5min chapter

The Café Bitcoin Podcast cover image

Price-Models Revisited, Price vs Relative Value with Steven Lubka, John Haar and Greg Foss - July 21st, 2023

The Café Bitcoin Podcast

CHAPTER

The Impact of the Rate Increases on Trucking Companies

I think it's pretty obvious that we're in some sort of slowdown I think the question becomes does this turn into something really broad uh you know 2008-esque or is it going to be more muted like what we saw after 2001. The key thing that was brought up was that a lot of companies particularly exposed companies have not yet had to roll their paper. If they can thread the needle and start gradually decreasing it at the time when the actual rate paper has to be rolled that's kind of like the perfect scenario for soft landing. It remains to be seen whether you get a credit event or some sort of you know exogenous event we're not even talking about but the big takeaway is that

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