“We don’t know where the bodies are buried: we only know that there are more bodies”
Ryan Shea, crypto economist at Trakx, sees more downside for crypto after FTX
“The larger direct lenders who have gained real scale are now in a position to offer an important alternative to public market execution”
“It was surreal for about five years. Maybe now I can stop looking at a guy half my age and saying: ‘Have you heard of a balance sheet?’”
“The banks aren’t lending on real estate, why on earth would they be lending on a portfolio of property loans?”
Natalie Howard, head of real estate debt at UK asset manager Schroders, takes a realistic view
“The region’s underlying fundamentals are solid. That fuels capital, which fuels the broader economy, which supports growth”