Chris Whalen: The Economic Damage Will Become Impossible to Ignore

Web Reference: Christy gets smarter on Socratic Christy joined Socratic 6.8273972602739725 years ago. Christy hasn't written a biography yet. 17,548 students helped 5 Answers 1 Edit richvantk gets smarter on Socratic richvantk joined Socratic 6.558904109589041 years ago. richvantk hasn't written a biography yet. Ramisa A. gets smarter on Socratic Ramisa A. joined Socratic 6.852054794520548 years ago. Ramisa A. hasn't written a biography yet.

YouTube Excerpt: In this episode of The Wrap, Chris Whalen says stagflation is now the base case — the Iran war has already cost American investors trillions in reduced investment value, Treasury auctions are weak, and mortgage rates are heading toward 7% if the 10-year hits 5%. Despite all of this, he still calls for a Fed cut in April, arguing the inflation is caused by war not monetary policy, and the Fed's real mandate is employment. He says we're heading toward a medium to long-term reset in risk premia, equities are out and debt is in, and that a recession by 2028 — "misery on the eights" — is becoming a near certainty. He's adding to gold and silver on the dip and if Annaly goes down he's buying more. Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap Links:     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira826 Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673 Twitter/X: https://twitter.com/rcwhalen     Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing Timestamps: 0:00 - Intro and welcome Chris 0:47 - The Iran war and long-term damage to the global economy 2:18 - Are we headed toward more inflation? 2:41 - The term structure of interest rates is blowing out — here's why 4:02 - Making the case for a Fed cut despite $100 oil 4:26 - Stagflation is ahead 5:30 - The Fed's real mandate is employment — that's what forces the cut 6:40 - Whalen calls for a rate cut in April 7:51 - What difference would a cut actually make? 8:19 - Bonds are behaving like equities 9:08 - The $5.12 trillion cost of the Iran war to American investors 11:11 - Where Whalen is putting his own money right now 13:03 - Why the market has stayed resilient despite all the headlines 13:53 - Private credit - Is Apollo facing a Lehman moment? 18:53 - Weak Treasury auctions — what that means for mortgage rates 20:06 - People don't want to understand what the war is doing to the economy 21:03 - This year is the opposite of last year — no easy trades 21:58 - Bob Elliott's world where long rates are closer to 4% than 2% — is that the new normal? 23:11 - If the 10-year hits 5% has the bond market lost trust in the Fed? 24:16 - Gold at $4,500 today — volatile but Whalen is staying long 25:26 - Viewer question: crypto-backed mortgages with Fannie and Freddie? 27:20 - Is recession now a near certainty? 28:07 - Viewer Mail: What are the downside risks to Annaly? 30:00 - Viewer Mail: Should you invest in Canadian banks? 31:49 - What Whalen is watching next week

In this episode of The Wrap, Chris Whalen says stagflation is now the base case — the Iran war has already cost American investors trillions in...

Read Full Article 🔍

Curious about Chris Whalen: The Economic Damage Will Become Impossible To Ignore's Color? Explore detailed estimates, income sources, and financial insights that reveal the full picture of their profile.

Source ID: 1RoeIPvtJUI.

Category: color style guide