Invisible Counter Party Risk

On today’s show we are talking about accelerating training by orders of magnitude and the impact that this can have on the global arms race for the best artificial intelligence.The key to learning fast is intensity. If you follow the human paradigm the key to learning is practice ...  Show more

The housing market is going to change again. I don’t mean the actual market. I’m talking about the rules and initiatives from the US federal government. The person to watch is Bill Pulte, the current director of the Federal Housing Finance Authority. This agency oversees lending ...  Show more

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.

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Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ...

Several days ago, the Wall Street Journal published an article about real estate syndicator Applesway Investment Group (owned by real estate entrepreneur Jay Gajavelli), which lost more than 3,000 apartments across four rental complexes that went into foreclosure.  What led to on ...  Show more

Against the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth.

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Welcome to Thoughts on the Market. I'm Vishy Tirupattur ...

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

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Welcome to Thoughts on ...