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Careful What You Wish for with Liz Young, Guy, Danny & Dan

RiskReversal Pod

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Is This a Credit Issue or a Durability Issue?

The White House did the right thing for now, but there's a lot more capital that needs to be raised in the banking system. Silicon Valley is not and was not the only bank that had this type of portfolio. The cost of capital is going up for everything now because the banks are the ones who are going to have to absorb this.

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