What podcasts say about Chris Whalen
Every statement, with the speaker, the exact quote and the moment it was said.
What Chris Whalen has said on podcasts
173 statements · 43 positive · 119 negative · 3 mixed · 8 neutral
Democrats will probably control at least one chamber after the midterms.
“the Democrats will probably take at least one or both houses of Congress”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 3:07
A Democratic congressional victory would be negative for investors.
“at best, it's going to be a negative for the investment world”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 3:26
Renewed aggressive regulation would be very negative for markets.
“I think that's going to be very negative for the markets.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 3:57
Financial stocks are stagnant and mortgage markets are severely distressed.
“the blog financial is kind of dead in the water not really going anywhere mortgages are a funeral”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 4:50
Mortgage-industry volumes and profitability have fallen dramatically.
“Volumes are down dramatically in the industry. Profitability is down dramatically.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 6:05
Commercial real estate defaults will increase this year and next year.
“You're going to see more defaults in the commercial space this year and next year.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 6:53
Long-term bonds are unlikely to rally substantially from current levels.
“I'm not sure that the bond is really going to rally that much from here”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 7:24
Home-price outcomes will vary substantially by market.
“I think it's going to be a mixed bag.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 9:48
Inflation will reduce new-home construction.
“inflation is going to put a damper on new home construction”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 11:44
Housing will remain a seller’s market in many U.S. locations.
“I think it's going to continue to be a seller's market”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 12:34
The U.S. Northeast housing market will largely remain a seller’s market.
“it's going to continue to be largely a seller's market in housing in the U.S., particularly in the Northeast.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 13:18
Treasury bonds are unlikely to experience the expected large rally.
“I'm not sure you're going to see that big rally”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 14:50
Ten-year Treasury yields will not return to 4.25–4.5%.
“I don't think that's going to be the case this time.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 15:05
Long-term interest rates may remain elevated or rise further.
“this market could stay right where it is for an extended period of time. And we could even see long-term interest rates go higher”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 15:08
The federal deficit is the biggest driver of higher long-term yields.
“I think that is the single biggest factor that's been pushing long term yields higher.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 17:24
The federal budget deficit should be cut in half annually.
“Let's cut it in half every year.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 18:27
Excessive government debt will eventually cause bond restructuring and investor losses.
“we're going to have a bond restructuring and investors may lose out.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 20:07
Excessive debt eventually becomes untenable for governments.
“when you have too much debt, it just doesn't work.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 20:55
The United States is not yet near a debt crisis or reset.
“the U.S. is not there yet. We're a long way from that”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 20:58
The artificial-intelligence investment bubble will collapse.
“the AI bubble is going to collapse”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 22:03
AI’s circular financing and limited revenue will expose weaknesses in the sector.
“the circular nature of AI and the lack of real revenue coming from things like artificial intelligence is going to be very telling.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 22:09
Investment enthusiasm for AI has been excessive.
“I think this whole mad rush into AI has been very overdone.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 22:30
The AI industry will undergo consolidation.
“you're going to have to have a consolidation in the AI space, clearly.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 24:31
Banks will report strong third-quarter earnings.
“Third quarter earnings for banks are going to be quite strong”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 25:11
The mortgage industry will continue dramatic downsizing.
“The industry is going to have to continue downsizing rather dramatically.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 26:19
Mortgage-industry consolidation and firm closures will continue.
“you're going to see continued consolidation. You're going to see firms being closed”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 26:44
Inflationary pressures tend to push home prices higher.
“inflationary pressures, it tends to force prices higher.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 28:59
Inflation will slow new-home construction and support prices.
“I think you're going to see a slowdown in new home construction because of inflation”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 29:43
The Federal Reserve will not resume buying mortgage bonds.
“I don't think you're going to see the Fed buying mortgage bonds”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 30:29
Taxing investment is one way to address high government debt.
“One of the few ways you can start to address the amount of debt we have is to tax investment.”
Open the episode · #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk AboutListen at 31:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.