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E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
All-In with Chamath, Jason, Sacks & Friedberg
The Problem with Commercial Real Estate Owners
Jason Johnson: Does that mean a commercial real estate owner just basically gets foreclosed on and they hand the keys back to the bank or the banks, as this Wall Street Journal story was sort of alluding to? He says it's different than a post-COVID world. What happens in the case of 2024, 2025, all of these office spaces are returned and the keys are handed back? Yeah. Think about that.
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