Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The SVB Response to the COVID Response Is a Good One, Willie.
02:27 • 4min
Do You Think the Asset Liability Mismatch of SBB Is Isolated?
06:30 • 4min
Hold to Market - Is SBB a Forced Seller?
10:47 • 4min
What's Going to Happen to Local and Regional Banks?
14:17 • 4min
Commercial Real Estate
18:22 • 4min
Fed Policy
21:53 • 4min
Aries - What's Your General Feeling on the Economy?
25:45 • 5min
Why Do People Overvalue Liquidity?
30:27 • 3min
Ares - Micro Underwriting Firm?
33:52 • 3min
Senior Secured - Is That a Good Place to Be?
37:18 • 2min
Aries - What Are You Doing to Recruit and Train the Professionals?
39:47 • 3min
Ares - Is Your Business Out of Space?
42:19 • 4min
Ares Charitable Foundation
46:03 • 3min
Ares Call - What's the Rallying Call Right Now?
49:10 • 3min