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#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year

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Manage episode 428004678 series 3510102
Indhold leveret af Julia La Roche. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia La Roche eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election.

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:

0:00 Intro and welcome Chris Whalen

01:00 Macro view

03:00 Stress tests

05:50 The Consumer

07:30 Silent crisis in commercial

11:24 Election

14:45 Trump win good for the economy

17:30 Inflation

21:20 Rate policy

25:30 Trump

29:00 Parting thoughts

  continue reading

216 episoder

Artwork
iconDel
 
Manage episode 428004678 series 3510102
Indhold leveret af Julia La Roche. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia La Roche eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election.

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:

0:00 Intro and welcome Chris Whalen

01:00 Macro view

03:00 Stress tests

05:50 The Consumer

07:30 Silent crisis in commercial

11:24 Election

14:45 Trump win good for the economy

17:30 Inflation

21:20 Rate policy

25:30 Trump

29:00 Parting thoughts

  continue reading

216 episoder

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