by 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.
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Publishing Since
8/7/2022
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April 29, 2025
<p>Melody Wright joins Julia La Roche on episode 252 to discuss the state of the U.S. housing market.</p><p><br /></p><p>Sponsor: This episode is brought to you by Monetary Metals. </p><p>https://monetary-metals.com/julia </p><p><br /></p><p>In this episode, Melody debunks the "inventory shortage" myth in housing and reveals startling truths about the current market. She explains how March home sales fell below 2008 levels despite population growth, discusses the hyperfinancialization of real estate through Wall Street and Airbnb investors, and shares insights from driving 10,000 miles across America to observe housing conditions firsthand. Melody also exposes ongoing defaults from the 2008 crisis and offers hope for frustrated millennial homebuyers waiting for affordability to return. Throughout our conversation, she provides a sobering look at what our distorted housing market reveals about the broader economy.</p><p><br /></p><p>Links:</p><p>YouTube; https://www.youtube.com/@m3_melody</p><p>X: https://x.com/m3_melody</p><p>Substack: https://m3melody.substack.com/</p><p><br /></p><p>Timestamps</p><p>0:00 Introduction and welcome Melody Wright</p><p>0:23 Setting up the big picture on housing and real estate </p><p>1:08 The context of the housing market's current state </p><p>3:18 Worst housing market in our lifetimes - March sales lower than 2008</p><p>4:18 Discussion of housing bubble and unaffordability </p><p>5:47 Hyperfinancialization of housing </p><p>6:15 Wall Street's role in housing after the GFC </p><p>7:32 The short-term rental craze and Airbnb saturation </p><p>9:03 How to see the real housing inventory numbers </p><p>11:06 Debunking the inventory myth and where the market is headed</p><p>12:58 FHA loan issues and foreclosure programs </p><p>15:07 Hope for millennial homebuyers </p><p>16:42 Advice for first-time homebuyers 18:08 What the housing market says about the economy </p><p>19:00 Commercial real estate situation and empty buildings </p><p>20:35 Insights from driving 10,000 miles across America </p><p>22:43 Unlearned lessons from the Global Financial Crisis </p><p>23:51 Ongoing defaults from the 2008 crisis </p><p>25:02 What a healthy housing market would look like </p><p>26:26 Closing thoughts </p>
April 24, 2025
<p>Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.</p><p><br></p><p>Sponsor: This episode is brought to you by Monetary Metals. </p><p>https://monetary-metals.com/julia </p><p><br></p><p>Links: </p><p>42 Macro https://42macro.com/ </p><p>Darius on X/Twitter: https://x.com/dariusdale42 </p><p>42 Macro on X/Twitter: https://x.com/42macro </p><p>42 Macro on YouTube: https://www.youtube.com/@42Macro</p><p><br></p><p>0:00 Intro and welcome Darius Dale</p><p>0:30 Quick update on Wednesday morning with Darius onTrump's Wall Street pivot </p><p>11:29 Original interview begins:</p><p>12:43 Core research themes: Sticky inflation and resilient economy </p><p>18:09 Treasury market dynamics and foreign ownership concerns </p><p>21:24 American exceptionalism and international investment imbalances</p><p>27:58 Discussion of technical recession outlook </p><p>31:24 Detailed recession forecast and Fed response predictions </p><p>33:38 Labor vs capital distribution shifts over generations </p><p>37:52 Balance of payments crisis risks and twin deficit implications </p><p>43:03 KISS systematic investment strategy explained </p><p>50:57 Gold outlook and bond market analysis </p><p>54:37 Closing thoughts </p>
April 22, 2025
<p>Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in consumer credit, employment data, and housing that mainstream statistics aren't capturing.</p><p><br /></p><p>Sponsor: This episode is brought to you by Monetary Metals. </p><p>https://monetary-metals.com/julia </p><p><br /></p><p>A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. </p><p><br /></p><p>Links: </p><p>QI Research: https://quillintelligence.com/subscriptions/ </p><p>Twitter/X: https://twitter.com/dimartinobooth </p><p>Substack: https://dimartinobooth.substack.com/</p><p>Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655</p><p><br /></p><p>Timestamps: </p><p>00:00 - Introduction </p><p>03:31 - Discussion on US exceptionalism and capital migration out of US dollar assets </p><p>06:50 - Exploring the implications of collapsing confidence </p><p>08:35 - Trump's Truth Social post about Powell and interest rates </p><p>11:59 - Federal Reserve's independence and potential rate cut decisions</p><p>15:20 - Discussion on whether rate cuts are necessary and timing </p><p>16:02 - Explanation of Fed blackout period and limitations on communication </p><p>17:59 - Analysis of Trump's strategy regarding Fed commentary </p><p>19:17 - Consumer </p><p>22:20 - CEO confidence decline, reduced capital expenditures, and potential layoffs </p><p>23:47 - Discussion on high unemployment claim rejection rates (44%)</p><p>25:19 - Effects on gig economy and discretionary spending like rideshare services </p><p>27:03 - Confirmation that we are in a recession </p><p>31:34 - Housing market assessment and discussion of market conditions</p><p>34:05 - Housing price outlook and structural issues </p><p>36:00 - Closing thoughts</p>
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