RiskReversal Pod

Stuck In The Middle With You & A Conversation With Greg Friedman of Peachtree Group

May 8, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Keeping It Interesting
02:16 • 2min
3
The S&P 500: A Range of Signals
04:13 • 2min
4
The Importance of Regional Banks in the Economy
05:56 • 2min
5
The Slow Burn in the Stock Market
07:37 • 2min
6
The Importance of Senior Loan Officers
09:38 • 3min
7
The Fed Cuts in the Back Half of the Year
12:56 • 2min
8
The Fed's Expectation of Cutting Rates
14:54 • 3min
9
The Bond Market Is Not Functioning
17:27 • 3min
10
The Recession Watch Situation
20:10 • 2min
11
The Lag Effect Is Taking Longer Than I Thought
22:14 • 2min
12
CPI and PPI Are Like the Playoffs
24:39 • 1min
13
The Effects of PPI on Business Activity
26:07 • 3min
14
The Importance of Height in the Midwest
28:52 • 2min
15
CME Group Slash Event Contracts
31:08 • 2min
16
Greg Friedman: CEO of Peachtree Group
33:17 • 2min
17
The Changing Face of the Commercial Real Estate Market
35:29 • 2min
18
The Different Asset Classes Impacted by COVID
37:40 • 3min
19
The State of the Commercial Real Estate Market
41:02 • 3min
20
The Dynamics of Interest Rates in 2017
44:18 • 2min
21
The Opportunity for Direct Lending and Distressed Commercial Real Estate
46:32 • 1min
22
The Fed's Expectations for Interest Rates to Stay Higher for Longer
47:59 • 4min
23
The Dynamics of Work From Home
51:54 • 2min
24
The Importance of Foreigners in the Hotel Industry
54:07 • 2min
25
The Recovery of Hotels in the United States
55:47 • 2min
26
How to Find Peach Tree Hotel Group
57:47 • 2min