Ram Ahluwalia Predicts MORE Bank Failures
Are there more failures to come? Can crypto save the banks? Why are politicians being quiet this time around? What will Powell do next? Answers to these questions and much more in the episode.
Timestamps:
0:00 Intro
8:30 Season Two of the Banking Crisis
10:38 First Republic Bank
13:00 Politicians Being Quiet?
15:13 Ram's Slide Agenda
16:10 Co-Morbidities of Bank Failures
23:40 Negative Equitites
24:40 Publicly Traded Banks
30:27 The Walls Preventing a Collapse
35:40 The Banks' Mycelium Network
39:26 What's the Problem?
45:50 Commercial Real Estate
47:10 The Next 2008?
50:10 CRE Risk
53:07 Arthur Hayes Take
56:40 Balaji Take
1:01:13 Will Powell Blink?
1:03:20 How to Fix the Banks
1:09:35 How Crypto Saves the Banks?
1:12:55 Closing & Disclaimers
Resources:
Ram Ahluwalia
https://twitter.com/ramahluwalia