Six Months Since SVB
08/31/23 • 43 min
Kudos to Michael Ball, who brilliantly accompanied me on Apropos for a riveting discussion – "Six Months Since SVB." Our conversation traversed the entirety of the economic landscape post the seismic tremors of the Silicon Valley Bank crash while concluding that more consolidation will be required in the banking sector. Delving deep, we scrutinized climate change’s impending onslaught on the commercial real estate sector, as a result of soaring insurance premiums, as well as the secular shift in the office sector due to the new paradigm in office labor supply due to WFH/remote work. Moreover, we did not shy away from examining the deluge of newfound liquidity surging from the infrastructure sector into more esoteric real estate asset classes such as data centers, student housing, charter schools, et cetera.
Kudos to Michael Ball, who brilliantly accompanied me on Apropos for a riveting discussion – "Six Months Since SVB." Our conversation traversed the entirety of the economic landscape post the seismic tremors of the Silicon Valley Bank crash while concluding that more consolidation will be required in the banking sector. Delving deep, we scrutinized climate change’s impending onslaught on the commercial real estate sector, as a result of soaring insurance premiums, as well as the secular shift in the office sector due to the new paradigm in office labor supply due to WFH/remote work. Moreover, we did not shy away from examining the deluge of newfound liquidity surging from the infrastructure sector into more esoteric real estate asset classes such as data centers, student housing, charter schools, et cetera.
Next Episode
Shifts in Global Power and Their Impact on Financial Markets
On this month's show, we are joined by Michael Edwards, Deputy CIO at Weiss Multi-Strategy Advisers LLC. During this episode, we ventured into a comprehensive exploration of the macroeconomic and geopolitical forces currently shaping our global landscape. Our discourse encompassed multifaceted issues, ranging from the intricacies of mainland China to the phenomenon of Japanification within its economy. Additionally, we delved into the intricacies of de-dollarization unfolding within the BRICS economies and provided an insightful update on the ongoing Russia/Ukraine conflict.
Our exploration further extended to domestic matters, specifically focusing on pertinent subjects affecting the United States' financial markets. We examined the pressing concern of the United States' National Debt crisis and the strategies deployed in the fight against inflation.
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