The Julia La Roche Show, Released on 3/28/26 In this episode of The Wrap, Chris Whalen says stagflation is now the base case — the Iran war has already cost American investors trillions in reduced investment value, Treasury auctions are weak, and mortgage rates are heading toward 7% if the 10-year hits 5%. Despite all […]
David Lin – YouTube, Released on 3/18/26 Christopher Whalen, Chairman of Whalen Global Advisors, discusses the recent rise in private credit redemptions, contagion risk, the Fed’s next moves, and the outlook of the housing market. 0:00 – Intro 0:43 – Fed vs. Inflation 4:06 – Private credit bubble collapsing 5:55 – Labor market outlook 8:00 […]
ITM Trading, Released on Released on 3/6/26 “This could be one of the biggest busts we’ve ever seen on Wall Street,” warns Chris Whalen, Chairman of Whalen Global Advisors. In this interview with Daniela Cambone, Whalen unravels how the private credit market has become a ticking time bomb for the financial system. He explains how […]
The Julia La Roche Show, Released on 1/17/26 In this episode of The Wrap, Whalen breaks down why GSE release is officially off the table after Trump ordered them to buy back their own debt—a move Whalen calls “politics” driven by midterm election fears. He shares his take on crypto as “a polite form of […]
The Julia La Roche Show, Released on 1/3/26 In this episode, Whalen warns of a market correction comparable to 2008, driven by carnage in private equity where hundreds of companies cannot be sold and sponsors are selling companies to themselves. After a decade-and-a-half Fed liquidity party, he predicts corporate credit will worsen in 2026, setting […]
The Julia La Roche Show, Released on 11/15/25 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for the debut of his weekly segment “The Wrap with Chris Whalen.” Markets hit all-time highs this week before pulling back sharply as the Fed ended […]
Monetary Metals, Released on 11/10/25 Most Americans don’t realize it yet — but the dollar’s dominance is slipping, and the global financial system is quietly preparing for a new era. In this fascinating conversation, Christopher Whalen — investment banker, author, and chairman of Whalen Global Advisors — joins the Gold Exchange Podcast to expose what’s […]
The Julia La Roche Show, Released on 9/20/25 Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, housing, and his highest conviction ideas. 0:00 Welcome and introduction – Chris Whalen’s first […]
