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
How to Get a Water Bottle
01:46 • 2min
The Bottom Line: The Stock Market's Recession Hasn't Faded Yet
03:51 • 3min
The Risk of a Re-Steeping of the Yield Curve
07:00 • 3min
The Fear of Missing Out
10:00 • 2min
The Inversion of Yield Curves
12:29 • 2min
The Importance of the Bank of Japan
14:04 • 3min
The Fed's Move to Raise Their Target for Stocks
16:46 • 2min
The Fed's Re-Acceleration of Inflation in the Stock Market
19:15 • 2min
Uber, Airbnb, Coinbase, and DoorDash Have All Had Big Gains in the Last Year or So
21:32 • 2min
The Rise of the Stock Market
23:22 • 3min
The Importance of Understanding the Market Structure
25:52 • 2min
The Importance of Listening to Everyone
27:32 • 2min
Clark Briner, CEO of Revere Capital
29:37 • 2min
How Clark's Firm Came to Be in the Face of a Financial Storm
31:55 • 2min
The Parallels Between 070809 and CMBS
33:41 • 2min
The Rise of Private Credit in 2023
35:20 • 2min
The Knock on Effects of the Regional Banking Crisis
37:28 • 2min
The Fed's Attempt to Find a Soft Landing
39:33 • 2min
The Bid-Ask Spread in Real Estate
41:39 • 2min
The Dynamics of Commercial Real Estate After the Pandemic
44:05 • 2min
The Recession in the Commercial Real Estate Market
45:43 • 2min
The Opportunity Set Is Getting Better for Investors
47:23 • 3min
The Future of Small and Regional Banks
50:16 • 2min
Revere Capital: A Creative Capital Solution
52:08 • 2min