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When Memory Comes for the Markets with Liz Young of SoFi

RiskReversal Pod

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The $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties

There's a lot of refinancing that's going to have to happen in the corporate space, not just real estate. The problem is normal cycle stuff has now been magnified by probably tenfold given the amount of liquidity that was floating around the system for so long. We had Joe Zydell on Fast Money probably over a year and a half or so ago. Watch out people. If housing starts to turn, the economy starts to turn. Blackstone's not going to be immune from that.

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