AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
#36: Peter Atwater On The Coming Age Of 'Screwtiny'
Superinvestors and the Art of Worldly Wisdom
The Distinction Between Experience and Experience on Wall Street
Banks are not lending anywhere, you know, is, or is eager to lend in any way that's close to what these non banks are willing to do. And it reminds me of investors who have been through several cycles and they're super eager to throw money at anything. I think Wall Street did a fabulous job of gutting businesses by over-leveraging their balance sheets. We're seeing this first in retail itself. The next wave will be commercial real estate. If we keep moving up the food chain, then we get into some interesting issues like states.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode