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

The Julia La Roche Show - A podcast by Julia La Roche

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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