Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
The Great Debt Crisis
02:10 • 2min
The Great Deleveraging
03:49 • 2min
The Debt Service Coverage Ratio in Real Estate
05:34 • 2min
Is There a Hidden Debt Problem in the Economy?
07:15 • 2min
The Hidden Borrower
09:12 • 3min
The Chain of Financing
12:06 • 2min
The Earth Rests on a Turtle
13:56 • 2min
What's the Biggest Problem in the Financial Crisis?
15:31 • 2min
Fundrise CEO, Where Does Liquidity Come From?
17:20 • 2min
The Banks Hate Dodd-Frank
19:23 • 2min
What's the Biggest Loss in Wall Street Securitization?
21:50 • 3min
How Do You Get a 10 Percent Return?
25:18 • 3min
How Much Leverage Do I Need?
28:05 • 3min
The Danger of the Great Debt Crisis
31:03 • 3min
Is There a New Idea in Finance?
34:05 • 5min
How Big Is the Notional Value of the Interest Rate Derivatives Market?
38:59 • 2min
Is Everyone Hedged?
40:44 • 3min
What's Next?
43:24 • 5min
Is There a Connection Between Rising Interest Rates and the Real Economy?
48:48 • 3min
The Stock Market Bottoms Out Way in Advance of the Real Economy
51:47 • 1min
What Sectors Will Suffer From This Liquidity Crisis?
53:15 • 6min
The Resilient Response in the Real Economy?
58:59 • 5min
The Real Estate Sector in 1990
01:04:28 • 2min
Fundrise
01:06:20 • 4min