Introduction

In episode one, we talked to michael and vance about ina, the death of cfi. The recent implosion of cfi is going to push activity on the margin out into defy. If we want defy to go main stream, i think you have to meet users where their preferences are. In 20 18, there was 15 point three trillion dollars of debt outstanding in the usa. Corporat debt market. 80 % of that was in fixed rates. We can create an assese class for that in the unted states. And so basically mapping these two concepts together, the unlock gets created by fixed rate borrowing,. This idea of equity financing, innovation equity financing kicking

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