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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage
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 to discuss the big picture of the economy and markets.
He highlights the dichotomy between the consumer side, which is doing relatively well, and the commercial side, which is suffering due to low interest rates and illiquidity. Whalen predicts that interest rates will rise, leading to a preference for income-focused investments and a shift away from speculative pricing.
He also emphasizes the need for reimagining and…
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