The Fort

#287 - Scott Everett - Founder & CEO of S2 Capital - On MF Outlook, FED, Banking Crisis, Capital Markets

6 snips
Jun 6, 2023
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1
Introduction
00:00 • 4min
2
The Rise and Fall of Juniper Square
04:18 • 2min
3
The Fed's Decision to Hike Rates Overnight
06:33 • 4min
4
Active Hedging Strategies for Large Companies
10:28 • 2min
5
The One and a Half Strike to Five Strike Rule
12:54 • 4min
6
The Impact of the GFC on Capital Markets
16:34 • 3min
7
The Future of Equity Transacting
19:32 • 2min
8
How Equity and Lenders Are Thinking About the Next 12 Months
21:58 • 2min
9
How to Cash Out in a Recession
24:18 • 3min
10
The Worst Fundraising Environment in 20 Years
27:02 • 6min
11
The Reality of Fundraising
32:36 • 2min
12
The Bearish Signal for Real Estate Rates
34:40 • 3min
13
The SLU Survey: A Look at the Market's Negative Trends
37:12 • 3min
14
The Fed's Decision to Reverse QT
39:57 • 4min
15
Scott Everett: The Most Important Data Points to Watch
43:48 • 3min
16
The Fed's Guide to Inflation
46:40 • 4min
17
The End of the First Cycle
50:19 • 5min
18
The Impact of Supply on the Class B Market
55:46 • 5min
19
The Future of the Sunbelt
01:00:17 • 2min
20
How to Invest in a Recession
01:02:03 • 2min
21
The Importance of Being Patient With Acquisitions
01:03:44 • 3min
22
The Signal That We're Back in the Capital World
01:06:16 • 2min
23
AI and Data Analytics: The Future of Operations
01:08:34 • 4min
24
How to Generate a Deal Flow in a Busted Development
01:12:29 • 3min
25
The Importance of Clear Path to Title
01:15:22 • 2min
26
How to Get Out of a Tough Run
01:16:58 • 2min
27
The Future of Investment Management
01:18:50 • 2min
28
The Relationship Between Patrick and Patrick
01:20:47 • 2min
29
Gray Star and GID: The Future of Private Equity
01:22:33 • 2min
30
The SEC Is Watching Us on Twitter
01:24:27 • 3min