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#164 Chris Whalen On Higher Interest Rates, Illiquidity, And The Death Of Leverage

The Julia La Roche Show

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Navigating Challenges of Leveraged Growth and Rising Interest Rates in the Financial World

This chapter explores the impact of higher interest rates on leveraging in the financial sector, focusing on historical contexts post-financial crisis and constraints faced by institutions managing market losses. The discussion highlights the importance of managing book durations and the risks of mismatches in yields and financing costs. Additionally, it touches on liquidity issues in banks, the significance of confidence in financial stability, real estate dynamics, and the challenges of redeveloping commercial properties amidst financial troubles.

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