Banking Contagion Is Inevitable; Investors Will Panic | Rafi Farber

The Bank Term Funding Program ends in March. This program has been a liquidity lifeline from the Fed to the banks since the banking crisis in 2023. Rafi Farber @endgameinvestor expects commercial real estate loans to lead to catastrophe in the banking system. "This is definitely going to cause a contagion at some point," he says, "and the ending of the Bank Term Funding Program is going to speed it up."

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1:22 Israel update
6:43 Banking system
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11:22 Doom spending
15:26 Sound money
18:10 Evergrande collapse
22:30 The End Game Investor
23:32 Weekly specials
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