Confronting Ross Gerber | Recession, Market Turmoil, & Iran.
Opinions
GK (ETF, CBOE)
Mentioned neutrally as the actively managed ETF of the guest, Ross Gerber.
JPM (stock, NYSE)
Described as a well-capitalized, well-run bank with little risk that is insulated from private credit issues and is 'doing great'.
BAC (stock, NYSE)
Grouped with other 'too big to fail' banks as being well-capitalized, well-run, and insulated from private credit risk.
OWL (stock, NYSE)
Used as an example of a private credit firm that expanded too quickly by lowering lending standards, implying a risky business model where shareholders would lose.
SPACEX (stock (private))
Used as an example of an overvalued private asset packaged into funds with a skeptical outlook for investors making money at its high valuation.
C (stock, NYSE)
Grouped with other 'too big to fail' banks as being well-capitalized, well-run, and insulated from private credit risk.
Topics
Banking Sector Stability
Public vs. Private Investments
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