US banks

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 29, 2022 by Adena Hefets · across every show →

Everything said about US banks, oldest first

May 29, 2022 neutral

Assertion Supported

Hefets: US banks underwrite mortgages more conservatively than Fannie Mae requires

“When the global financial crisis happened, there were such, ah, very high fees and penalties that went for banks that didn't have really strict overlays that actually had a ton of defaults. And so now banks are super nervous To lend to people, and actually tak…”

Adena Hefets May 29, 2022 ▶ 22:50 #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

Mar 11, 2023 bearish

Assertion Partly supported

Sacks: US banks hold $620B in unrealized treasury losses

“So the Wall Street Journal right now is reporting that US banks have 620 Billion of unrealized losses just on treasuries.”

David Sacks Mar 11, 2023 ▶ 52:48 E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

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US banks

Everything said about US banks, oldest first

Turn any episode into a week of clips.