Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
Hedgeye Podcasts
The Return of the Double Digit Mortgage
The only thing worse if you don't have any money is losing your job. 60-day auto delinquencies hit an all-time high. Most people on CNBC will say the consumer is in good shape. But it can go back there very quickly because as we get rid of capacity, mortgage lenders are going to want to make money.
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