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Episode 103: Hot or Cold?

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Manage episode 362800402 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

112 episodes

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Episode 103: Hot or Cold?

The Transcript

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Manage episode 362800402 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

112 episodes

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