July 08, 2025

Ep.128 Real Conversations → The Reckoning: Debt, Rates & the Future of U.S. Finance w/ Christopher Whalen, Chairman, Whalen Global Advisors

51 minutes

***This webcast originally aired live on Hedgeye.com on July 8, 2025 ***

Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen.

As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy.

From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Federal Reserve policy, this discussion explores how a debt-driven growth model is redefining the future of credit markets, banking, housing and investor behavior.

With elevated long-term yields and the U.S. dollar under increasing pressure, this is a must-watch Real Conversation for serious investors seeking clarity on the structural forces shaping tomorrow’s financial landscape.

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