Episode 103: Hot or Cold?
May 09, 2023•13 min
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Episode description
In this episode, we discuss the key points from the Fed press conference last week, the incoming data on the state of the economy, and the banking crisis.
Show Notes
00:00:00 Introduction
00:00:07 Pausing Soon?
00:01:08 Hot or Cold?
00:03:31 Troubled Regional Banks
00:05:57 What's Different This Time?
00:07:42 CRE Exposure
00:10:12 ChatGPT Crushing Business Models
00:11:22 The Oracle of Omaha
00:12:32 Conclusion
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