#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
The Julia La Roche Show
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Analyzing Market Fragility and Economic Risks
The chapter discusses concerns about the current market state, potential market bubble territory, Nvidia's impact on the S&P 500 returns, and the concept of irrational exuberance versus rational risk-reward. It also addresses issues in CRE, including challenges in office spaces and multifamily properties, and touches on economic risks related to home building, housing scarcity, and commercial real estate.
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