Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Importance of Inventory Cycles in Market Dynamics
02:25 • 2min
The Slowing Economy and the Credit Cycle
04:31 • 3min
The Impact of the Credit Cycle on the Economy
07:36 • 4min
The Importance of Cap Rates in Real Estate Investment
11:20 • 3min
The Decline of Commercial Real Estate Prices
14:09 • 3min
The Shadow Banking Sector Is in Defense Mode
17:02 • 2min
The Banking Crisis in the US
19:07 • 2min
The Fed Supplying All the Liquidity the Regional Banks Might Need
20:47 • 3min
The Bearish View on Equity Markets
24:04 • 2min
The Negative Effect of the Debt Ceiling on Growth
26:04 • 3min
Is Tech Overvalued?
29:11 • 2min
Chat GPT: The Future of Search
30:57 • 5min


