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E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
All-In with Chamath, Jason, Sacks & Friedberg
The Next Shoe to Drop in the Commercial Real Estate Market
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- There is a lot of debt in the commercial real estate market, and it is likely to become more difficult to pay back.
- Banks are the main holders of this debt, and they may have to sell it off at a lower price if the market becomes difficult.
- Smaller banks are most likely to be affected by this, as they are more likely to own smaller pieces of commercial real estate.
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