The Halfway Point of 2023
The Dividend Cafe
00:00
The Fed's Soft Landing vs. Hard Landing
The soft landing versus hard landing in terms of the Fed recession, it's going to come down to if they break something or not within credit. The fears are overdone about defaults and foreclosures; certain challenges in commercial real estate are going to become the big black swan event. There is a demand for more high quality, good multifamily. There's still more industrial capacity. I'll give you six quick summary items and we'll call it a day here.
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Transcript
