Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Deposit Crisis and the Business Model Question
01:47 • 4min
The Effects of Low Interest Rates on Commercial Real Estate
06:00 • 2min
The Cost of Cap: A New Paradigm for Lenders
07:50 • 6min
The Bank Stress of the Last Month Is More Idiosyncratic Than Systemic
13:40 • 2min
The Value of Long Term Strategies
15:57 • 4min
How the Stock Market Elevates Off of That 5% Yield
19:46 • 2min
The Fed's Decision to Hold Rates Where They Are
21:48 • 5min
Pijum: A Leading Global Asset Manager
26:43 • 2min
JP Morgan's Negative Deposit and Mix Shift
28:45 • 3min
The Bank's Strategy for the Next Three to Five Years
32:02 • 2min
The Importance of Deposit Growth in Banking
34:22 • 2min
The Noise in China GDP Data
36:21 • 4min
The IMF's Forecast for Global GDP Growth
40:26 • 3min


