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Podcast: The Julia La Roche Show
Episode: #323 Chris Whalen: A Generational Reset Of Credit & Asset Valuations - Corporate Credit Worsens 2026, Housing Decline 2027-28 & The Cost Of QE
Description: Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen" for his 2026 outlook.In this episode, Whalen warns of a market correction comparable to 2008, driven by carnage in private equity where hundreds of companies cannot be sold and sponsors are selling companies to themselves. After a decade-and-a-half Fed liquidity party, he predicts corporate credit will worsen in 2026, setting the stage for a housing market decline in 2027-28. Whalen reveals fraud has become epidemic in housing thanks to AI-altered bank statements...