, as the 30-year Treasury hits its highest yield since 2004 and the 10-year breaks 5%. Chris argues that long rates have structurally reset, driven by Washington's…
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#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why
September 24, 2026 · 50 minMichael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche Show to warn that the U.S. faces what he calls a "triumvirate of bubbles" in equities, real estate, and credit, all inflated at once…
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#411 George Noble: Market Is Entering a Dangerous Phase
September 22, 2026 · 40 minGeorge 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…
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#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed
September 19, 2026 · 34 minChris 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…