Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
Hedgeye Podcasts
Can We Have a Meltdown?
If we had more conviction in that rate cut by mid-year, oh my God, the markets would have soared. As it is now, you know, I followed the financials very closely. The banks don't trade their portfolios. They're not allowed to under the Volcker rule. Can't do that now. It fully loaded with the performance chasing the start in 1987.
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