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Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

Focused Compounding

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Is There a Problem With Mortgages?

I think it could be a problem And eventually we could see some problems for banks from this which we haven't seen in a very long time We haven't seen mismatches between funding between assets and liability stuff. I don't know how big an effect that has because most people, you know, there's been so few homes being Sold really. But home prices are obviously very elevated versus part of people's earnings and stuff. It's really other countries that have a bigger risk there.

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