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This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm), and Director of Technology Yosef Vaitsblit as they sit down with Financials sector head Josh Steiner (@HedgeyeFIG). Steiner reviews the credit cycle vs liquidity cycle, the 1980’s real estate spillover, contagion risks, the digitization of banking and the Deflation vs Stagflation battle ahead.

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Episode description

Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead

Episode description