MRKT Call: The Banking Crisis Isn’t Over, It’s Just In Remission
RiskReversal Pod
00:00
The Risks of Unrealized Losses in Silicon Valley
Nigel Tofnal: First republic the lone survivor of that cohort so far is really kind of an outlier. He says banks have been leading deposits since rates started rising a year ago but you just don't have those risk factors in the same extreme levels at most of these other banks. "I've posited that interest rates we go back to zero and that's not necessarily gonna loosen credit conditions regulation is coming lending standards are gonna be more vigilant"
Play episode from 22:08
Transcript
