Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
The Meb Faber Show - Better Investing
Conservation Equity Management
I think the fed will end up to having to expand its balance seet yet again. The pattern is set. They can't ever reverse that pattern, or we'll just have years and years of terrible defilation and debt lead busts at all the companies. You're seen companies move to more pro business locations because housing is way more affordable. Growth is twice as good as it is anywhere else. And on top of that, with that expansion, there becomes a shortage of land for residential expansion,. When those expansions happen, invariably they are expanding in the coastal wetlands. I think ruoland is going to appreciate. I think it's inevitable.
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