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 […]
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 […]
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 […]
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 […]
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 […]
The Julia La Roche Show, Released on 9/10/24 Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. 00:00 Intro and welcome back Chris Whalen 01:04 Big picture view […]
The Julia La Roche Show, Released on 7/9/24 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 […]
Adam Taggart | Thoughtful Money, Released on 7/5/24 Today’s guest wrote the book “Inflated: How Money & Debt Built The American Dream” In it, he wrote: “The first rule of any fiat system is no fiscal deficit.” Well, the US — and virtually every other G7 country — is breaking that rule six ways to […]
