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Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
The Role of Deposit Concentration in the Financial System
I think it was a very big mistake by the regulators to allow basically every single VC fund and every single VC company to bank with one bank. They were aware of that they were aware of signature for its Republic. I mean, it's just math. It didn't matter what was being said on social media. So I don't put a lot of stock in that. How much did the sort of post crisis changes make it such that you can have a pretty substantial regional bank fail without much spillover? And should we talk markets wider?
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