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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Ford Returns Are Now Much Better Than They Have Been for a Long Time
I don't think that the banks are going to be quite as badly affected, but they do have a lot of residential real estate. Vistrally, anecdotally, I don't feel any panic either. Here we are off 20-something percents since the start of the year. That's pretty gnarly. It's not a credit crisis so much that it's just plain old overvaluation plus slowing business cycle leads to a big drawdown.
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