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5min 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 Next Shoe to Drop in Commercial Real Estate
Small banks hold around 2.3 trillion in commercial and real estate debt, including rental apartment mortgages. Almost 80% of commercial mortgages are held by banks, according to this Wall Street Journal story. SAC: "Banks right now are hunkered down in an defensive posture"
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