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Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23

The Exchange

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The Worry Point for Regional Banks

Some of the larger projects were financed by larger banks, and they're probably better able to weather them. But you know, a lot of the lending that's in the shadow banking sector occurred after the global financial crisis when larger financial institutions had to stop doing some of this lending. And so my concern is that those are the funds that will get hit first, but that that will trickle across to the rest of the banking system.

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