Chris Whalen: No Recession This Year, Fed ‘Playing Chicken’ With Trump

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The Julia La Roche Show, Released on 3/11/25 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to The Julia La Roche Show for episode 240 to discuss markets and the state of the economy. Whalen explains why market euphoria has faded under Trump’s “shock and awe” strategy. […]

Chris Whalen: Fed ‘Playing Chicken’ with Liquidity

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The Julia La Roche Show, Released on 2/4/25 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins Julia La Roche for episode 231 where he shares his perspective on the economic and market implications of President Trump’s pivot back to 19th century-style tariffs. Whalen argues that while tariffs […]

Chris Whalen: If Trump Doesn’t Attack The Fiscal Issue Head On, He Could Be Lame Duck | 2025 Outlook

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The Julia La Roche Show, Released on 1/7/25 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, joins Episode 223 of the Julia La Roche Show for his first outlook of 2025. Whalen explains why he believes long-term interest rates could rise unless Trump makes “real progress” on the federal […]

Chris Whalen: The Fed’s Losses Are Going To Be Grotesque!

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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 […]

Chris Whalen shares his outlook on markets amid the transition to a new Trump administration

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The Julia La Roche Show, Released on 12/3/24 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst, joined the Julia La Roche Show (Ep. 216) to share his outlook on markets amid the transition to a new Trump administration. Whalen explains why the markets want to see seriousness about deficit […]

Chris Whalen: Did The Fed “Jump The Shark” By Cutting Too Early?

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Adam Taggart | Thoughtful Money, Released on 10/15/24 Banking expert Chris Whalen fears the Federal Reserve cut interest rates too soon. As a result inflation will remain sticky, the Fed will likely be forced to start expanding its balance sheet soon, and that mortgage rates will rise back above 7% Richard Christopher Whalen is an […]

Chris Whalen: The Fed Jumped The Shark And Made A Terrible Mistake

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The Julia La Roche Show, Released on 10/8/24 Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns for episode 200 to discuss the economy, the Fed’s mistake by cutting rates, upcoming bank earnings, the 2024 election, and more. 00:00 Introduction and welcome […]

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