Banking Crisis 2023: How We’re Adapting Our Investing Strategies
We Talk Money
00:00
The Fed Could Save Everything if They Lower Interest Rates
The markets are trucking the higher anticipating that outcome to happen. The bear case comes in I think as if there's a surprise where things melt down quicker and more. And so we're pointing to pivot when you look at the real is commercial real estate market and you look at these bank bond portfolios it's like the Fed could save everything if they just lower interest rates. Maybe that's why risk risk assets are looking bullish right now.
Transcript
Play full episode
