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 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election.
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:
0:00 Intro and welcome Chris Whalen
01:00 Macro view
03:00 Stress tests
05:50 The Consumer
07:30 Silent crisis in commercial
11:24 Election
14:45 Trump win good for the economy
17:30 Inflation
21:20 Rate policy
25:30 Trump
29:00 Parting thoughts
