This chapter discusses the current economic situation with regards to interest rates and its impact on investing in long-duration assets and the real estate market. It explores the implications for the stock market, compares the office market to the 2009 financial crisis, and highlights potential opportunities in the REIT landscape.
Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.
(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay.
(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future.
(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..
Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE,
Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here.
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd
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