• #188 Chris Whalen On The Difficult Economic Environment Ahead

  • Aug 6 2024
  • Duración: 32 m
  • Podcast

#188 Chris Whalen On The Difficult Economic Environment Ahead

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  • Resumen

  • Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 188 to discuss the economy.


    This episode was recorded on Friday, Aug. 2.


    Links:

    Twitter/X: https://twitter.com/rcwhalen

    Website: https://www.rcwhalen.com/

    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

    Stanley Middleman book: https://www.amazon.com/Seeing-Around-Corners-Achieving-Business/dp/B0D5PTSJVC/


    Timestamps:

    00:00 Welcome back Chris Whalen

    01:00 Big picture view and the troublesome rate of change

    2:30 10-year yield

    04:15 An inflection point

    06:15 Risks in corporate credit and commercial real estate

    09:15 A difficult economic environment ahead

    12:50 Upcoming election

    15:00 Why the Fed won't cut before the election

    16:40 Opportunities

    18:40 Fannie and Freddie

    23:08 Velocity of the change

    24:00 Consumers

    26:16 Opportunities for Lenders

    28:00 Inflation problem

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