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15min chapter
Hall of Fame Bull Market
The Compound and Friends
Analyzing Real Estate Investments and Market Conditions
This chapter delves into the complexities of real estate investments, focusing on B-Read as a real estate investment trust with private holdings. The discussion covers skepticism around returns, Blackstone's involvement, and challenges in shorting Blackstone due to its diversified operations. Additionally, the chapter addresses market conditions for stock pickers, emphasizing low correlation within the S&P 500 and opportunities for skilled stock pickers in the current economic landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode