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 


