Can We Get to 2%?

The video discusses the impact of economic policies, particularly monetary and fiscal, on the banking sector and inflation. It highlights the Federal Reserve's challenges in managing inflation and the potential collateral damage in real estate and corporate sectors due to high interest rates. The video also explores opportunities in financial markets arising from these economic changes.

How does the speaker describe the relationship between credit and equity in the context of market changes?

What potential consequences does the speaker foresee for the real estate market?

What does the speaker imply about the future of corporate borrowers in the current economic climate?