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
