The Exchange cover image

First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23

The Exchange

00:00

Alphabet's CEO Sundor Pichai: What's Got Him All Rid Up?

Hondel: Where are your concerns mostly centered you know for instance when we talked with the Huntington bank a couple weeks ago he said you know in terms of exposures we're actually a little concerned about health care long-term care where reimbursements rates haven't kept up with inflation so is there anything like that pockets of weakness that you might want to mention that aren't really being talked about um i think that's something we're keeping eye on because the sun belt has been on a great growth trajectory the last couple years but that's now falling at the wrong time.

Play episode from 37:38
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app