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David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

The Acquirers Podcast

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Exploring Financial Turmoil and Asset Valuations

This chapter explores the financial challenges faced by regional banks, notably Silicon Valley Bank, and the implications of insolvency linked to the treasury market and commercial real estate. It raises concerns about asset valuation discrepancies and the status of underfunded pension funds, suggesting potential risks in the financial system.

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