AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Why Bank Money Is “Disappearing” | Patrick Perret-Green
Forward Guidance
The Delinquency Cycle and Bank Lending
Since 2008 it is an explosion in the assets put into the private equity stroke shadow banking world with higher bits of models and we've also got this big problem. We haven't even start to hit the default cycle the delinquency cycle bank lending that chart that we can show up exploded in 2022. CLOs are doing worse than actual high yield so like a HYG for example right so there's and then there is this whole issue of the non-banks I think people grow BIS the financial stability report writes about it but what we have seen since 2008 has been huge.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode