Cockroaches on Wall Street: The Return of Extend and Pretend
Update: 2025-10-17
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LISTEN and SUBSCRIBE on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
The cockroaches never left — they just found better hiding spots. In this episode of WDOWS, we go back to the 2023 regional bank meltdown — Silicon Valley, Signature, First Republic — and uncover why the rot in private credit, bad loans, and commercial real estate was never truly cleaned up. From Jamie Dimon’s “cockroach” warning to the extend-and-pretend game keeping zombie banks alive, this is a deep dive into Wall Street’s dirty secret: the big boys always win, and the small lenders (and borrowers) get crushed.
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
The cockroaches never left — they just found better hiding spots. In this episode of WDOWS, we go back to the 2023 regional bank meltdown — Silicon Valley, Signature, First Republic — and uncover why the rot in private credit, bad loans, and commercial real estate was never truly cleaned up. From Jamie Dimon’s “cockroach” warning to the extend-and-pretend game keeping zombie banks alive, this is a deep dive into Wall Street’s dirty secret: the big boys always win, and the small lenders (and borrowers) get crushed.
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