6min chapter

The Compound and Friends cover image

That Wasn't the Bottom

The Compound and Friends

CHAPTER

The Risks of Commercial Real Estate

The banks are most exposed to commercial lending commercial real estate. UBS says don't worry about it Morgan Stanley says it's going to be worse than 2008 That's like literally this out. I say that since obviously nobody knows or it just be a stat we don't quote it So my feeling on it is let's put the systemic risk up on a shelf Let's say it's not there. The way that i've been pursuing islet's put that on a shelf It's just the implication. If enough people are worried about it, it has an energy all to itself. And then you get the tentacle which i'm more concentrated on josh Which is what are gonna what are

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