Stop me if you've heard this one before. Even with high demand and airline stock is falling.

You're listening to Motley Full Money. I'm Ricky Mulvey joined today by Osset Sharma Osset.

It is good to see you in these few days we have before Foolfest.

I'm excited to see you in person, Ricky coming up,

and it's Thursday when we're taping, so I'll see you what in about three days.

Yes that's right it's it's going to be good to see in person. Let's talk first we got some

macro stuff and Dylan Bill and Ron tomorrow on the Friday show they're going to go through the big

macro the inflation data more of Jerome Powell's comments to Congress but I want to I

want to zoom in on one part and that's when Powell acknowledged the commercial real estate risk in his remarks.

I'm going to paraphrase here.

He said, quote, it's a risk that has been with us and will be us for some time, probably years later quote the conclusion is that the large

banks can manage this problem and most small banks can to end quote

a sit you like hearing the word most here.

That gives me a little, that can raise a flag a little bit.

Well, Ricky, look, I'm here for the ride, but you know who probably didn't like hearing Jerome Powell say most?

Treasury Secretary Janet Yellen, she's the one who has to swoop in when banks fail

and make a decision on what kind of backstops there will be.

She probably was thinking, Jerome, stay in your lane,

bro.

Here's the thing I'm watching with this story, and this is, we've talked about it before and I think it's worth continuing

to talk about.

Almost one trillion of debt linked to commercial real estate is going to

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