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