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Dan McNamara & Michael Gayed: Unveiling the Future of Retail & Commercial Real Estate

Lead-Lag Live

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The Effects of Credit on Stocks

Dan Borsuk: I'm always big out of these delayed spillover effects. So if there's going to be real stress that impacts stocks, you should see it first in presumably some of the positions that you're shorting really kind of really working in a suddenly much bigger way. How long does this people lead time that commercial real estate CVS would, when their stress would start to matter for equity public market investors? That's a tough question to answer. And then that's only because it depends on what sector is going to be stressing the system.

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