Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
How Is This Crisis Different Than 98?
01:32 • 2min
Credit-Suise, Is It Important?
03:25 • 3min
What's the Contrast?
06:17 • 2min
Macro Strategy Academy Securities: One 97 - What's Happening?
07:55 • 2min
Credit Suites
09:30 • 2min
I Like the Mid-Sized Lenders in the US
11:46 • 2min
Credit Sweet
14:06 • 4min
Credit Suisse
18:21 • 2min
Is There a Middle Eastern Investor in Credit Swiss?
19:56 • 2min
Credit Swiss
21:37 • 2min
What Should Powell Do?
23:22 • 2min
Private Equity Firms Are Not the Same Situation as Banks
25:04 • 2min
Is Commercial Real Estate the Shadow You're Concerned About?
26:39 • 3min
The Role of Regulators in Banking
29:09 • 3min
Do You Think That It's Time to Pause?
32:20 • 2min
The Fed and the ECB Need to Stay the Course on This Inflation Challenge
34:38 • 2min


