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18min chapter
How To Invest Money & Win Under Any Conditions w/ Larry McDonald #479
Aubrey Marcus Podcast
Investment Horizons: Navigating Market Challenges
This chapter explores the performance of investment portfolios, particularly real estate investment trusts (REITs), during inflationary periods, comparing commercial and residential markets. It highlights the current state of the residential market amid rising interest rates and limited housing supply, along with concerns about economic challenges, consumer credit risk, and potential recession. The discussion also touches on fiscal policies, the bond market's future, and the geopolitical shifts influencing global financial stability.
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