State of Growth, Inflation, and Systemic Risks in the Economy

The hosts discuss the current state of growth and inflation in the economy, with one expressing optimism about growth while the other has concerns about systemic risks in commercial real estate. They highlight the impact of the yield curve inversion and rising interest rates on the banking sector and multifamily real estate. They also discuss the Fed's efforts to tighten financial conditions and the winners and losers in that process.