Christopher Whalen, Chairman of Whalen Global Advisors LLC, discusses the impacts of tariffs on economic growth, the Federal Reserve's interest rate dilemma, and the inevitable transformation of the global financial system as the US transitions from its post-WWII dominance.
*This video was recorded on April 17, 2025.
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0:00 – Intro
1:00 – Asset allocation
3:05 – Past informs the present
5:14 – Trump’s leverage
6:24 – Consumer sentiment
9:04 – No consumer recession
10:52 – Inflation
12:14 – Weakening dollar
13:57 – Fed’s next move
15:40 – Powell out?
17:32 – China
18:41 – Banks
21:13 – Treasuries
24:50 – Safe haven
26:28 – Collapse?
#investing #economy #stocks