# The Failure of S2 Capital Page: https://stenobird.com/podcast/the-real-estate-espresso-podcast-401176/the-failure-of-s2-capital Text version: https://stenobird.com/podcast/the-real-estate-espresso-podcast-401176/the-failure-of-s2-capital.md Podcast: [The Real Estate Espresso Podcast](https://stenobird.com/podcast/the-real-estate-espresso-podcast-401176) Published: 2026-07-14T23:18:54+00:00 Episode link: https://podcasters.spotify.com/pod/show/victorjm/episodes/The-Failure-of-S2-Capital-e3m3fp0 Audio file: https://anchor.fm/s/1fa61fc/podcast/play/122846432/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-14%2Fbbb06bff-0735-d38f-ca12-daeff2edcc1f.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-real-estate-espresso-podcast-401176/episodes/the-failure-of-s2-capital Duration seconds: 399 ## Resource S2 Capital failed last week with the loss of nearly $400 million of investor capital. On today's show we are looking at some of the macro factors that contributed to this failure. ------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 ) iTunes: [The Real Estate Espresso Podcast]( https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613 ) Website: [ www.victorjm.com ]( http://www.victorjm.com ) LinkedIn: [Victor Menasce]( http://www.linkedin.com/in/vmenasce ) YouTube: [The Real Estate Espresso Podcast]( http://www.youtube.com/@victorjmenasce6734 ) Facebook: [ www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [ podcast@victorjm.com ](mailto: podcast@victorjm.com ) **Y Street Capital:** Website: [ www.ystreetcapital.com ]( http://www.ystreetcapital.com ) Facebook: [ www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital]( http://www.instagram.com/ystreetcapital ) ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-estate-espresso-podcast-401176/episodes/the-failure-of-s2-capital/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-real-estate-espresso-podcast-401176/the-failure-of-s2-capital.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.