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Christopher Whalen, Chairman of Whalen Global Advisors, discusses the risks to the banking sector, opportunities for investors, market outlook, and current labor market conditions.
*This video was recorded on July 19, 2024
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0:00 – Intro
1:00 – Market outlook
2:50 – Banking sector
6:50 – Liquidity issues
8:30 – Commercial real estate
9:50 – Debt maturing
13:20 – Unemployment
15:27 – Housing affordability
18:00 – Inflation outlook
20:15 – Liquidity crisis?
22:00 – De-dollarisation
26:10 – Fed policy
30:55 – Fiscal policies
32:10 – Tariffs
34:54 – Risk-on sentiment
36:00 – Banking consolidation
40:30 – DeFi and crypto
#economy #investing #stocks
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Christopher Whalen outlines risks AND opportunities for investors, especially in the banking sector.
FOLLOW CHRISTOPHER WHALEN:
Twitter (@rcwhalen:) https://x.com/rcwhalen
dude doesn't get that there is a shadow Catholic Imperium that has hijacked the country for almost 150 years and that they are intentionally destroying the economy? I have to admit his normalcy bias scares me … what if my gold only performs like a bond and I never get rich? …. anyways how does an economy survive when 40% small businesses can't pay rent???? that's not doomsday..???
Bla bla bla…Be a recent person and find a decent person to marry and raise children…dont think only about sex and having someone to serve you.
Desperate for a change yes but trump wouldn’t be a change.
Mexico has a 16% national sales tax while the wealthy and cartels pay no income tax. Sales tax slams the middle and lower class the hardest.
Great talk!
Great guest, thank you David. Aloha!
The concept of supporting a corrupt government with a national sales tax is repugnant!
Funny how the tax breaks and incentives are only "socialism" when you aren't the one getting them.
5th 3rd Bank SUCKS!!!
Great production Dallas. Just catching up from France whilst on holiday. I've been selling puts in BTC miners since 2022 and it has been productive.All managed, conservative but doing ok. Keep it going bro. Have a good one….
"Until world war I, sterling was the world's currency, then the dollar took over. It is like this since and always will be. For better or for worse, you know."
Yeah, sure buddy, nothing can change this right
No mention of how to decrease government size? Which agencies have to be curtailed and phased-out? Only taxes, taxes, taxes.
Great conversation! I May I suggest further discussion on risks of transactions with bitcoin.
He is a bank lover, a lot bias in there
Great speaker
Why didn't you tell him Dave . The Chinese say gold is the only game in town..
Inflation means high prices, but that means stocks go up. Trump has shown he will manipulate metrics, when he forced Powell to keep interest rates low for example.
It's called consolidation. All massive organisations grow by feeding of weaker siblings
WOW! Whata buncha ZEROS ????