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#974 - Sell the Stock Rally? with Cem Karsan

Real Vision: Finance & Investing

00:00

Risks in the Banking Sector and Commercial Real Estate

The speakers discuss the potential risks in the banking sector and commercial real estate, citing the savings and loan crisis and the need for ongoing government backstopping. They also explore the concept of leverage and its impact on financial markets, highlighting the momentum effect in markets. Additionally, the speaker shares their bearish perspective on the stock market, emphasizing the influence of supply, demand, balance, and flows on short-term market movements.

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