Where the Next Bubbles in the Market May Form

The transcript discusses the potential for a global economic rebound in the first half of the year, leading investors to seek higher returns beyond money market funds. It also explores the possibility of bubbles forming in traditionally safe assets, emphasizing the importance of identifying these risks in the banking system. The conversation touches on historical financial crises and the need to look beyond obvious risk areas, considering segments like commercial real estate and private equity.

What historical events does the speaker reference to illustrate the concept of safe assets and their impact on the banking system?

What segments of the market does the speaker suggest might be worth looking into for potential investment opportunities?