The Acquirers Podcast cover image

Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

The Acquirers Podcast

00:00

The Secular Changes in Office Occupancy

Office occupancy is 50% of where it was before. That's just an extraordinary number, and that's not there may be some cyclical weakness hidden in that too. The one, the big one I think is just the way people work. People aren't going back to five days a week in the office. It's wild that SL green is below the COVID lows.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app