#271 Meredith Whitney: Main Street Is Heading Into Another Recession While Markets Hit Highs

The Julia La Roche Show · Jul 3, 2025 · 32m

Meredith Whitney, CEO of Meredith Whitney Advisory Group, returns to The Julia La Roche Show to discuss her outlook on a bifurcated economy where 52% of households are entering their second recession since COVID stimulus ended, while high-end consumers continue driving economic growth.

Sponsors:

Monetary Metals: https://monetary-metals.com/julia⁠

Kalshi: ⁠https://kalshi.com/julia

Links:

https://meredithwhitneyllc.com/

Timestamps:

0:00 Intro

0:54 Macro outlook and consumer segmentation

2:37 Recession expectations for Main Street

4:19 Market distortions and wealth effects

4:51 Dollar stores as…