
S3 E9: SVB - Asking The Questions No-One’s Talking About
Limited Supply
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Are Interest Rates Going Up?
A year ago, SVB was buying these shitty mortgages with 10-year maturities. Today they're above 5%. It's unclear whether they've got north of 6%. So like, what could regulators have done? They almost have to run the bank and make sure that, hey, look, you have not taken too much risk.
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