On the Margin Michael Ippolito | Blockworks

On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector.

With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading "crisis of confidence" across the sector? To hear all this and more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

After another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a "crisis of confidence". To hear all this and more, you'll have to tune in!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world?

We then discuss the political backlash crypto banks have received as a consequence of the bank crisis and whether this could be an operation chokepoint 2.0 scenario, something Nic has been writing about for many months. To hear all this and more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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On today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth.

Following the collapse of Silicon Valley Bank, Mike and Weston discuss the market reaction and subsequent historic moves in the bond market, which saw the largest decline in the 2Y treasury yield since 1982. We also discuss broader implications on global markets, the BoJ's passing of the guard as Kuroda leaves office and how markets have seemingly shrugged off the SVB collapse. To hear all this and more, you'll have to tune in!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
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--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.