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The Impact of Cap Rates on Commercial Real Estate
Preston: Commercial real estate is the number two asset class in the world. He says office space will be the hardest hit, but it won't be the only one hit. With work from home at least receding somewhat, people are venturing out to stores a little bit, he says.
Preston Pysh @PrestonPysh and Andy Edstrom @edstromandrew check in on the markets for the latest quarterly report. They cover the broad economy, Bitcoin cycles, and wether the bull has begun to run.
Timestamps:
00:00:00 “Swan Signal” Intro
00:01:46 Travel, Vacations and Robot Competitions
00:03:20 Correct Calls from Preston and Andy, December 2022 “Quarterly Report”
00:05:28 Q1-2023 Macro Report
00:09:27 Bullish Indicators and Long-Term Investing
00:13:38 Tracking Liquidity and Cross-Border Settlement
00:15:58 Can the Fed Combat a Credit Crisis?
00:20:14 Inflation Concerns For This Decade
00:23:24 What Will Cause the Fed to Pivot?
00:28:42 Scarcity Being the Only Escape
00:30:14 Long-Term Conviction in Bitcoin
00:34:14 Healthy Volatility and Resilience of Bitcoin
00:35:40 Chokepoint 2.0
00:42:01 Attack Vectors for Bitcoin
00:48:33 Commercial and Office Space Conditions
00:50:40 Credit Crunch Due to Economic Unwind in Housing
00:53:34 “The Unstoppable Rise of Government Rescues"
00:56:36 “Swan Signal” Outro
Connect with Guests:
Sam Callahan: https://twitter.com/samcallah
Andy Edstrom: https://twitter.com/edstromandrew
Preston Pysh: https://twitter.com/PrestonPysh
Connect with Swan on social media:
Twitter: https://twitter.com/SwanBitcoin
Instagram: https://instagram.com/SwanBitcoin
Telegram: https://t.me/swansignal
LinkedIn: https://www.linkedin.com/company/swanbitcoin
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