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#188 Chris Whalen On The Difficult Economic Environment Ahead

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Manage episode 432817657 series 3510102
Innhold levert av Julia La Roche. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Julia La Roche eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 188 to discuss the economy.

This episode was recorded on Friday, Aug. 2.

Links:

Twitter/X: https://twitter.com/rcwhalen

Website: https://www.rcwhalen.com/

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

Stanley Middleman book: https://www.amazon.com/Seeing-Around-Corners-Achieving-Business/dp/B0D5PTSJVC/

Timestamps:

00:00 Welcome back Chris Whalen

01:00 Big picture view and the troublesome rate of change

2:30 10-year yield

04:15 An inflection point

06:15 Risks in corporate credit and commercial real estate

09:15 A difficult economic environment ahead

12:50 Upcoming election

15:00 Why the Fed won't cut before the election

16:40 Opportunities

18:40 Fannie and Freddie

23:08 Velocity of the change

24:00 Consumers

26:16 Opportunities for Lenders

28:00 Inflation problem

  continue reading

205 episoder

Artwork
iconDel
 
Manage episode 432817657 series 3510102
Innhold levert av Julia La Roche. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Julia La Roche eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 188 to discuss the economy.

This episode was recorded on Friday, Aug. 2.

Links:

Twitter/X: https://twitter.com/rcwhalen

Website: https://www.rcwhalen.com/

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

Stanley Middleman book: https://www.amazon.com/Seeing-Around-Corners-Achieving-Business/dp/B0D5PTSJVC/

Timestamps:

00:00 Welcome back Chris Whalen

01:00 Big picture view and the troublesome rate of change

2:30 10-year yield

04:15 An inflection point

06:15 Risks in corporate credit and commercial real estate

09:15 A difficult economic environment ahead

12:50 Upcoming election

15:00 Why the Fed won't cut before the election

16:40 Opportunities

18:40 Fannie and Freddie

23:08 Velocity of the change

24:00 Consumers

26:16 Opportunities for Lenders

28:00 Inflation problem

  continue reading

205 episoder

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