Ep.128 Real Conversations → The Reckoning: Debt, Rates & the Future of U.S. Finance w/ Christopher Whalen, Chairman, Whalen Global Advisors

***This webcast originally aired live on Hedgeye.com on July 8, 2025 ***Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen.As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy.From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Federal Reserve policy, this discussion explores how a debt-driven growth model is redefining the future of credit markets, banking, housing and investor behavior. With elevated long-term yields and the U.S. dollar under increasing pressure, this is a must-watch Real Conversation for serious investors seeking clarity on the structural forces shaping tomorrow’s financial landscape.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.