AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
The Acquirers Podcast
The Debt Crisis and the Bankruptcy
I think the banking thing is just quiet. It's a solvency issue, but it's not that the liquidity issue catalyzed the solvency issues. I don't know that it's going to be some massive default cycle. There's two issues: Do you raise money now and then get downgraded? And if you get downgraded, then the cost of raising capital is much, much higher. But then, because as soon as you try to raise money, that's like the signal that like, uh-oh, something's broken here. So I think you actually buy the stocks,. Because they sell off and then they can start to go up again.
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