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