AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
TIP483: Down But Not Out w/ Cathie Wood
We Study Billionaires - The Investor’s Podcast Network
Credit Suisse - What's Your Takeaway on the CDS Gaps in Price?
I do think real estate is in a bit of shock. And I do believe the Fed's policies are deflationary. We see the deflation in the pipeline in commodity prices. If you look at the BDY, the Baltic freight index down 75, 80%, that means supply chain problems are no problem now. It is a massive shock to the system after 10 to 12 years post 0 8 0 9 of extremely low interest rates. So I think we're going to see some fallout and I do believes the Fed will pivot because of it.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode