Metals and Miners, Released on 1/5/25 (Recorded on 1/2/25)
00:00 Economic Surprises of 2024
03:11 Liquidity and the Federal Reserve’s Role
05:59 Banking Sector Challenges
09:05 Mortgage Market Dynamics
11:47 Delinquency Trends and Housing Market Concerns
15:06 The Impact of Unemployment on Housing
18:01 Stock Market Insights and Insider Selling
20:54 Commercial Real Estate and Debt Restructuring
24:02 The Future of Monetary Policy and Inflation
27:04 Gold and Global Economic Trust
Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors.