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15min chapter
#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
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode