Attention report
The Julia La Roche Show
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
113
Ideas extracted
26
Tickers covered
27
Theses first heard here
Top names · share of all tracked discussion
BAC3 OF 9 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
SCHW3 OF 6 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
SPY3 OF 89 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
TLT3 OF 34 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
NLY2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Debasement trade: real rates must fall secularlyPICKED UP BY PROF G MARKETS, THOUGHTFUL MONEY, THE LONG VIEW
Oil price scenario analysis on Middle East warPICKED UP BY BLOOMBERG SURVEILLANCE, CNBC FAST MONEY
Midterm gridlock ends fiscal stimulus, bullish bondsPICKED UP BY WEALTHION - BE FINANCIALLY RESILIENT
Warsh Fed brings higher uncertainty, favors goldPICKED UP BY TOP TRADERS UNPLUGGED, MARKETPLACE, MONETARY MATTERS WITH JACK FARLEY
Unwinding yen carry trade risks global market collapsePICKED UP BY THOUGHTFUL MONEY, CNBC FAST MONEY, BLOOMBERG SURVEILLANCE, THE DIVIDEND CAFE
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