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On today’s show, we discuss:

How real estate credit could offers more cushion than equity today
How rising rates could cause a wave of refinancing and capitulation ahead
The bifurcation emerging between prime assets and older, riskier properties
How industrial and infrastructure are pulling capital away from other sectors

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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