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3min chapter
Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
The Problem With Illiquidity
The market isn't trading. Is this one of those situations where maybe illiquidity can be your friend if you don't have to mark it down? Until then, you could extend and pretend. At some point, do you think about a point where you can bid on the public equity or public aspect of CRE? I mean, three billion, it does seem like, oh, we're talking about the end of sort of like New York work as we know.
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