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Let the Market Run its Course with Bastiaan Janmaat of Linse Capital

RiskReversal Pod

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The Systemic Risk of the Silicon Valley Bank

The best thing that happened to the stock market over the last four or five months was probably exactly that series of events. The systemic risk is banks credit standards are going to be tighter. People are not interest rates go up or down at this point. Almost doesn't matter because it's going to be harder to borrow money. And if credit's harder to come by definition, the economy should start to slow down.

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