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E110: 2023 Bestie Predictions!
All-In with Chamath, Jason, Sacks & Friedberg
Is This the Hottest Commercial Real Estate Market in the Country?
With all of these people either getting laid off or working remotely, we may finally start to see the beginning of the reckoning in commercial real estate. David Freiber: Consumers are still spending like it's 2021. He says consumer credit is skyrocketing and will run into a wall this year. Jamovitz: Defaults are coming; I think what gets hit first is over-priced companies that can't meet debt obligations.
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