Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors

1

Introduction

00:00 • 4min

2

The Fed's Own Mistake

04:06 • 2min

3

Is Rate of Change a Good Thing?

05:59 • 2min

4

Credit Risk

07:51 • 2min

5

What Is the Probability of a US CreditDefault?

10:03 • 4min

6

The Return of the Double Digit Mortgage

14:05 • 3min

7

The Fed Is Raising Its Rates

17:26 • 2min

8

The Barbell on My Portfolio Is Negligible

19:27 • 4min

9

Why Should You Buy High Net Worth Stocks?

22:59 • 3min

10

How to Make Sense of a CMO's Liquidity Problem

25:38 • 2min

11

The Fed Is Totally Dysfunctional

28:00 • 2min

12

Signature Bank

30:25 • 2min

13

Do You Think the State Gaming Commission Should Regulate Crypto?

32:01 • 2min

14

What's Going on in the Options Market?

33:41 • 4min

15

Is There a Better Way to Execute Options Than the SEC?

37:22 • 2min

16

Is Order Flow Driving the Options Market?

39:07 • 5min

17

I've Never Heard Anyone, but Now They Do

44:01 • 2min

18

Is QE the Answer to Default Risk?

46:04 • 3min

19

The Fed Is a New Deal Institution

48:36 • 2min

20

Do You Think We're Going to Have a Recession?

50:54 • 2min

21

What's Your Leadership Message?

52:25 • 2min

22

How Much Liquidity Do You Need in the Money Model?

54:08 • 2min

23

Can We Have a Meltdown?

56:01 • 2min

24

Is There a Middle Market in European Banking?

58:04 • 2min

25

Is Goldman Going to Be a Better Bank?

01:00:17 • 2min

26

Real Conversations With Hedge Eye

01:02:36 • 3min