#188 Chris Whalen On The Difficult Economic Environment Ahead

The Julia La Roche Show

Julia La Roche द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Julia La Roche या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3M ago 31:51

MP3•एपिसोड होम

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

208 एपिसोडस

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