The Julia La Roche Show, Released on 1/14/25

Marc Faber, editor and publisher of The Gloom, Boom & Doom Report, joins the Julia La Roche Show to break down why he believes asset inflation is coming to an end while consumer price inflation accelerates. He explains why 70% of households are struggling despite government statistics showing growth, critiques Federal Reserve policies that favor Wall Street over Main Street, and shares his framework for portfolio allocation across real estate, stocks, bonds, and precious metals. Faber also provides a tour of his rare book and communist memorabilia collection in his office while sharing thoughts on capitalism, society, and his newest motorcycle.

00:00 Welcome to Marc Faber
00:57 Macro overview and government statistics
02:52 Fed policy favoring the wealthy
04:41 Political shifts in Europe and Argentina
06:09 Market outlook and policy implications
08:57 US indices topping out analysis
11:12 Value opportunities in Asian markets
13:37 Gold price history and precious metals
14:35 Bond market size discussion
16:37 Monetary inflation distortions
19:56 Debt spiral and hyperinflation risks
21:21 Insurance and property discussion
23:02 Government role in economy
26:00 Trust and capitalism discussion
28:01 Trump administration outlook
32:00 Real economy recession analysis
34:35 Asset vs consumer price inflation
40:04 Bureau of Labor Statistics critique
42:49 End of asset inflation thesis
44:35 Cost of living increases examples
47:24 Portfolio allocation framework
49:55 Communist memorabilia collection
54:21 Closing thoughts

Dr. Marc Faber was born in Zurich, Switzerland and obtained a PhD in Economics at the University of Zurich. Between 1970 and 1978, Dr. Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In 1990, he set up his own business, Marc Faber Limited which acts as an investment advisor and fund manager. Dr. Faber publishes a widely read monthly investment newsletter, “The Gloom Boom & Doom Report,” which highlights unusual investment opportunities, and is the author of several books including Tomorrow’s Gold: Asia’s age of discovery which was a best seller on Amazon. Dr. Faber is known for his “contrarian” investment approach and charismatic personality. He became infamous after calling the 1987 crash in US equities.

  economy, federal reserve, gold, inflation, investing, money printing