

#287 - Scott Everett - Founder & CEO of S2 Capital - On MF Outlook, FED, Banking Crisis, Capital Markets
6 snips Jun 6, 2023
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 26 27 28 29 30
Introduction
00:00 • 4min
The Rise and Fall of Juniper Square
04:18 • 2min
The Fed's Decision to Hike Rates Overnight
06:33 • 4min
Active Hedging Strategies for Large Companies
10:28 • 2min
The One and a Half Strike to Five Strike Rule
12:54 • 4min
The Impact of the GFC on Capital Markets
16:34 • 3min
The Future of Equity Transacting
19:32 • 2min
How Equity and Lenders Are Thinking About the Next 12 Months
21:58 • 2min
How to Cash Out in a Recession
24:18 • 3min
The Worst Fundraising Environment in 20 Years
27:02 • 6min
The Reality of Fundraising
32:36 • 2min
The Bearish Signal for Real Estate Rates
34:40 • 3min
The SLU Survey: A Look at the Market's Negative Trends
37:12 • 3min
The Fed's Decision to Reverse QT
39:57 • 4min
Scott Everett: The Most Important Data Points to Watch
43:48 • 3min
The Fed's Guide to Inflation
46:40 • 4min
The End of the First Cycle
50:19 • 5min
The Impact of Supply on the Class B Market
55:46 • 5min
The Future of the Sunbelt
01:00:17 • 2min
How to Invest in a Recession
01:02:03 • 2min
The Importance of Being Patient With Acquisitions
01:03:44 • 3min
The Signal That We're Back in the Capital World
01:06:16 • 2min
AI and Data Analytics: The Future of Operations
01:08:34 • 4min
How to Generate a Deal Flow in a Busted Development
01:12:29 • 3min
The Importance of Clear Path to Title
01:15:22 • 2min
How to Get Out of a Tough Run
01:16:58 • 2min
The Future of Investment Management
01:18:50 • 2min
The Relationship Between Patrick and Patrick
01:20:47 • 2min
Gray Star and GID: The Future of Private Equity
01:22:33 • 2min
The SEC Is Watching Us on Twitter
01:24:27 • 3min