AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
All-In with Chamath, Jason, Sacks & Friedberg
The Banks and the Inflation Crisis
The yield on the 10-year treasury dropped from 4.1% down to, looks like it closed at 3.4%. That's nearly a 0.7% decline in the past two and a half, three weeks. And remember when we talked about the impact on asset values at banks? The more encouraging point that I think we should pay attention to is does the market tell us that these short-term rate actions are driving down the medium and longer-term rates?"
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