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14min chapter
Live From Porter’s Farm
Porter & Co. Black Label Podcast
Bearishness in the Financial Markets and Concerns about Commercial Real Estate
In this chapter, the speakers discuss their forever portfolio and recent bearishness in the financial markets. They highlight the similarities between the subprime crisis in 2007 and the current situation in commercial real estate, expressing concerns about defaults and empty office buildings. They also question the wisdom of investing in banks offering low returns and mention potential problems in the banking system.
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