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4min chapter
That Wasn't the Bottom
The Compound and Friends
The Rise of Silicon Valley Bank
Lending standards are tightening and the markets aren't booming. The only thing that could reverse this Tony? Fed drops rates huge. That's the only thing like overnight 1% the bull story here Josh is a soft landing because it keeps the yield curve inverted for how long forever Yeah, and we stay that way, right? I know it's awful to say but you need a recession You need a credit cycle to get the next cycle goingYou need the fed listen six weeks ago What if we're just not just in turbulence? So when I was on February and the title was "Turbulence" I used to be a permable enough with somebody stop me on the other side of the
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