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Chris Whelan
Longtime banking analyst and chairman of Whalen Global Advisors, interviewed on the episode to discuss bank earnings, commercial real estate, private equity and credit risks.
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Oct 12, 2025
• 30min
If Trouble Is Brewing for Banks, Here's Where to Spot It
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Chris Whelan, a seasoned banking analyst and chairman of Whalen Global Advisors, joins to discuss the precarious state of banks. He highlights pressing issues in commercial real estate and private equity, revealing how falling valuations pose risks for banks. Whelan shares key indicators to watch in upcoming bank earnings, including loan demand and consumer vulnerability. He also emphasizes the challenges of non-bank lenders and shifting dynamics in mortgage markets, painting a complex picture of the financial landscape.
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