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Unusual Whales Pod 40: Fed Hold Rates; Inflation, Housing, and Unemployment

Unusual Whales

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Shift of Risky Lending Activities and Implications on the Economy

The chapter explores how risky lending activities have transitioned from traditional banks to non-bank entities like private credits and REITs, posing challenges in risk assessment and investor losses alignment. It discusses potential issues arising from debts coming due without refinancing options in a low interest rate environment, along with contrasting views on the US economy's future and the impact on small businesses' borrowing behaviors and concerns.

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