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The Julia La Roche Show
≈ 2–3 a week
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Macro and markets interviews with Wall Street veterans.

In the last 30 days, The Julia La Roche Show produced 127 attributed ideas; most-discussed: NLY, FNMA, FMCC.

34
Ideas · 7d
127
Ideas · 30d
663
Ideas · all time
94
Episodes
Names this show discusses most
30D
NLY · 3FNMA · 2FMCC · 2BAC · 2JPM · 1UWMC · 1SCHW · 1
90D
NLY · 3FNMA · 2FMCC · 2BAC · 2JPM · 1UWMC · 1SCHW · 1

Theses first heard here · 14

Prices, not rates, are the core problemFIRST HEARD 10 OCT
Smart money buying cheap portfolio insuranceFIRST HEARD 8 SEP
Unwinding yen carry trade risks global market collapseFIRST HEARD 13 AUG
Long-end yields driven by Fed path, not inflationFIRST HEARD 11 AUG
Gold's rally driven by momentum, not QEFIRST HEARD 11 AUG
Latest attributed ideas · most recent first
27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Fed's tightening bias without a sledgehammer
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Gold decoupling from Iran war as a positive signal
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Warsh's goal: less Fed micromanagement, less forward guidance
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
AI debt binge could force lower rates
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Gold miners as cheap, leveled playing field
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Fed's tightening bias due to oil supply shock
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
AI debt binge may eventually force lower rates
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Four types of gold buyers drive the market
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Gold's fall on Iran war a real rates story
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Scarce reserve system as necessary Fed reform
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27 OCTTODAY#425 Axel Merk: I Sat Down With Kevin Warsh — What the Fed Is Really Up To and Where Gold Goes Next
Health as the best investment
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
No GSE release under Trump
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEFNMAOpen in Zortix →
24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
10-year yield unlikely to hit 4%
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Annaly as a skilled, income-generating REIT
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Preferred stock fix for GSEs
FNMAOpen in Zortix →
24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Foreclosures rising as market normalizes
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Annaly back to book value is normal
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Credit problems to surface in financials
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Price to sell in a buyer's market
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Consumer staples face diesel-driven margin pressure
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24 OCT3D AGO#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming
Adding to gold on weakness for long-term view
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Agentic compute as the safest AI investment
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
AI as the only macro force that matters
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Crypto as a 100-to-1 long shot for best performance
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Anthropic and OpenAI revenue scaling to hundreds of billions
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Bitcoin as the purest AI trade
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
AI native economy's deflationary disruption
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Economy structurally less rate-sensitive post-iPhone
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Bankpocalypse: multiple compression from agents and crypto
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22 OCT5D AGO#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Agentic commerce as the new iPhone moment
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION