Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Is This Really a Credit Transmission Device?
02:40 • 2min
Commercial Real Estate, Not Long Term Bonds?
04:55 • 2min
What's Going on With Credit Suisse?
06:44 • 2min
Commercial Real Estate
08:51 • 5min
What's Systemic?
14:20 • 3min
Is There a One-of-Action?
17:12 • 3min
Is the Inflation Genie Coming Out of the Bottle?
19:58 • 4min
Can You Unwind 40 Years of Free Money in a Year?
24:10 • 5min
Are We Going to See More Bank Failures?
28:55 • 2min
Is the Fed Going to Be Strong?
30:55 • 6min
Can You Have Two Down Years?
36:34 • 5min